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Procore

Permissions

Planroom

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Configure Advanced Settings: Planroom       icon-mindtouch-table-check.png
Download Bid Documents * icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Reading Your Bid Package * icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Bid * icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View All Bid Packages in the Company       icon-mindtouch-table-check.png
View Bid Package (that they have access to) * icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Planroom Tool * icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

*Bidders need to be added to the Company level Directory in order for you to invite them to bid on a project. Once they are invited to bid, bidders will automatically be given access to the Planroom. Project managers will not need to give them access manually.