Management of permission and users

User management

Each user of ESTIMATION should have its own user. This will allow you to manage the permissions of each user individually. Each estimator will also be able to have his or her name associated with the bids he or she creates, and it will be easier to manage each user's activities in the software. The number of users is not limited on ESTIMATION. The number of simultaneous connections is limited by the number of licenses.

1. Click on the "Management" menu at the top left

2. Go to the user management

3. Click on the "Add" button on the left

4. In the right section, fill in the fields of the "User" tab

5. If you set a temporary password, check the box "Change password at next login" so that the user will enter his own password when he logs in for the first time

6. Go to the "Groups" tab to associate the user to one or more permission groups (see the "User Group Management" section for more details on user groups).

Associate a user with an employee of the company

It is possible to create one or more companies in ESTIMATION, and to associate users with one or more of these companies by creating employees. Only employees of a company can create a bid in their name (as an estimator, salesperson, or other), so by associating your user with an employee of the company, ESTIMATION will automatically associate your name with the bids you create.

1. Click on the company management module on the top left

2. Go to the "Employees" tab in the right section

3. Click on the "Contact Search" tab to view the list of employees already created

4. Click on the "+" button to add an employee

5. Fill in the fields and indicate if the employee is an "Estimator Seller" (this will associate the employee to a bid as an estimator or seller of the bid)

6. Associate the employee to a user by clicking on the "..." button

7. Add the signature in .bmp format so that it appears on the customer report

Management of user groups

1. In the Management menu, go to the "User groups" management

2. Add a group by clicking on the "+" button

3. Fill in the fields

4. Click on "Save".

5. Go to the "Users" tab to add users to this group.  (see the section below)

Associating users to a group

1. In the user group management

2. Go to the "Users" tab

3. Click on the "+" button to display the users of the system

4. Use these arrows to associate or dissociate users to the group

Associate or disassociate a user group with a domain

1. In the user group management

2. Go to the "Domain" tab to see the domains that are associated with the group

3. Click on the "+" to display all the domains of the software

4. Use these arrows to associate or dissociate domains to a group