Default security roles
The default or standard security roles cannot be modified. However, you can copy them to create custom roles.
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.
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 | ||||
| Projects module | |||||||
| Project setup | Yes | Yes | Yes | Yes | Yes | ||