How do I add a user to my account?

We have a new estimator, how do I add them to my account?

When you hire a new estimator or would like to add someone to your RhinoDox account there are two ways to accomplish this. 

Before you add a user, make sure you understand Security Types detailed below.

NOTE:  A user must have either Estimator Only Access or Administrator Access provided when being added.

Two Security Types

Estimator 

  • RhinoDox Security can be setup so that estimators will only see the jobs that they are working on. They cannot see others projects. 
  • However, other Estimators can copy and share a link to a project that any user can click. 
  • If you would like to enable this option please reach out to RhinoDox Customer Success at support@rhinodox.com and we can create and 'Estimators' Group.

Administrator

  • Administrators can do everything. Configure Libraries and General Settings. Add and delete users. Administrators can see ALL projects. 
  • If you want an estimator to see all projects they currently HAVE to be an Administrator.
  • On our Product Roadmap, we are introducing a 'role' feature for managers to see their teams work. 
  • We will also allow estimators to have different views of projects without Admin credentials.
  • NOTE: If you need estimators to see ALL projects, please communicate to NOT go into Settings.

Below are the steps to create a new user: