How do I add a new user to WeEstimate?

Note:  Only a system admin has rights to setup a new user.

For best practice it is always recommended that you copy users from an existing user who may have a similar profile. (ex: sales user, system administrator, etc) 

This allows the user to automatically have all the appropriate groups, managers, or managed permissions automatically selected. 

To Copy a user: 

Go to Tools -> System Configuration 

Right Click on the user you want to copy

Select Copy

Select the Office you want to paste the new user into

Click on Paste Icon 

 

You can then fill out the information in the form.

 

 

To setup a new user, without copying,  follow the 5 easy steps shown below:

Tools > System Configuration > Users

  1. Click New
  2. Add the user to a group
  3. Complete the user information form [Note:  The User Mapping dropdown is only needed for clients integrated with SedonaOffice]
  4. Click on the Licensing tab and check the box next to the applications the user should have access to.
  5. Click Save
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