Settings

Overview

A space is the top level of your organisation, where you manage account settings, control access and your data.

You can join or create as many spaces as you like - and easily switch between them. However, Estii is separated at the space level, so it is not possible to view or transfer information across Spaces.

Articles

Space settings

Manage top level settings for your space

Estimation

Manage common rates that are used in the calculation of deal pricing

Features

Invite and manage users in your space, and control access to features

Members

Invite and manage users in your space, and control access to features

Workflow automations

Synchronise changes between Estii and other platforms like Salesforce and Slack

Billing plans

Learn more about our free and paid plans, and how to manage your subscription and billing details.

Security

User settings

Customise your personal Estii experience and settings