Members and roles
Invite people and choose what they can do.
- Viewer: reads bids and pursuits, exports, gives verdict feedback. Viewers are free and don't use a seat.
- Member: everything a viewer can, plus adds and edits bids and pursuits, uploads files and runs sweeps.
- Admin: everything a member can, plus edits Criteria and sources, deletes items, and manages members, security and billing.
- Owner: everything an admin can, plus ownership. Only owners can make someone an owner, and there's always at least one owner.
- Open Settings › Members.
- Enter an email, choose a role and send the invite.
- The person gets an email with a link to join.