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How do I add a colleague to my account?

How do I add a team member to my account?

Only account administrators will be able to add new team members to the account. If you are not seeing the option to add a new user, give us a call on 1300 705 035 and we can assist you with adding colleagues to your account. 

Adding team members:

You can invite members of your team to join your EstimateOne account by heading to the Settings tab and then clicking on Users.


Next, click the 'Add New User' button, and fill in your team member's details and your team member will receive an email with a link to join the account.


You’ll have the choice to make a user as an Administrator or just a Standard user. A Standard user can do everything an Administrator can except for;

  • Adding new users,
  • Editing user details,
  • Exporting Address Books,
  • Editing Company Profile details.


   

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