Permissions: Administration
The permissions here relate to administration-level features for managing users, roles, proposal templates, etc.
Feature | Access | Edit | Add | Delete |
---|---|---|---|---|
Proposal Templates | View, sort, and select templates on the Proposal Templates page. | Change the proposal settings in templates. | Create and copy templates. | Permanently delete proposal templates. |
Users | View, sort, and select users on the Users page. | Change user information, and disable or enable users. | Create ProPricer and Windows users. | Permanently delete users and all their account information. |
Roles | View, sort, and select roles on the Roles page. | Change the properties of roles, and disable or enable permissions. | Create and copy roles. | Permanently delete roles. |
Access Tags | View, sort, and select tags on the Access Tags page. | Change the names and descriptions and access tags. | Create access tags. | Permanently delete access. |
Active Sessions | View, sort, and select active sessions on the Active Sessions page. | Not applicable. | Not applicable. | Log users out of EstimatorFLEX by ending active sessions on the Active Sessions page. |
Licensing | View product license information on the Licensing page. | Sync existing license keys. | Activate new license keys. | Deactivate existing license keys. |
Report Text | View Report Text settings. | Change Report Text settings. | Not applicable. | Not applicable. |
Company Data | View theCompany Data setting. | Change the Company Data setting. | Not applicable. | Not applicable. |
Resource Alias Naming | View the Resource Alias Naming setting. | Change Resource Alias Naming setting. | Not applicable. | Not applicable. |
ProPricer 9 Login Type | View the ProPricer 9 Login Type setting. | Change the ProPricer 9 Login Type setting. | Not applicable. | Not applicable. |
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