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: