如何在综合财务管理中共享对投标室的访问权限？
注意
本常见问题中的信息特定于 Procore 中的综合财务管理产品。背景
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.
答案
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.
- 导航到投标室。
- 点击添加投标团队联系人。
- 输入新联系人的信息。
- 点击邀请。