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Procore

Permissions

Bid Room

The following table highlights which user permissions are required to perform the described user action.

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Add a Bid for a Vendor in Portfolio Financials  
Add a Member to the Bid Room Team in Portfolio Financials  
Add or Manage Documents for a Bid Room in Portfolio Financials  
Assign an RFI to a Member of the Bid Room Team in Portfolio Financials  
Compare Bids in a Bid Room in Portfolio Financials  
Complete Trade Setup Details for a Bid Room in Portfolio Financials  
Create a Bid Form for a Bid Room in Portfolio Financials  
Create a Bid Room in Portfolio Financials  
Delete an RFI in a Bid Room in Portfolio Financials  
Edit an RFI in a Bid Room in Portfolio Financials  
Edit the 'Invitation to Bid' Email for a Bid Room in Portfolio Financials  
Edit Trade Setup Details for a Bid Room in Portfolio Financials  
Export RFIs from a Bid Room in Portfolio Financials
Freeze or Unfreeze a Bidder in a Bid Room in Portfolio Financials  
Invite Bidders to a Bid Room in Portfolio Financials  
Post an RFI in a Bid Room in Portfolio Financials  
Preview a Bid as a Bidder in Portfolio Financials  
Remove a Bidder from a Bid Room in Portfolio Financials  
Resend an Invitation to Bid for a Bid Room in Portfolio Financials  
Restore a Deleted RFI in a Bid Room in Portfolio Financials  
Revise a Bid Form for a Bid Room in Portfolio Financials  
Select a Bidder to Award a Contract to in a Bid Room in Portfolio Financials  
Send a Message to Bidders from a Bid Room in Portfolio Financials  
Set Up a Contract Room from a Bid Room in Portfolio Financials  
Unassign an RFI in a Bid Room in Portfolio Financials  
Unlock Bids in a Sealed Bid Room in Portfolio Financials  
View Bids in a Bid Room in Portfolio Financials  
View Messages and Activity in a Bid Room in Portfolio Financials