The following table highlights which user permissions are required to perform the described user action.
+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.
1 Users must also have 'Admin' level permission to the Project level Directory tool to complete this function.
Note: In projects updated to Tender Management Enhanced Experience, this action can also be performed by users with 'Read Only' or higher permissions to the Project level Directory tool with the 'Create and Edit Companies' AND 'Create and Edit Users' granular permissions.
2 Users with 'Standard' level permission can view Tender Notes by default.
3 Users must also have 'Read Only' or higher permissions to the Documents, Drawings or Specifications tools. Users can only view and update items that they have access to.
4 Users with 'Read Only' or higher level permissions to the project's Tendering tool AND added to the Tendering CC Group can complete this function.
5 These tasks are performed by tenderers using the Company level Planroom tool. See Planroom.