What permissions do tenderers need in order to be invited to tender and submit a tender?
Answer
- Tenderers need to be added to the Company level Directory in order for you to invite them to tender on a project.
- Once they are invited to tender, have finished account set up and logged in, tenderers will automatically be given access to the Planroom.
- You will not be able to give tenderers any other access until they are added to the project's Directory.
- Tenderers do not need access to any other tab to access the tender package.
- When a tenderer is awarded a contract, add them to the Project level Directory and give them "Subcontractor" permissions.