When a user is added to ePrint they are assigned a permissions role, this may be an Administrator or User, additionally other permissions can be created to determine the level of access a user may have in ePrint.
All users are potentially a Sales Person or an Estimator. When an estimate or a job are created you can nominate a user who is the Sales Person, additionally a user who is the Estimator. These selections are made on the first screen when creating a New estimate or when creating a Direct Job. This enables ownership of an estimate or job so that any questions relating to are directed to the correctly nominated person.
In order for an individual to appear in either the Sales Person and Estimator drop-down lists they must be an active user of ePrint.
A Sales Person or Estimator can be changed by Re-Running the Customer Details.
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If you have any further questions, please contact Support.