Remove a Tenderer from a Tender Room in Portfolio Financials

Objective

To remove a tenderer from a Tender Room in Portfolio Financials.

Background

If you have already invited tenderers to a Tender Room and want to remove a particular tenderer, you can remove them from the Tender Room. 

Things to Consider

• Required User Permissions:
  • 'Limited' access to the project or higher.
    Note: Users with 'Limited' access must be on the Tender Room Team for the project. 
• Additional Information:
  • If you remove a vendor from the tender, they will not be notified.
  • If you only need to remove a particular contact from the Tender Room, see Remove Tenderer Contacts from a Tender Room in Portfolio Financials.

Steps

1. Navigate to the relevant Tender Room. 
2. Click the Manage Tenders tab.
3. Click the vertical ellipsis  icon on the vendor's card.
4. Click Remove.
   
5. Click Yes, I'm Sure to confirm.

See Also

• Invite Tenderers to a Tender Room
• • Remove Tenderer Contacts from a Tender Room in Portfolio Financials