This reference describes which GelatoConnect role can open which Estimator surface, and which UI signal indicates a permission boundary. Customer-record permissions (customer creation, customer pricing rules) are administered outside Estimator and not covered here.
Role permissions matrix
Role | Can create or edit a quote in Manage estimates | Can open Estimate Setup | Can apply staged setup changes | Can open Estimates analytics | UI signal when blocked |
MIS Admin | Yes | Yes | Yes — Apply Changes is enabled in the Pending Changes sidebar | Yes | Not applicable — no Estimator surface is blocked. |
MIS User | Yes | No | No — Estimate Setup is hidden from the sidebar entirely | No | The Estimate Setup and Estimates analytics entries do not appear in the GelatoConnect sidebar for this user. |
MIS User (read-only variant, when configured) | View only — quote fields and Calculate are disabled | No | No | No | Edit controls are disabled (greyed) on the quote workspace. The save and Calculate controls do not respond. |
GelatoConnect platform admin (no Estimator role) | No | No | No | No | The GelatoConnect sidebar does not show any Estimator entry. The user can manage other GelatoConnect modules. |
The role names above are the typical labels used in implementations. Confirm the exact label on your tenant before assigning — earlier onboarding material sometimes used MIS Manager in place of MIS Admin.
Customer-record toggles that gate Estimator visibility
Toggle | What it controls | When to change this | What depends on it |
Estimation Process (on the customer record's Jobs and Estimations panel) | Whether the customer appears in the Create new estimate customer picker. | Turn on for any customer (real or test) that estimators should be able to quote. Leave off for customers that are platform-only or that you have not yet onboarded to Estimator. | Every new estimate against that customer. With the toggle off, the customer is invisible in the estimate flow; existing quotes remain readable. |
Export and integration permissions
Capability | Required role | Where to find it | What depends on it |
Run an estimate export to a connected MIS | MIS Admin or MIS User, when the Connections integration is enabled for the export type | Estimate Setup → Settings → Connections for the integration setup; Export action on the quote for the per-quote export | A configured connection in Settings → Connections. If no connection is set up, the export action is unavailable on quotes. |
Configure or change a Connections integration | MIS Admin | Estimate Setup → Settings → Connections | Every export-enabled quote and every nightly export job. |