Note:
In order to use the following functions, activate the user authorisation "Settings user".
On the home screen, click "Settings" > "Users":
Manage users
1 In the "User" section, click "Add".
- In the next window, enter the data for the new user:
- If necessary, select a user profile under "Profile".
- In the "Authorisation" section at the bottom, select the individual authorisations for the user.
2 Click the "Delete" button to remove an existing user account.
Attention!
Before deleting, check if there are any projects that only the selected user is allowed to edit. To do this, open the project header of each project of the selected user and, if necessary, select the "Allow all users to work on this project" option.
3 Click "Copy" to copy a user account and its settings.
4 Click "Edit" to change the settings of an existing user account.
5 Click "Export" to export a user account and its settings as a LUS file.
6 Click "Import" to import a user account and its settings from a LUS file.
Context menu
Note:
In order to open the context menu, you need the "Setting administrator" authorisation.
- Right-click a user to open the context menu:
- The options "New ", "Edit", "Delete" and "Copy" correspond to the above described options "Add" (1), "Edit" (4), "Delete" (2) and "Copy" (3).
- Under "Settings", select the following program areas to set them depending on the user:
- Additional settings
- Input of elements
- Cross section
Manage user profiles
You can create user profiles and assign each user to a user profile. Changes in the profile, such as user authorisation, are applied to all users who are assigned to this profile:
1 In the section "User profiles", click "Add".
- Enter a name for the user profile:
- In the "authorisation" section at the bottom, select the individual authorisations for the user profile.
2 Click "Delete" to remove an existing user profile.
3 Click "Copy" to copy a user profile and its settings.
4 Click "Edit" to change the settings of an existing user profile.
User authorisations
User authorisation | Description |
---|---|
Access CNC-database | The user has access to the CNC company standard. He can set up machines, create CNC machining and CNC groups, define clamp orientations and substitutions. |
Access estimation data | The user has access to "Estimation" > "Estimation data sets" / "VAT Rates" and can add, edit and delete estimation data sets and VAT rates. |
Access user database | The user has access to the "User database" and "Global preferences" and can create and edit data. |
CNC work preparation |
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Colours | The user can create, edit and delete entries for coating companies, colour groups and colours. |
Creation of CNC-files | The user can create CNC files, CNC work plans and/or bar drawings. |
Custom automatic glazing beads | This user authorisation is currently being revised. |
Datanorm | The user can use the Datanorm interface under "Interfaces" > "DATANORM-Output". |
Delete projects | The user can delete projects. |
Display prices | This user authorisation is currently being revised. |
Display project estimation data | The user can display the project estimation data. |
Display projects of all users | The user can display the projects of all users. |
Display protected estimation data | The user can display the protected estimation data under "Estimation" > "Estimation data sets". |
Edit estimation material take-off | The user can display and edit estimation material options of the estimation data. This may be necessary if you want to deviate from the original estimation settings when ordering materials (e.g. when using bulk price lists, single articles, no kits and alternative articles). This doesn't affect displaying and editing the estimation or the estimation data. |
Edit personal password | This user authorisation is currently being revised. |
Edit project estimation data | The user can edit the project estimation data. |
Edit protected estimation data | The user can edit the protected estimation data under "Estimation" > "Estimation data sets". |
EOS | The user has access to the electronic ordering system (EOS). |
Estimation | The user has access to all estimation tasks. This also includes the section "Estimation during input of elements" and the user authorisation "Edit estimation material take-off". |
Fabrication units | The user has access to all functions of the fabrication phases. |
Global system preferences | The user has access to "Global preferences" > "System preferences" and can add, edit and delete system preferences. |
Grid price list | The user can add, edit and delete grid price lists. |
Input of apportion costs | The user can add and edit the apportion costs. |
Input of constant prices for positions | The user can add, edit and delete constant prices for positions. |
Input of elements | The user has access to the input of elements and can add and edit positions. |
Input of offer discount at project address | The user can define offer discounts in the project address. |
Internet update | The user can install updates. |
Position library | The user has access to the position library and can add, edit and delete templates. |
Printout bill of quantity | The user can create and print bill of quantities. |
Printout delivery note | The user can create and print delivery notes. |
Printout invoice | The user can create and print invoices. |
Printout order confirmation | The user can create and print order confirmations. |
Printout quotation | The user can create and print quotations. |
Project administrator |
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Project centre menubar evaluations | This user authorisation is currently being revised. |
Project centre settings | The user can modify the user interface of the project centre under "Settings" > "Project centre". |
Properties command list | This user authorisation is currently being revised. |
Report settings | The user can add, edit and delete reports under "Settings" > "Printouts" > "Reports". |
Services | This user authorisation is currently being revised. |
Set-up project filter | This user authorisation is currently being revised. |
Setting administrator | The user can modify settings for other users for the input of elements, cross section and additional settings under "Settings" > "User" > Right-click user > "Settings". |
Settings assembly list | The user can define the layout of the assembly list under "Settings" > "Printouts" > "Assembly list". |
Settings CNC | The user can modify the CNC settings under "CNC" > "CNC settings". |
Settings DXF | The user can modify the DXF export settings under "Settings" > "DXF Export". |
Settings optimisation | The user can modify optimisation settings under "Settings" > "Printouts" > "Optimisation". |
Settings project variables | The user can define variables for labour hours under "Settings" > "Project variables". |
Settings quotation | The user can modify settings for the quotation printout under "Settings" > "Printouts" > "Quotation". |
Settings sign-on service | The user can modify the sign-on service settings under "Service & Maintenance" > "Sign-on service". |
Settings user | The user can assign user authorisations to each user under "Settings" > "User". |
Settings/Additional settings | The user can modify basic settings of the program under "Settings" > "Additional settings". |
Settings/Cross section | The user can modify the layout of cross sections under "Settings" > "Cross section". |
Settings/ Currencies | The user can define and modify the currencies in the program under "Settings" > "Regional settings" > "Currencies". |
Settings/Input of elements | The user can modify the input of elements settings under "Settings" > "Input of elements". |
Settings/Interfaces | The user can add, edit and delete interfaces to 3rd party software. |
Settings/Internet | The user can modify the settings for the program internet connection under "Settings" > "Internet". |
Settings/Letterhead | The user can modify the letterhead settings under "Settings" > "Printouts" > "Letterhead". |
Settings/Material display | The user can modify settings for the material display under "Settings" > "Material display". |
Settings/Tags | The user can modify tag templates under "Settings" > "Printouts" > "Tags" > "Address tags" / "Optimisation tags" / "Element tags". |
System database | The user has access to the system database and can create and modify the data. |
User alternative eco data | The user can add, import, edit and delete alternative articles under "User database" > "Article substitutions" > "Alternative articles". |
User bottom configurations | The user can add, edit and delete user bottom configurations under "User database" > "Technical data" > "Bottom configuration". Deactivating this user authorisation does not affect the system database. |
User curved profiles | The user can add, edit and delete curved profiles under "User database" > "Curved profiles". |
User Datanorm-output | This user authorisation is currently being revised. |
User discount groups | This user authorisation is currently being revised. |
User door panels | The user can add, edit and delete door panels under "User database" > "Fillings" > "Door panels". |
User economic data | The user can add, edit and delete economic data under "User database" > "Article data". Deactivating this user authorisation does not affect the system database. |
User Georgian bars | The user can add, edit and delete georgian bars under "User database" > "Fillings" > "Georgian bars". |
User hardware | This user authorisation is currently being revised. |
User hardware macros | The user can add, edit and delete hardware macros under "User database" > "Macro" > "Hardware". |
User insulating glass unit lists | The user can add, edit and delete insulating glass unit lists under "User database" > "Fillings" > "Insulation glass units" / "Single glass" / "Fire protection glass". |
User labour hours | The user has access to "Estimation" > "Labour hours" and can add, edit and delete user labour hours. |
User panels | The user can add, edit and delete panels under "User database" > "Fillings" > "Panels". |
User parts list | The user can add, edit and delete parts lists under "User database" > "Fillings" > "Parts lists". |
User secondary prof. macros | The user can add, edit and delete secondary profile macros under "User database" > "Macro" > "Additional articles". |
User shaped glass | The user can add, edit and delete shaped glass under "User database" > "Fillings" > "Shaped glass". |
User shutter | The user can add, edit and delete shutters under "User database" > "Technical data" > "Blades". |
User standard glass | The user can add, edit and delete special glass under "User database" > "Fillings" > "Special glass". |
User substructures | The user can add, edit and delete substructures under "User database" > "Substructure". |
User system hardware | This user authorisation is currently being revised. |
User system prof./accessories | The user can add, edit and delete system articles under "User database" > "System article". |
User systems | The user can add, edit and delete system data under "User database" > "Technical data" > "System data". |
User ventilator | The user can add, edit and delete ventilators under "User database" > "Technical data" > "Ventilation elements". Deactivating this user authorisation does not affect the system database. |
User window hardware | The user can add, edit and delete window hardware under "User database" > "Window hardware" > "Window hardware". Deactivating this user authorisation does not affect the system database. |
Word processor | The user can use the internal word processor. |