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Wie kann ich den Zugriff auf einen Bieterraum in Portfolio Financials freigeben?

 Hinweis
Diese Informationen in dieser FAQ beziehen sich speziell auf das Produkt Portfolio Financials in Procore.

Hintergrund

If you are a vendor who has been invited to bid using Procore's Portfolio Financials product, you might want to share access with a relevant team member. The Project Team who owns the account in Procore decides who to send a bid invitation to, and Procore is not able to provide access for any members. However, you can add a colleague to the Bid Room if necessary.

Antwort

Follow the steps below:

Note: If additional colleagues need access to the Bid Room during the RFP process, we recommend asking the Project Team to send separate invitations to bid.