Permissions
Planroom
The following table highlights which user permissions are required to perform the described user action.
Task | None | Read Only | Standard | Admin |
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Configure Advanced Settings: Planroom | ![]() |
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Download Bid Documents | * | ![]() |
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Reading Your Bid Package | * | ![]() |
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Submit a Bid | * | ![]() |
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View All Bid Packages in the Company | ![]() |
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View Bid Package (that they have access to) | * | ![]() |
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View the Planroom Tool | * | ![]() |
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*Bidders need to be added to the Company level Directory in order for you to invite them to bid on a project. Once a company is added to a bid package, bidders within that company will automatically be given access to the Planroom upon logging into Procore.