Note: You need administrator access to complete the steps outlined in this article.
Important Note: All company users within an account share the same databases. If a user makes changes or edits to the database, it will apply to all the other company users as well. Account administrators have the ability to set user permissions to prevent unauthorised changes and edits to the database.
You may add or replace users but not delete users.*
Click on User Preferences at the top of the page and click on the Company Users tab.
The account description displays the number of company users your account is entitled to. Click on Add User if you are adding a new user.
If you are replacing or updating a user, click on the pencil icon against the user you wish to update.
Note: You will still be able to access estimates that have been created by the initial user. Replacing or updating a user will not delete previous estimates.
If you need to increase the number of users in your account, please contact us to discuss your subscription.
Enter the new user's Name, Surname and Email. These fields are mandatory and you must complete these details to proceed.
Click on the Is Active User? drop-down menu and select Yes. Click on the Reset Password? drop-down menu and select Yes; a password reset email will be sent to the user.
Click Save to proceed.
Read this article to learn about the access functions and restrictions that you may apply to company users.
*Note for Estimator Platinum Education subscribers: As an administrator, you may bulk import users and delete users.