Add a New Contact to the Directory from the Bidding Tool

Objective

To add a new contact to the Company level Directory in order to invite them to bid.

Required User Permissions:
- 'Admin' level permissions on the Project level Directory tool.
  OR
- 'Read Only' level permissions or higher on the Project level Directory with the 'Create and Edit Companies' AND 'Create and Edit Users' granular permissions. See Grant Granular Permissions in a Project Permission Template.
Additional Information:
- Adding a company and contact through this process will only add them to the Company level Directory, not the Project level Directory.
- Adding a contact through this process will not automatically send an invitation to bid email. The email will be sent when the invitation to bid email is sent. See Add Bidders to a Bid Form and Invite Bidders.

You can also add a new contact when you add a new company in the Bidding tool. See Add a New Company to the Directory from the Bidding Tool.

Navigate to the project's Bidding tool.
Open the bid package.
Across from the bid form that you want to add a contact to, click the plus icon and select Directory.

Tip! You can access the same option by clicking Add Bidders on the 'Bidders' tab of a bid form. See Add Bidders to a Bid Form.
Find the company that you want to add a new contact to.
Click Add Contact in the 'Bid Contacts' column.

Note: If you want to add a new contact to a company that already has a bid contact, click the person icon and select Bid Recipients. From the Add Bid Recipients panel, click the Select Bid Recipients menu and click New Contact.
Enter the following information:
- First Name: Enter a first name for the contact.
- Last Name: Enter a last name for the contact.
- Email Address: Enter an email address for the contact.
- Permission Template: Select a permission template to assign to the new contact, or choose Apply Permission Template Later.
When you are ready to add the contact to the Directory, click Save.