Adding Users to Sage Estimating & First Launch

In the IIT environment there are two different ways to add users to Sage Estimating. How you add the account is determined by what type of account you are adding.

Open Estimating- File- Estimating Management Console, select Estimating from the search query, then "launch application". When this screen appears, choose Security from the top bar

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Then select Add

 

For an end user account you will need to type the user in manually (search button will not work) and select the Role. The format is shown below.

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To find the Company Code you can look in the administrative portal under the Company Details section.

 

To add local administrators, select the username from the list and check the Administrator box

 

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On first launch of Estimating as a user, the license server and SQL instance will need to be configured.

Single server setups will use 'localhost' as the licensing server.  Multi-server deployments will usually use the data server.

 

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