Cleopatra Enterprise - Cost Engineering

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Exercise And for the "Knowledgebase admin" role we do: Select the "Knowledgebase admin" role. Press the "Permissions for role" button. The "Permissions for Knowledgebase admin" dialog appears. Select the "Modules" tab. Place a tick mark for the "Currency manager", "Knowledgebase" and "Import/Export" modules. Select "Full access" for the top slider. Move the slider behind "Cost estimation" and "Reporting" to "Read only". Select the "Administrator rights" tab. Make sure all tick marks are turned off. Press the "OK" button. The "Permissions for Knowledgebase admin" dialog is closed. 47
Administrator training How to login using a specific role: Press the login button on the main toolbar. The "Login wizard" appears. Enter the "User name". Enter the "Password". Press the "Next" button. Disable the "Knowledgebase admin" role. Press the "Finish" button. The application will now login only using the "Estimator" role. Exercise: Log into Cleopatra Enterprise but make sure that only the "Estimator" role is used. Open an estimate. Make sure you have access to the correct modules. Open an knowledgebase. Note that the knowledgebase is read only. Select the estimate and select "Estimating" in the module navigator. Note that it is possible to estimate from the knowledgebase. Log into Cleopatra Enterprise and make sure that only the "Knowledgebase admin" role is selected. Open an knowledgebase. Make sure you have access to the correct modules. Open an estimate. Note that the estimate is read only. How to setup role security for reports 48
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Cleopatra Enterprise Administrator
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