Cleopatra Enterprise - Cost Engineering

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Exercise For a last check we will re-assign the users to the "Estimator" role: Select the "Estimator" workflow role. Press the "Assign users to role" button. The "Assign users to role" dialog appears. Select all new users in the "Excluded" users list. Press the "Add to selected" button. The users are assigned to the "Estimator" workflow role. Press the "OK" button. Select the "Project manager" workflow role. Press the "Assign users to role" button. The "Assign users to role" dialog appears. Select all new users in the "Included" users list. Press the "Remove from selected" button. The users are removed from the "Project manager" workflow role. Press the "OK" button. Exercise: Conclusion Open the estimate Note that it is not longer possible to edit the estimate. It is also not possible for the users in the "Estimator" role to remove the estimate from the "Approved" state. 67
Administrator training 4.1.9 Conclusion We have now finished the tutorial in which we looked at the different security types and how they can be used. We hope you have found it informative and useful. Now you have completed the security section of the course you will now be able to do the following in Cleopatra Enterprise: 1. Setup user security: How to create new Cleopatra Enterprise users. How to edit their user properties. How to create the different user roles you recognize within you own company. How to setup the permissions for these roles. How to setup the security for the reports. 2. Setup folder security: How to create workgroups. How to create folder structures for your various projects. How to setup the security for these folders. 3. Setup workflow: How to create a workflow design. How to create workflow roles. How to setup the permissions for the workflow roles. How to add documents to a workflow and how to move documents between different workflow states. Of course, this is just a small overview of the capabilities of the security within Cleopatra Enterprise. Every company has its own demands regarding security. We hope you are triggered to investigate more. If so, please have a look at our "Manual" where are all topics are covered in detail. 68
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Cleopatra Enterprise - Cost Engineering

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