The Template feature allows Template creators to invite colleagues to help edit and manage the Template. This allows you to improve the Template quality by inviting co-workers with diverse expertise and dividing the Template tasks among members based on skills and roles.
Selective access controls ensure that each team member has the right level of access based on their role and responsibilities.
Owners have the highest level of control, allowing them to modify content, manage team members, and adjust permissions as needed.
Collaborators can contribute and modify content, but their ability to manage membership and permissions is restricted.
Viewers have a read-only perspective, ensuring they can access the content without altering its integrity.
Note: When a new tender is generated from the template, members invited to the Tender template will not be automatically added to the Tender. The Tender creator will have to manually add any members.
Step 1: Access the Manage Template page
When previewing a Template (see Previewing your Tender Template), click on “Manage Template” to start managing your Template’s members. This will redirect you to the manage template page, where you will see the current invited members.
Step 2: Searching for a Member to add to your template
Use the search bar to find the member you wish to invite to the Tender Template.
Step 3: Add a Member to your your template
Once you have found the relevant member, click on “Set Permissions” and select the permission you wish to assign to the invited member. Press the “Invite” button to send the invite to the selected member. The status bar next to the selected member will then change to “invited”.
Step 4: Change an invited member’s permission level.
Once you have invited a member, you can edit his permission level by clicking on the drop down option next to the current member’s permission level. Once the new permission level has been selected, a confirmation message will appear on the bottom left.
Step 5: Remove a member from the template
To delete invited members and withdraw their access to the template, click on “Remove” next to the current member’s permission level. A popup will appear, prompting you to confirm your choice. Once confirmed, the member will automatically be deleted from the “Invited Members” list.