ROLES & ACCESS
Who can price, and who can confirm
Add the team, assign roles, and estimating stops being one person’s job. A junior prices the drawing, a senior confirms it before it leaves, and every figure is logged against a name.
My teamIllustrative
Who can price, who can confirm, and who can send it to the customer.
| Member | Role | Can do | Last active |
|---|---|---|---|
Sajal sajal@unit.in | Owner | Everything, incl. rate card | Now |
Rajesh rajesh@unit.in | Estimator | Price, review, send | 10 min ago |
Sunil sunil@unit.in | Estimator | Price, review, send | 2 hrs ago |
Deepak deepak@unit.in | Viewer | Read estimates only | Yesterday |
Estimating stops being one person's job
Add your team, give each person a role, and the work spreads. A junior can price a drawing; a senior confirms it before it leaves the building. Everything is logged against a name.
- Owner, estimator and viewer roles
- One shared credit pool for the workspace
- Every estimate carries who priced it and when
Set up your team
Roles, permissions and one shared credit pool — no per-seat charge.