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Cleopatra Enterprise - Cost Engineering

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Administrator training<br />

How to login using a specific role:<br />

Press the login button on the main toolbar.<br />

The "Login wizard" appears.<br />

Enter the "User name".<br />

Enter the "Password".<br />

Press the "Next" button.<br />

Disable the "Knowledgebase admin" role.<br />

Press the "Finish" button.<br />

The application will now login only using the "Estimator" role.<br />

Exercise:<br />

Log into <strong>Cleopatra</strong> <strong>Enterprise</strong> but make sure that only the "Estimator" role is used.<br />

Open an estimate.<br />

Make sure you have access to the correct modules.<br />

Open an knowledgebase.<br />

Note that the knowledgebase is read only.<br />

Select the estimate and select "Estimating" in the module navigator.<br />

Note that it is possible to estimate from the knowledgebase.<br />

Log into <strong>Cleopatra</strong> <strong>Enterprise</strong> and make sure that only the "Knowledgebase admin"<br />

role is selected.<br />

Open an knowledgebase.<br />

Make sure you have access to the correct modules.<br />

Open an estimate.<br />

Note that the estimate is read only.<br />

How to setup role security for reports<br />

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