Permissions
Bidding
The following table highlights which user permissions are required to perform the described user action.
| Task | None | Read-Only | Standard | Admin |
|---|---|---|---|---|
| Add Notes to the Bid List |  2 | 1, 2 | | |
| Award a Winning Bid and Convert it into a Commitment | | |||
| Configure Advanced Settings: Bidding | | |||
| Create a Bid Package | | |||
| Delete a Bid Package | | |||
| Edit Bid Package | | |||
| Export a Bid Package's Bid List to a PDF or CSV | | |||
| Reinvite Users to Bid | | |||
| Respond to Pre-Bid Questions | | |||
| Retrieve a Bid Package from the Recycle Bin | | |||
| Review Submitted Bids | | |||
| Search for and Invite Bidders | | |||
| Send a New Correspondence in the Bidding Tab | | |||
| Update and Redistribute Bid Package | | |||
| Update Bid Documents | | |||
| Upload Bid Documents | n/a | n/a | n/a | n/a |
| Tasks Performed by Bidders with Planroom Tool | None | Read-Only | Standard | Admin |
| Check the Status of your Bid | 3 | 3 | 3 | |
| Download Bid Documents | 3 | 3 | 3 | |
| Indicate your Intention to Bid | 3 | 3 | 3 | |
| Submit a Bid | 3 | 3 | 3 | |
| Submit a Pre-Bid Question | 3 | 3 | 3 | |
| Update a Submitted Bid | 3 | 3 | 3 |
1 Users with 'Standard' level permission can view Bid Notes by default.
2 Users with 'Read Only' or 'Standard' level permission can be granted the Create Bid Notes, Edit Bid Notes, and/or Delete Bid Notes granular permission to perform. See Grant Granular Permissions in a Permission Template. Note: These users must also be added to the Bid Package's Distribution (see Create a Bid Package or Edit a Bid Package), so they can view the bid package and perform create, edit, or delete bid action.
3 The bidding-related tasks are performed by bidders (i.e., subcontractors) using the Company level Planroom tool. See Planroom.
Job Role
The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.
| Job Role | None | Read-only | Standard | Admin |
|---|---|---|---|---|
| Architect | | |||
| Company Administrator | | |||
| Engineer | | |||
| Owner / Construction Manager | | |||
| Project Manager | | |||
| Subcontractor | | |||
| Superintendent | |