New Users
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      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. 

      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.

      Watch the video below for a walkthrough of how to create a new user in RhinoDox: