Prequalifications - User Permissions
The following table highlights which user permissions are required to perform the described user action.
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.
1 'Standard' level users can view all categories response data except for Financials.
2 'Standard' or 'Admin' level permissions are required on the company's Directory tool to complete this function.
3 'Standard' level users can perform functions on items they have created.