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Add A New User (v12)
Download and Install the EDGE Software on the Local Machine
- Inside The EDGE Admin Portal, click the App Download button.
- The Edge Installer / Notes window appears. Click Download version and then click Run or Save. Install the setup file on the users’ computer.
Add a New User
- Inside The EDGE Admin Portal click Users.
- When the User Manager screen appears, click Add (Upper right-hand corner).
- When the Add User Information dialog box appears, type in the user information.
- Password assignment or changes are done in this view.
- Click the Security tab and assign the user a “role” gives access to change and edit:
- Client Admin – The EDGE Estimator software
- Portal Admin – The EDGE Admin Portal
- Customize – You can create your own Role e.g., you only want the “estimator” to be able to create a new estimate and edit.