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Procore (en-CA)

Permissions

Tender 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 Member to the Tender Room Team  
Add or Manage Documents for a Tender Room  
Assign an RFI to a Member of the Tender Room Team  
Compare Tender in a Tender Room  
Complete Trade Setup Details for a Tender Room  
Create a Tender Form for a Tender Room  
Delete an RFI in a Tender Room  
Edit an RFI in a Tender Room  
Edit the 'Invitation to Tender' Email for a Tender Room  
Edit Trade Setup Details for a Tender Room  
Export RFIs from a Tender Room  
Freeze or Unfreeze a Tenderer in a Tender Room  
Invite Tenderers to a Tender Room  
Post an RFI in a Tender Room  
Preview a Tender as a Tenderer in Portfolio Financials  
Remove a Tenderer from a Tender Room  
Resend an Invitation to Tender for a Tender Room  
Restore a Deleted RFI in a Tender Room  
Revise a Tender Form for a Tender Room  
Select a Tenderer to Award a Contract to in a Tender Room  
Send a Message to Tenderers from a Tender Room  
Set Up a Tender Room  
Set Up a Contract Room from a Tender Room  
Unassign an RFI in a Tender Room  
Unlock Tender in a Sealed Tender Room  
View Tender in a Tender Room  
View Messages and Activity in a Tender Room  

Tender Room - Vendors  

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Add a Tendering Team Contact to a Tender Room        
Decline an Invitation to Tender in a Tender Room        
Message the Project Team from the Tender Room        
Submit a Tender in a Tender Room        
Submit a RFI in the Tender Room