Custom Security Roles

Custom security roles can be created by copying from the default roles using the steps listed below.

1. Log in to Sage Construction Management as an Admin.
2. Click Settings (Gear Icon).
3. Click Company Settings | Security.
4. Click the Add button above the grid.
5. In the form, select a Default Security Role that this new role will be based upon.
6. Enter the new Security Role Name.
7. Features will be listed in a tree like structure that are applicable to the Default Security Role selected in Step 4. To turn off a feature, just uncheck the box next to the feature name.
8. Click the Save button below the tree.