Learn about the different Tender Roles and their permissions.
When inviting companies or colleagues into a tender, the tender owner can assign them roles depending on what set of permissions he would like to give them. Roles & permissions closely match functional roles and as such as labelled as such.
Here is a list of the roles that can be assigned to companies or users:
- Executive Officer (EO): Executive Officers are the owners of the tender and as such have complete control over it. Tenders can have more than one executive officer, but they must all be from the same company.
- Auditor (A): Auditors are companies or users who are given the same level of visibility into a tender as the executive officers, but without any action right. Typical cases might be project owners, project managers or financial departments.
- Documenter (D): Documenters are companies or users who are tasked with supplying the tender documents. They are also tasked with answering all Clarification Requests and ensuring that the tender documents are up to date. Only Documenter Supervisors are allowed to submit Documents for review.
- Verifier (V): Verifiers are companies or users who are responsible to ensure that the documents uploaded by the Documenters are proper and according to local regulations. While all verifiers can submit review notes to documents they have been appointed to, only Verifier Supervisors can start the review process, appoint specific documents to individual verifiers and communicate the decision back to the Documenter.
- Bidder (B): Bidders are companies who will submit bids based on the tender documentation. Bidder users are allowed to fill the bid prices, accept documents and issue Clarification Requests, but only Supervisors are allowed to submit or withdraw the bid.