Skip to main content

How can I grant a 'Limited' user access to a specific Tender Room in Portfolio Financials?

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


If you want to grant a user with 'Limited' project permissions access to one or more tender rooms, you can manage tender room access in the Team section for the project. 

  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 Tender Room Access.
  4. Click the toggle to the ON position next to the Tender Rooms you want to grant the user access to.
    Tip! If you want to grant access to all tender rooms, click Select All
  5. Click Done.