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How can I share access to a Tender Room in Portfolio Financials?

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 Note
This information is intended for accounts with the Portfolio Financials product in Procore. 

Background

If you are a vendor who has been invited to tender using Procore's Portfolio Financials product, you might want to share access with a relevant team member. The Project Team who owns the account in Procore decides who to send a tender invitation to, and Procore is not able to provide access for any members. However, you can add a colleague to the Tender Room if necessary.

Answer

Follow the steps below:

Note: If additional colleagues need access to the Tender Room during the RFP process, we recommend asking the Project Team to send separate invitations to tender. 

  1. Navigate to the Tender Room.
  2. Click Add Bidding Team Contact.

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  3. Enter the information for the new contact.
  4. Click Invite.