Default Security Roles
Default or standard security roles shown below can not be modified. However, they can be copied to create custom roles.
To Access Security Roles
- Log in to Sage Construction Management as an Admin.
- Click Settings (Gear Icon).
- Click Company Settings | Security.
- Click on the Security Role to view the permissions.
Default Security Roles
| Module/Feature | Admin | Estimator | Est./PM | PM | Superintendent | Finance Admin | Time/Expense |
| Contact Management Module | |||||||
| Companies | Yes | Yes | Yes | Yes | Yes | Yes | Read Only |
| Contacts | Yes | Yes | Yes | Yes | Yes | Yes | Read Only |
| Project Leads Module (Job Opportunities) | |||||||
| Project Lead Setup | Yes | Yes | Yes | Yes | |||
| Project Lead Directory | Yes | Yes | Yes | Yes | |||
| Bid Calendar | Yes | Yes | Yes | ||||
| Projects Module | |||||||
| Project Setup | Yes | Yes | Yes | Yes | |||
| Project Directory | Yes | Yes | Yes | Yes | |||
| Drawings, Specs, Invitation To Bid (ITB) Module | |||||||
| Drawing Log | Yes | Yes | Yes | Yes | Yes | Read Only | |
| Specifications | 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 | |||
| 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 | |||
| Bills | Yes | Yes | Yes | Yes | |||
| Subcontracts | Yes | Yes | Yes | Yes | |||
| Sub Change Orders (SCO) | Yes | Yes | Yes | Yes | |||
| Subcontract Invoices | Yes | Yes | Yes | Yes | |||
| Procurement Calendar | Yes | Yes | Yes | Yes | |||
| Time and Expenses Module | |||||||
| Labor Timecard (Entry Only) | Yes | Yes | Yes | Yes | Yes | Yes | |
| Equipment Timecard (Entry Only) | Yes | Yes | Yes | Yes | Yes | Yes | |
| Employee Miscellaneous Expense (Entry Only) | Yes | Yes | Yes | Yes | Yes | Yes | |
| Correspondence Module | |||||||
| 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 Module | |||||||
| Photos | Yes | Yes | Yes | Yes | Yes | ||
| Daily Logs | Yes | Yes | Yes | Yes | Yes | Yes | |
| Meetings | Yes | 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) Module | |||||||
| 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 | ||
| Scheduling Module | |||||||
| 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 | |||
| Human Resources (H.R.) Module | |||||||
| Employees and Payroll Setup | Yes | Yes | |||||
| Labor Timecards (Entry and Approval) | Yes | Yes | |||||
| Equipment Timecards (Entry and Approval) | Yes | Yes | |||||
| Employee Misc. Expense (Entry and Approval) | Yes | Yes | |||||
| Email Module | |||||||
| Project Emails | Yes | Yes | Yes | Yes | Yes | Yes | |
| Email Message Log | Yes | Yes | Yes | Yes | Yes | Yes | |
| Analytics Module | |||||||
| Lead Award Analysis | Yes | Yes | Yes | ||||
| Project Financials | Yes | Yes | Yes | Yes | |||
| Other | |||||||
| To Do List | Yes | Yes | Yes | Yes | Yes | Yes | |
| Upload Files | Yes | Yes | Yes | Yes | Yes | Yes | Yes |