Manage Tender Room Access for a Project Team Member in Portfolio Financials
Objective
To manage Tender Room access for team members with 'Limited' access to a project in Portfolio Financials.
Background
Instead of having to assign 'Full Access' permissions to a Project Team member, you can assign 'Limited' access permissions and then can grant them access to specific Tender Rooms that they should be involved with.
Things to Consider
- Required User Permissions:
- 'Limited' access to the project or higher.
Note: Users with 'Limited' permissions must be on the Tender Room Team for the project in order to manage Tender Room access for other users.
- 'Limited' access to the project or higher.
Steps
- From the Project Page, scroll to the Team section.
- Click the vertical ellipsis icon across from the user's name.
- Click Manage Tender Room Access.
- 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. - Click Done.