Quick Add users

Use Quick Add to create multiple EstimatorFLEX users at once. Alternatively, you can create users one by one, but you'll save more time with Quick Add.

  1. In the navigation pane, click Administration > Users.
  2. On the Users page, click More Actions > Quick Add and select a login type.
  3. Enter each user's information in a separate row.
    • An asterisk in a column name means that the information is required.
    • If you're unsure what to enter, see the following tables to learn more.
  4. Click OK.
Quick Add ProPricer users
Email*

Enter an email address that the user can access. A validation email will be sent there.
Name*

Enter the user’s name.
Password*

Create a password for the user.
Role*

Assign a role to the user. This will set the user’s feature permissions.
Access Tags Assign access tags to the user. If no tags are available, then none have been created yet.
Delete

To remove a row of information, select the row, then click Delete.
Quick Add Windows users
Windows Login*

Enter the user’s existing Windows login in this format: DOMAIN\username
Email*

Enter an email address that the user can access. A validation email will be sent there.
Name*

Enter the user’s name.
Role*

Assign a role to the user. This will set the user’s feature permissions.
Access Tags Assign access tags to the user. If no tags are available, then none have been created yet.
Delete

To remove a row of information, select the row, then click Delete.
Quick Add Azure Active Directory users
Email*

Enter an email address that the user can access. A validation email will be sent there.
Name*

Enter the user’s name.
Role*

Assign a role to the user. This will set the user’s feature permissions.
Access Tags Assign access tags to the user. If no tags are available, then none have been created yet.
Delete

To remove a row of information, select the row, then click Delete.
Click the Download Excel Template button to get an empty spreadsheet with the same Quick Add columns. Once you've filled the template in, you can paste everything from there in the Quick Add form.

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