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Managing Your Tender

R
Written by Raphael Cardona

Locate and select the tender you wish to collaborate on

Screenshot of: Locate and select the tender you wish to collaborate on

Scroll to the bottom of the page and click "Manage Tender"

Screenshot of: Scroll to the bottom of the page and click "Manage Tender"

Alternatively, from the Tender Index, locate and select the more icon at the far right of your chosen Tender, then click "Manage"

Screenshot of: Alternatively, from the Tender Index, locate and select the more icon at the far right of your chosen Tender, then click "Manage"

This will direct you to the manage tender screen where you can invite collaborators, manage permissions or delete your tender

Screenshot of: This will direct you to the manage tender screen where you can invite collaborators, manage permissions or delete your tender

Inviting Colleagues As Collaborators

Here you can search for colleagues to collaborate with on your tender and set their access level to the tender.

Screenshot of: Here you can search for colleagues to collaborate with on your tender and set their access level to the tender.

Once done with your selection, click "Invite +" and your colleague will receive an email notifying them of your invitation to collaborate.

Screenshot of: Once done with your selection, click "Invite +" and your colleague will receive an email notifying them of your invitation to collaborate.

Managing Collaborator Permissions

To amend a collaborator's permissions, from the manage screen, select the drop-down arrow next to their existing permission level

Screenshot of: To amend a collaborator's permissions, select the drop-down arrow next to their existing permission level

Click your desired permission level

Screenshot of: Click your desired permission level

LegalEye will update the users permissions to reflect the new permission level chosen.

Screenshot of: LegalEye will update the users permissions to reflect the new permission level chosen.

Deleting a Tender

To delete your tender, on the manage page of your chosen tender, click "Delete Tender". After which, you will be prompted to confirm your decision, click "OK" to proceed or "Cancel" to withdraw the action. Be advised, this is a permanent action. Deleted tenders can not be recovered.

Screenshot of: To delete your tender, on the manage page of your chosen tender, click "Delete Tender". After which, you will be prompted to confirm your decision, click "OK" to proceed or "Cancel" to withdraw the action.

Be advised, this is a permanent action. Deleted tenders can not be recovered.
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