Administer and govern
Manage users, roles, and access to Estimator.
By Styrbjörn1 author6 articles
Assign the MIS Admin roleUse this article when a colleague needs to own shop configuration — paper library, machines, products, pricing rules, quote letter — and analytics on top of…
Assign the MIS User roleUse this article when a colleague needs to produce quotes in Estimator but must not change shop configuration — substrates, machines, prices, pricing rules, or…
How Estimator access worksUse this article when you are setting up a new tenant and need to decide which users get which role.
Estimator permissions referenceThis reference describes which GelatoConnect role can open which Estimator surface, and which UI signal indicates a permission boundary.
Set up a test customer for onboardingUse this article when your tenant is new and you want estimators to run practice quotes without touching real customer pricing.
Troubleshoot Estimator accessUse this article when a user cannot see Manage estimates, cannot open Estimate Setup, or hits permission errors when they try to save changes or run an export.