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How can I share access to a Bid 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 bid 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 bid invitation to, and Procore is not able to provide access for any members. However, you can add a colleague to the Bid Room if necessary.

Answer

Follow the steps below:

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

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

    add-bidding-team-contact.png
  3. Enter the information for the new contact.
  4. Click Invite.