View and configure user information

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

1. Update the following information as needed:
   • Salutation, first name, middle name, last name, suffix, display name, title, mobile phone number, and business email address
   • Select whether the user is Active.
   • Clear Is User to remove the employee from users.
   Note: The Company name and Inbound email fields cannot be modified. The inbound email address is generated automatically by Sage Construction Management. Replies sent by email appear in the Email module of the original user.
2. Select Save.

1. In User information, update fields as needed:
   • Update User login. By default, this matches the display name.
   • Select the appropriate Role from the dropdown. This applies to standard users only. Learn more about standard user security roles.
   • Add or update the Hint question and Hint answer.
   • Update the password:
     • For your account, select Change Password.
     • For other users, select Reset password to send an email prompt.
     Passwords must comply with the password security policy in Select Settings () > Company Settings> Security.
   • To manage project access, clear Access All Projects / Leads, then select allowed projects or leads.
   • To restrict file access, clear Access All Uploaded Files.
   • To configure time approval access, use the magnifying glass next to Time Approval Access.
2. Select Save.

1. In Other preferences, update settings as needed:
   • Select Receive notification for inbound emails.
   • Administrators can use the following options:
     • Set Favorite Features.
     • Set Push Notifications.
     • Set Alerts.
   • Non administrators can use the following options:
     • Add / Edit Companies.
     • Add / Edit Contacts.
     • Change Project Status.
     • Add / Edit Templates.
2. Select Save.

1. In Timeout, select the session duration from the dropdown.
2. Select Save.
   Users receive a logout warning message before timeout.

The default locale is English (United States). Selecting English (United Kingdom) updates currency, terminology, and spelling.

1. Select English (United Kingdom) from Locale.

Sage Construction Management supports Single Sign On (SSO) and multi factor authentication (MFA).

1. In Login with external provider, enable SSO or MFA.
2. Configure authentication providers as needed.
3. Select Save.