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 

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Fill out the information in the form.

 

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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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