How to Add an Additional User

Last Updated By Michael Croteau

Updated at October 22nd, 2021

Clear Estimates Pro customers have the option to add additional users via email. This is great for anyone with multiple estimators, sales teams or office managers who need their own login for Clear Estimates! 

PRO Only Feature

Adding additional users to your account is a PRO only feature. How to Upgrade or Change Your Subscription‍ 

To add an additional user, click the Options tool in the top right corner:

This will open your Options tool.

From the list on the left, find the "My Account" section, and click "Additional Accounts":

Now, enter your additional user's email, and click "Add" to send an invite:

An invite will be sent to their email. Your additional user can open that email, and click the link to set up a password for their account:

That’s it! Your new user has been added.

Here is a list of everything additional accounts can (and cannot) do in Clear Estimates: 


Note: To remove an additional user, open your Additional Accounts page, and click "X" (under "Remove Invite"):

 


For more information about Clear Estimates Pro and our pricing plans, click here.

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