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Manage Bid Room Access for a Project Team Member in Portfolio Financials

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 Note
This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information. 

Objective

To manage Bid Room access for team members with 'Limited' access to a project in Portfolio Financials.

Background

Instead of having to assign 'Full Access' permissions to a Project Team member, you can assign 'Limited' access permissions and then can grant them access to specific Bid Rooms that they should be involved with. 

Things to Consider

  • Required User Permissions:
    • 'Limited' access to the project or higher. 
      Note: Users with 'Limited' permissions must be on the Bid Room Team for the project in order to manage Bid Room access for other users.

Steps

  1. From the Project Page, scroll to the Team section.
  2. Click the vertical ellipsis icon-ellipsis-vertical.png icon across from the user's name. 
  3. Click Manage Bid Room Access.
    manage-bid-room-access.png
  4. Click the toggle to the ON position next to the Bid Rooms you want to grant the user access to.
    Tip! If you want to grant access to all bid rooms, click Select All. 
  5. Click Done.