Default security roles
The default or standard security roles cannot be modified. However, you can copy them to create custom roles.
Default security roles
| Module/Feature | Admin | Estimator | Estimating / Project Manager | Project Manager | Superintendent | Financial Administrator | Time & Expense Field User |
|---|---|---|---|---|---|---|---|
| Contact management | |||||||
| Companies | Yes | Yes | Yes | Yes | Yes | Yes | Read only |
| Contacts | Yes | Yes | Yes | Yes | Yes | Yes | Read only |
| Project leads (job opportunities) | |||||||
| Project lead setup | Yes | Yes | Yes | ||||
| Project lead directory | Yes | Yes | Yes | ||||
| Bid calendar | Yes | Yes | Yes | ||||
| Projects module | |||||||
| Project setup | Yes | Yes | Yes | Yes | Yes | ||
| Project directory | Yes | Yes | Yes | Yes | Yes | Yes | |
| Email list | Yes | Yes | Yes | Yes | Yes | ||
| Drawings, specs, and invitations to bid (ITBs) | |||||||
| Drawing log | Yes | Yes | Yes | Yes | Yes | Yes | Read only |
| Specifications | Yes | Yes | Yes | Yes | Yes | Yes | Read only |
| Invitation to bid (ITB) | Yes | Yes | Yes | ||||
| Estimating module | |||||||
| Cost database items | Yes | Yes | Yes | ||||
| Estimates | Yes | Yes | Yes | ||||
| Estimate RFP packages | Yes | Yes | Yes | ||||
| Client Contracts and Changes module | |||||||
| Setup wizards | Yes | Yes | Yes | Yes | |||
| Job cost codes | Yes | Yes | Yes | Yes | |||
| Prime contracts | Yes | Yes | Yes | Yes | |||
| Change proposal request (CPR) | Yes | Yes | Yes | Yes | |||
| Change order (CO) | Yes | Yes | Yes | Yes | |||
| Prime contract invoice | Yes | Yes | Yes | Yes | |||
| Contracts and changes calendar | Yes | Yes | Yes | Yes | |||
| Allowance | Yes | Yes | Yes | Yes | |||
| Procurement module | |||||||
| Setup wizards | Yes | Yes | Yes | Yes | |||
| Anticipated costs | Yes | Yes | Yes | Yes | |||
| RFP packages (not in estimates) | Yes | Yes | Yes | Yes | |||
| Purchase order (PO) | Yes | Yes | Yes | Yes | |||
| Purchase order change order (PO CO) | Yes | Yes | Yes | Yes | |||
| Bills | Yes | Yes | Yes | Yes | |||
| Subcontracts | Yes | Yes | Yes | Yes | |||
| Subcontract change orders (SCO) | Yes | Yes | Yes | Yes | |||
| Subcontract invoices | Yes | Yes | Yes | Yes | |||
| Procurement calendar | Yes | Yes | Yes | Yes | |||
| ERP Job To Date | Yes | Yes | Yes | Yes | |||
| Time and expenses | |||||||
| Labor timecards (entry only) | Yes | Yes | Yes | Yes | Yes | Yes | |
| Labor timecards (entry and approval) | Yes | Yes | Yes | ||||
| Equipment timecards (entry only) | Yes | Yes | Yes | Yes | Yes | Yes | |
| Equipment timecards (entry and approval) | Yes | Yes | Yes | ||||
| Employee miscellaneous expenses (entry only) | Yes | Yes | Yes | Yes | Yes | Yes | |
| Employee miscellaneous expenses (entry and approval) | Yes | Yes | Yes | ||||
| Employees and payroll setup | Yes | Yes | |||||
| Correspondence | |||||||
| Issues | Yes | Yes | Yes | Yes | Yes | ||
| Journals | Yes | Yes | Yes | Yes | Yes | Yes | |
| Request for information (RFI) | Yes | Yes | Yes | Yes | Yes | Yes | |
| Submittals | Yes | Yes | Yes | Yes | Yes | Yes | |
| Transmittals | Yes | Yes | Yes | Yes | Yes | Yes | |
| Correspondence calendar | Yes | Yes | Yes | Yes | Yes | Yes | |
| Documentation | |||||||
| Photos | Yes | Yes | Yes | Yes | Yes | Yes |
Yes |
| Daily logs | Yes | Yes | Yes | Yes | Yes | Yes | |
| Meetings | Yes | Yes | Yes | Yes | Yes | ||
| Meeting items | Yes | Yes | Yes | Yes | |||
| Owner items | Yes | Yes | Yes | Yes | Yes | ||
| Work orders | Yes | Yes | Yes | Yes | Yes | ||
| Documentation calendar | Yes | Yes | Yes | Yes | Yes | ||
| Safety and quality control (QC) | |||||||
| Checklists | Yes | Yes | Yes | Yes | Yes | Yes | |
| Comply notices | Yes | Yes | Yes | Yes | Yes | ||
| Permits | Yes | Yes | Yes | Yes | Yes | ||
| Punchlist items | Yes | Yes | Yes | Yes | Yes | ||
| Safety accidents | Yes | Yes | Yes | Yes | Yes | ||
| Test and inspections | Yes | Yes | Yes | Yes | Yes | ||
| Safety and QC Calendar | Yes | Yes | Yes | Yes | Yes | ||
| Site hazard assessment | Yes | Yes | Yes | Yes | Yes | ||
| Scheduling | |||||||
| Schedules | Yes | Yes | Yes | Yes | Assigned tasks only | ||
| Multi-project schedule: Gantt chart | Yes | Yes | Yes | Yes | |||
| Multi-project Schedule: Task calendar | Yes | Yes | Yes | Yes | |||
| Multi-project Schedule: Task resource calendar | Yes | Yes | Yes | Yes | |||
| To do | Yes | Yes | Yes | Yes | Yes | Yes | |
| Project emails | Yes | Yes | Yes | Yes | Yes | Yes | |
| Email message log | Yes | Yes | Yes | Yes | Yes | Yes | |
| Analytics | |||||||
| Lead award analysis | Yes | Yes | Yes | ||||
| Project financials | Yes | Yes | Yes | Yes | |||
| File management | |||||||
| Upload files | Yes | Yes | Yes | Yes | Yes | Yes | |
View and manage security roles
- Log in to Sage Construction Management as an Administrator.
- Select Settings (
) > Company Settings> Security.
- Select the appropriate Role name to view the permissions.