Home Team Collaboration Inviting Team Members and Managing Roles

Inviting Team Members and Managing Roles

Last updated on Feb 07, 2026

Collaborate effectively by inviting team members and setting appropriate permissions.

Adding Team Members

Step 1: Send Invitations

  1. Navigate to Settings → Team
  2. Click "Invite Member"
  3. Enter their email address
  4. Select their role (see below)
  5. Add a personal message (optional)
  6. Click "Send Invitation"

Step 2: Team Member Accepts

  • They receive an email with an invitation link
  • Click the link to create their account
  • They're automatically added to your organization

User Roles & Permissions

Owner

  • Full system access
  • Manage billing and subscription
  • Add/remove users
  • Delete organization
  • Change organization settings

Administrator

  • Manage team members (except Owner)
  • Create and manage all bids
  • Upload and manage documents
  • Configure templates and settings
  • View analytics and reports

Bid Manager

  • Create and manage bids
  • Upload documents
  • Use templates
  • View tender opportunities
  • Cannot manage team members or billing

Contributor

  • View and edit assigned bids
  • Upload documents to specific bids
  • Use templates
  • Cannot create new bids or manage team

Viewer

  • Read-only access
  • View bids and tenders
  • Cannot edit or create content
  • Useful for executives or consultants

Best Practices

Assign Roles Based on Responsibility

  • Keep number of Owners minimal (1-2)
  • Administrators for senior bid team
  • Bid Managers for active proposal writers
  • Contributors for subject matter experts
  • Viewers for stakeholders and reviewers

Use Teams for Large Organizations

  • Create teams for different divisions
  • Assign tenders to specific teams
  • Track team performance separately

Set Clear Workflows

  • Define who creates bids
  • Establish review processes
  • Assign responsibility for compliance checking
  • Designate final approvers

Managing Team Activity

Activity Log

  • View who's working on each bid
  • Track document uploads and changes
  • Monitor compliance status
  • See submission history

Notifications

Team members are notified when:

  • Assigned to a bid
  • Bid status changes
  • Comments are added
  • Deadlines are approaching

Collaboration Features

  • Comments: Discuss specific sections
  • @Mentions: Tag team members for attention
  • Version History: Track changes over time
  • Task Assignment: Assign specific sections to team members