How to Add Users to Your Account

1 min read

You can invite team members to join your E1 account by heading to the Team tab.

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If you can't see this page, you do not have Administrator access. Reach out to our team at support@estimateone.co.uk or +44 20 3868 4986 and a member of our team will be able to assist.

If you are an Administrator, click the 'Invite new team member' button, and fill in your team member's details.

Your team member will receive an email with a link to join the account, and will have standard user access by default.

If you need to add multiple team members to the account, reach out to our team at support@estimateone.co.uk or +44 20 3868 4986 to chat about your options.

How to change user roles or delete/remove users

Administrators can edit your role type from Standard User to Administrator or vice versa. If you are an Administrator, head to the Team tab.

Click the 3 dots next to the user that you would like to edit, and select 'Edit User'.

Select โ€˜Delete userโ€™ to remove them from your team or click โ€˜Resend access linkโ€™ to send them a new link to your team account.

You can set their level of access by ticking or unticking the โ€˜Is Administratorโ€™ checkbox.

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