A Project Owner can create, view and edit estimates, but require a user with Manager level permissions, removing the functionality of sending without consent. This setting can be beneficial for new, or junior users who require approval prior to releasing.
Once the estimate has been authorised by the higher level user, the project owner can send, or download the estimate. If changes are made to the estimate by a Project Owner level, the status reverts to a draft status, requiring authorisation again before being sent to the client.
To submit an item for authorisation, click on Submit for Approval
You will then be prompted with a pop-up box to select the team member to authorise and send.
The higher level user will then receive a notification based on their set preferences, it will also appear on their Dashboard in recent activity, they can click on this to be taken directly to the item to edit or send.
