To assign a user to a role: Important: Ensure an individual user logs off Sage Estimating before making changes to his or her permissions. - In the Security window, click the Users tab.
- Select a user on the Users grid.
- Click a role in the Roles list to assign the selected user to it.
- The Features list displays the corresponding tasks to which the role has permissions (and users assigned to the role).
Important: At least one user must be assigned to the administrator role at all times. Attempts to remove the last user from the role result in an error message.
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