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Tender Room - User Permissions (Portfolio Financials)

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Tender Room

The following table highlights which user permissions are required to perform the described user action.

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Add a Tender for a Vendor in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Member to the Tender Room Team in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add or Manage Documents for a Tender Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Assign an RFI to a Member of the Tender Room Team in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Compare Tenders in a Tender Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Complete Trade Setup Details for a Tender Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Tender Form for a Tender Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Tender Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete an RFI in a Tender Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit an RFI in a Tender Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit the 'Invitation to Tender' Email for a Tender Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit Trade Setup Details for a Tender Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export RFIs from a Tender Room in Portfolio Financials icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Freeze or Unfreeze a Tenderer in a Tender Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Invite Tenderers to a Tender Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Post an RFI in a Tender Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Preview a Tender as a Tenderer in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Remove a Tenderer from a Tender Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Resend an Invitation to Tender for a Tender Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Restore a Deleted RFI in a Tender Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Revise a Tender Form for a Tender Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Select a Tenderer to Award a Contract to in a Tender Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send a Message to Tenderers from a Tender Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set Up a Contract Room from a Tender Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Unassign an RFI in a Tender Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Unlock Tender in a Sealed Tender Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Tenders in a Tender Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Messages and Activity in a Tender Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png