Quotation Security
OBJECTIVE
You can secure user access to quotations and modules based on the status of the quotation and/or the types of quotations. You can provide full access, read access only or prohibit all access. If security is defined with multiple levels, the system will combine them.
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For modules, only security based on the types of quotations applies. |
PREREQUISITEs
- Access to the Estimating option
- Quotation Status Codes Table
- Define Estimates Types
Steps
Security Management
To configure security for construction quotations:
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maestro* > Maintenance > General Maintenance > Processing > Security Management |
- Select a user code and click on the Access Restriction tab.
- Click on Quotations in the menu on the left and open the tree by clicking on the + symbol.
- Select Construction Quotations.
- Assign access to quotation statuses by checking the statuses to which the user has access.
The quotation status codes displayed are the default maestro* codes. You can create new codes with the Quotation Status Codes Table option.
The user only sees the statuses for which the Allow Save or Allow Inquiry column is checked.
By checking the Allow Save option, the user can modify and view quotations he created or those of another user for whom he is responsible.
By checking the Allow Inquiry option, the user can view quotations he created or those of another user for whom he is responsible.
- Provide access to quotation types.
Quotation types are created with the Define Quotation Types option.
The user only sees the quotation types for which the Allow Save or Allow Inquiry column is checked.
By checking the Allow Save option, the user can modify and view quotations he created or those of another user for whom he is responsible.
By checking the Allow Inquiry option, the user can view quotations he created or those of another user for whom he is responsible.
- Click Save.
Quotations
Based on user security, quotations are displayed based on view or save access rights (modification), quotation statuses, quotation types and the user responsible for those who created quotations.
Define Modules
Based on user security, modules are displayed based on view or save access rights (modification), quotation types and the user responsible for those who created quotations.