User Details
Company and Employee Name Information
Information such as name, display name, title, mobile phone and business email address is also shown in the HR module. Thus, any changes here will be reflected in both areas.
Inbound Email Address
The Inbound email address is auto-generated by Sage Construction Management so no changes and comes into play when an email is sent out of Sage Construction Management and the recipient replies back via email as opposed to clicking on the provided TeamLink Portal. This reply email will appear in Sage Construction Management | Email | Inbox for the original user.
Active
Contacts and Employees can be made Active or Inactive. Unchecking this field would remove the user and mark the employee inactive in the HR Module.
Is User
To remove an Employee as a User, uncheck the 'Is User' field and cick the 'Save' button at the bottom of the form.
User Information
User Login
Can be same as Email Address or user defined.
Security Role
Security Role is applicable to only Standard Logins not Time/Expense users. For more information on these roles, please click here.
Hint Question and Hint Answer
Both of these fields are used to retrieve a password via email if it is unknown.
Password
When entering a new password, the information must be entered twice to confirm the setting and comply with the User Password Security Policy which is set in Company Settings | Global.
Access All Projects
If this is unchecked be sure to select the projects the user has access to otherwise there will be no project to select on the Main Menu.
Access All Uploaded Files
Regardless of the Security Role, if this setting is checked the User will be able to view uploaded files from any one.
Other Preferences
Receive notification for inbound emails
By checking this field, a copy of the email that is sent to Sage Construction Management | Email | Inbox will be sent to the user's standard email address as well.
See Inbound Email Address above for more information.
Message Timeout (Seconds)
Error messages appear in a pop-up form. This property will determine how long in seconds the message should appear before auto closing.
Set Favorite Features (Hyperlink)
User can select which features are their favorite and used most. The selected features will then appear at the top of the Jump to Page list and in Mobile Apps.
Set Push Notifications (Hyperlink)
User can select the type of Push Notification they want to receive. Typically, these are geared for mobile phones but can also appear in the browser if enabled.
Set Alerts (Hyperlink)
User can select the type of Alerts they want appear on the Home View and Calendars.
The following properties will not be shown if the user has been assigned the 'Administrator' security role.
Add / Edit Companies and Contacts
All security roles provide read access to Companies and Contacts in the Contact Management module. Checking one or both fields will provide permissions to add or edit corresponding records.
Change Project Status
If checked, user can make a Project active or inactive.
Add / Edit Templates
Admins have full access rights to Settings including the ability to add or delete Detail Report Templates (aka MS Word Templates). If a non-Admin user needs this permission as well then this field should be checked.
Timeout
Session Duration Log Out
Specify how long the user can be inactive in Sage Construction Management before they are automatically logged out. The user will see a message letting them know that they're about to be logged out of the system.
The default selection is 1 hour, but you can adjust it up to 12 hours.
Single Sign On (SSO) and Phone Authentication
Use Single Sign On (SSO) or Phone Authentication?
If checked, Google SSO or Microsoft Azure Active Directory credentials can be used to Log in to Sage Construction Management. In addition, authentication can be verified using a code that is sent to the user's phone.
Time Approval Access
Important: Time Approval Access is shown only when Time Approval Workflow is enabled.
When this feature is turned on, a manager must be specified for each employee so an organization chart can be established. In cases where the user needs to approve timecards for people that do not directly report to him or her, the Time Approval Access lookup button can be used to specify these employees.