Security Roles related to exports and reports.
To access security roles at Project level click Global Settings > Security > Edit rolesApprove for order
When enabled: At Project level under Quotation Acceptance button the option Set approved order date is available. Note: There must be a quotation sent for this to work.
When disabled: The option Set approved order date is greyed out and unavailable.
For more information see article Quotation Acceptance
Printing, sending and exporting orders that are approved for ordering
When enabled: At Project level when right-clicking an Alternative and selecting Order and Delivery the options Print and Send e-mail are available.
When disabled: The options become greyed out and unavailable.
For more information see article How to send a supplier order
ASCII Exports (Project AND alternative level)
When enabled: Allows the user to create and send ASCII exports of the alternative, project and quotation.
When disabled: All buttons regarding ASCII exports are greyed out.
For more information see this article Export documents as an ASCII file
Customise/Edit printouts and Macro's in Select form dialogue
When enabled: Allows the user to Customise printouts when printing a Quotation. They can also access the functions under the Macro definition button when printing Plans, Elevations and Perspectives.
When disabled: The Customise button is not visible in the Quotation window, and the Macro definition button is not active.
For more information see the following articles:
Printing a Perspective drawing
Layout customisation > Save to system settings
When enabled: Inside the Quotation > Print quotation > Customise button the tick box Save to system settings is available. This enables users to save any customisations they have made as the default printout.
When disabled: The tick box Save to system settings is still visible but is not active.
Edit Print Preview
When enabled: When printing a quotation, in the Preview window, the option File > Edit Printout is available, allowing the user to manually edit the printout.
When disabled: The option Edit Printout is greyed out and the functionality unavailable.
For more information see article - How to manually edit a print preview
Export preview to RTF
When enabled: Enables users to export print previews as .RTF files.
When disabled: The option to export print previews as .RTF files becomes unavailable.
For more information see article How to export a document as an .RTF file
Statistical reports (only for Winner legacy users)
When enabled: Allows users to access the Reports tab on the menu bar at Project level.
When disabled: The Reports tab is not available.