Important Notes
- Beck Tech cannot add Bid Day users system-wide or to specific projects.
- It is recommended to designate additional users as either Project Admin or Contributor when creating a project to ensure they have the necessary permissions to edit the project.
- Individuals granted access to Bid Day will, at the very least, have read-only permissions for all projects within the system, but will not be able to edit any projects if they are not a Project Admin or Contributor on a specific project
- For instance, both you and I hold the roles of "admin," "contributor," and "project admin." Since I set up the Project as the Project admin, you won’t be able to make any edits unless I designate you as a "contributor" or "project Admin" for that project.
There are two distinct levels of permissions: system-wide and project-specific. To actively participate in a Bid Project, users must hold one of two roles: either a project admin or a contributor assigned to that specific project.
System-Wide
Project Specific Role
Admin
- The initial configuration of the system involves appointing a primary administrator responsible for managing the Bid Day Site.
- Can modify system settings.
- Can give permission to other people.
- Can be delegated.
Project Admin
- Can create and delete projects.
- Can invite team members to join their projects.
- Cannot give someone admin rights.
- Can modify numerical entries on the Bid Summary page, provided the bid is not locked.
- Bid Day will create an auto note of this change.
- Can toggle alternates on and off to evaluate their effect on the bid.
Contributor
- Can access and edit Projects they are assigned to.
- Can be assigned a Bid Package to work on.