View and configure user information

Open the user details page

Go to Settings () > Company Settings > Users.
Select the user login name of the appropriate Standard or Time/Expense user.

Update the company and employee information

Update the following information as needed:
- Salutation, first name, middle name, last name, suffix, display name, title, mobile phone number, and business email address.
  
  This information is also available in the Time & Expenses module, and any changes made in Settings will automatically be reflected in both areas.
- Select if a user is Active or not.
- Clear the Is User checkbox to remove the employee from the users.
The Company Name and the Inbound Email fields cannot be modified. The inbound email address is automatically generated by Sage Construction Management. When an email is sent from Sage Construction Management and the recipient replies back through email instead of the provided TeamLink Portal link, this reply email will appear in the email module of the original user.
Select Save.

Update the user information

In the User Information section, update the following fields as needed:
- Update the User Login name.
  
  By default, it's the display name.
- Select the appropriate Role in the dropdown.
  
  The role is applicable to standard users only, not Time/Expense users. Learn more about the standard user security roles.
  
  You cannot change the role assigned to your own account.
- Add or update the Hint Question and Hint Answer.
  
  Both of these fields are used to retrieve the password through email if it's unknown.
- Update the password as follows:
  - For your account, select Change Password and enter the old and the new password in the corresponding fields.
  - For other users, select Click here to reset password to trigger an email prompting them to reset their password.
  When a user enters a new password, the information must be entered twice to confirm the setting. The password must comply with the user password security policy, which is specified in Settings () > Company Settings > Security.
- To provide access to specific projects or leads, clear the Access All Projects / Leads checkbox and select the applicable projects or leads in the dialog.
  
  If this is option is not selected, make sure to select the projects the user has access to; otherwise there will be no project or lead for the user to access.
  
  This option cannot be modified for administrators.
- To restrict access to files uploaded by the user, clear the Access All Uploaded Files checkbox.
  
  Regardless of the role, if this option is selected, the user is able to view uploaded files from anyone.
  
  This option cannot be modified for administrators.
- If the time approval workflow is turned on, you can specify which employees a user is allowed to approve timecards for by selecting the magnifying glass icon next to the Time Approval Access.
  
  This field is available for standard users that are not assigned the Administrator role.
  
  If the time approval workflow is turned on, a manager must be specified for each employee so an organization chart can be established. The Time Approval Access option can be used in cases where the user needs to approve timecards for people that do not directly report to them.
Select Save.

Configure other user preferences for standard users

In the Other Preferences section, update the following fields as needed:
- To send a copy of each email that's sent to the Email module to the user's standard email address as well, select Receive notification for inbound emails.
- If you're assigned the Administrator role and are updating your own user details, you can do the following:
  - To select which features are your favorite and used most, select Set Favorite Features and select the features from the list.
    
    The selected features will then appear at the top of the Jump to Page list, in the Favorites section of the Lead and Project Home page, and in the mobile app.
  - To turn push notifications on for specific modules, select Set Push Notifications, select Enable Notification, and select the appropriate modules form the list.
    
    These are typically for mobile phones, but push notifications can also appear in the browser, if enabled.
  - To select the type of alerts that you want to appear on the Home page and Calendars, select Set Alerts and select the appropriate alerts from the list.
- For users that are not assigned the Administrator role, you can do the following:
  - To allow the user to add or edit company records, select the Add / Edit Companies checkbox.
    
    All security roles provide read access to companies in the Contact Management module.
  - To allow the user to add or edit contact records, select the Add / Edit Contacts checkbox.
    
    All security roles provide read access to contacts in the Contact Management module.
  - To allow the user to make a project active or inactive, select the Change Project Status checkbox.
  - To allow the user to add or edit detail report Microsoft Word templates, select the Add / Edit Templates checkbox.
    
    Administrators have full access rights to the Settings, including the ability to add or delete detail report Microsoft Word templates.
Select Save.

Configure session duration

In the Timeout section, select the number of hours a user session should remain active before timing out from the Session Duration Log Out dropdown.

The default selection is 1 hour, but you can adjust it up to 12 hours.
Select Save.

The user will see a message letting them know that they're about to be logged out of the system.

Configure biometric authentication for your account

In the Biometric Authentication section, select Add.
Select the relevant option in the dialog box, then follow the prompts to finish the configuration.

Configure the locale

The default option in the Locale section is English (United States). You can change the locale to English (United Kingdom) depending on the user preferences.

Changing the locale will update certain default settings, for example, the currency will change from US Dollar to Great Britain Pound (GBP). Also, the construction industry terminology and language used in the user interface will display in English (United Kingdom).

Select English (United Kingdom) from the Locale dropdown to update the user.

Configure external login options

Sage Construction Management supports secure authentication through Single Sign-On (SSO) and Multi-Factor Authentication (MFA). SSO allows users to log in using the selected organization’s identity provider, while MFA adds an extra layer of security by requiring a second form of verification.

In the Login with external provider (SSO or MFA) section, select the Do you wish to use SSO or MFA? checkbox.
To configure SSO, do the following:
1. To configure authentication with Google, select the Google checkbox, select Connect Google for SSO, and enter your Google credentials.
2. To configure authentication with Microsoft Azure Active Directory, select the Microsoft checkbox, select Connect Microsoft for SSO, and enter your Azure AD credentials.
To configure MFA, do the following:
1. Select the Multi-factor Authentication using Email checkbox.
2. Select Validate multi-factor authentication for Email.
  
  Sage Construction Management sends an one-time password to your email.
3. In the dialog, enter the one-time password to the available field and select Verify Email.
Select Save.