Permissions

Bid Room

The following table highlights which user permissions are required to perform the described user action.

Task

'Vendor' (Project)

'Limited' (Project)

'Full Access' (Project)

'Building Admin'

'Company Admin'

Add a Bid for a Vendor in Portfolio Financials

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Add a Member to the Bid Room Team in Portfolio Financials

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Add or Manage Documents for a Bid Room in Portfolio Financials

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Assign an RFI to a Member of the Bid Room Team in Portfolio Financials

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Compare Bids in a Bid Room in Portfolio Financials

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Complete Trade Setup Details for a Bid Room in Portfolio Financials

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Create a Bid Form for a Bid Room in Portfolio Financials

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Create a Bid Room in Portfolio Financials

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Delete an RFI in a Bid Room in Portfolio Financials

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Edit an RFI in a Bid Room in Portfolio Financials

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Edit the 'Invitation to Bid' Email for a Bid Room in Portfolio Financials

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Edit Trade Setup Details for a Bid Room in Portfolio Financials

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Export RFIs from a Bid Room in Portfolio Financials

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Freeze or Unfreeze a Bidder in a Bid Room in Portfolio Financials

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Invite Bidders to a Bid Room in Portfolio Financials

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Post an RFI in a Bid Room in Portfolio Financials

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Preview a Bid as a Bidder in Portfolio Financials

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Remove a Bidder from a Bid Room in Portfolio Financials

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Resend an Invitation to Bid for a Bid Room in Portfolio Financials

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Restore a Deleted RFI in a Bid Room in Portfolio Financials

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Revise a Bid Form for a Bid Room in Portfolio Financials

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Select a Bidder to Award a Contract to in a Bid Room in Portfolio Financials

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Send a Message to Bidders from a Bid Room in Portfolio Financials

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Set Up a Contract Room from a Bid Room in Portfolio Financials

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Unassign an RFI in a Bid Room in Portfolio Financials

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Unlock Bids in a Sealed Bid Room in Portfolio Financials

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View Bids in a Bid Room in Portfolio Financials

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View Messages and Activity in a Bid Room in Portfolio Financials

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