Custom security roles

You can create custom security roles by copying an existing default role.

  1. Log in to Sage Construction Management as an Administrator.
  2. Select Settings () > Company Settings> Security.
  3. Select Add.
  4. Select a default security role from the Copy From dropdown to base the new role on.
  5. Enter the new security role name in the Role Name field.
  6. To remove access to a feature, clear the checkbox next to the feature name in the Select the Features that this role can access section.

    Features display in a tree structure based on the selected default security role.

  7. Select Save.