Why am I unable to assign users to a RFQ?
Answer
When creating a Request for Quote (RFQ) from a change event, you have the option to add an assignee to that RFQ. This action sends an email message to the assignee, so that they can provide a response to the RFQ.
Requirements for RFQ Assignees
For a user's name to appear as a selection in the Assignee drop-down list for an RFQ, the person's Procore user account must meet the following requirements:
- The user must be granted 'Standard' permission on the project's Commitments tool. See Manage Permission Templates.
- The user must a member of the 'Contract Company' associated with the commitment. See Add Users to the Company.
- The user must be a member of the 'Private' drop-down list on the commitment. See Create a Purchase Order or Create a Subcontract.