How to give users access to the estimation pipeline

You can grant users access to the estimation pipeline in two ways: full access to all estimates or access to specific estimates only.

1. Grant full access to all estimates

To allow a user to view and edit all estimates and access the entire estimation pipeline:

1. Click Company in the top menu.
2. Select User management.
3. Click the three dots next to the user and choose Edit.
4. Set Edit estimates and target budget for projects to Everyone’s.
5. Click Save.

The user now has full access to all estimates and the estimation pipeline.

2. Grant access to a specific estimate

To assign a user as the estimator for a specific estimate:

1. Click Sales in the top menu.
2. Open the desired estimate.
3. Go to the Summary tab.
4. Click the pencil icon next to Estimator.
5. Select the user you want to assign.
6. Click Save.

The user now has access to that specific estimate and can contribute accordingly.