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Edit Bidders on the Bid Invitation

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 Legacy Content
If your project's Bidding tool has been updated to Bid Management Enhanced Experience, see View and Manage Bidders on a Bid Form.

Objective

To edit bidders on the bid invitations by removing or adding a different person from the company to receive bid invitations.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project’s Bidding tool.
  • Additional Information:
    • You cannot remove a whole company from the bid list if there are bidders associated with the company in the Recipient List.
    • You can remove individuals from a company by replacing them with different users. 

Steps

  1. Navigate to the project's Bidding tool. 
  2. Locate the bid package that you want to modify. 
  3. Click View.
  4. Click Reinvite next to the company you want to remove a bidder from.
  5. Click the X next to the user you no longer want invited to bid.

    remove-bidder-from-invite.png
     
  6. Select the person you want to instead receive the bid invitation from the drop-down list.
  7. Click Resend Invitations.

See Also