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Permissions

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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