Prequalification Portal

The Prequalification Portal tool is designed for Subcontractors or other collaborators to efficiently complete and submit the required prequalification materials to the General Contractor (GC) or Owner.

This tool allows you to easily handle all submission actions, including:

View the prequalification form
Submit a prequalification form
Respond to a change request

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How do I give users access to the Prequalifications tool?

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Prequalification Portal

The following table highlights which user permissions are required to perform the described user action.
Note: Users will only have access to prequalification forms that they have been invited to collaborate on.

Task	None	Read Only	Standard	Admin
Edit a Prequalification Form via the Prequalification Portal
Respond to a Prequalification Change Request
Submit a Prequalification Form
View a Prequalification Form

Users need to be added to the Company level Directory in order for you to invite them to prequalify. Once they are invited to prequalify, they will automatically be given 'Read Only' permissions on the Prequalification Portal tool.

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Submit a Prequalification Form

Prequalification Portal

Prequalification Portal

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