Manage Opportunity Team

If you want to involve additional users from your organization in the tender process for an opportunity, you can assign specific role levels to your team members. If you need to add an unregistered user to your team, start by adding them on the My Organization page. See Add a User.

To manage an opportunity team:

  1. On the My Opportunities page, select a tender package.
  2. Select the Team tab to open a list of team members involved in the opportunity. The number of invited members, administrators, editors, and viewers displays at the top of the page. You can click on these category chips to filter accordingly.
  3. Type the name of a user or an office into the search field to find a specific user from your organization.
  4. View and adjust their level of participation, if needed. Members who have been invited by the general contractor display an Invited badge in addition to their role level. Role level options are Admin, Editor, and Viewer. Names display in alphabetical order from Invited status first, followed by role level.
    • Admin: Admin level users for an organization who can interact with the opportunity to view and adjust any tender and team specifics. These users do not have the option to be added as Editors because they already have administrator privileges in Preconstruction and are also editors by default.

      See Administrator Roles and Privileges.

    • Editor: Users who have been granted permissions to submit and revise tenders, create and respond to RFIs, and manage team details for a specific opportunity. Change an Editor to a Viewer by selecting Remove Edit Access beside the user's name.
    • Viewer: Users who have access to the opportunity for information purposes only. They cannot edit any opportunity details unless they are given edit access. Change a Viewer to an Editor by selecting Give Edit Access beside the user's name.