How do I give users access to the estimation feature?

In this article, you will find information on how to invite your colleagues to the estimation feature in Planyard.

You have two options for granting your colleagues access to the estimation feature in Planyard. You can provide a user with access to all estimates and the full view of the estimating pipeline, or you can designate a user as the estimator for a specific estimate, allowing them access only to that particular estimate.

Giving full access

In order to give a user full access to the estimation feature and the estimation pipeline, follow these steps: 

1. Navigate to 'Company' in the top menu row. 
2. Click 'User management' in the company menu row. 
3. To edit the permissions of a user, click the three dots on the far right of the user and click 'Edit'.
4. Adjust the 'Edit estimates and target budget for projects' to 'Everyone's' 
   
5. Click 'Save'.

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

Giving access to specific estimates

In order to grant a user access to a specific estimate, you can add them as the estimator for the estimate. Follow these steps: 

1. Navigate to 'Sales' in the top menu row. 
2. Click on the estimate you wish to give your colleague access to. 
3. Click on the 'Summary' tab. 
4. Find the row that reads 'Estimator' and click the pencil.
   
5. Choose the user you wish to grant access to for this specific estimate.
6. Click 'Save'.

The user will now have access and can contribute to this specific estimate.