You can invite team members to join your EstimateOne account by head to the Settings tab and clicking on Users.
If you are an Administrator, click the 'Add New User' button, and fill in your team member's details. Select the Admin button if you would like them to have Administrator access, or leave it unticked for a Standard User.
Your team member will receive an email with a link to join the account.
If you need to add multiple team members to the account, reach out to our team at support@estimateone.com or 1300 705 035 to chat about your options.
How to change user roles?
Administrators can edit your role type from Standard User to Administrator or vice versa. If you are an Administrator, head to Settings - Users. Click the 3 dots next to the user that you would like to edit, and select 'Edit Profile'.
You can set their level of access by ticking or unticking the Admin checkbox.
