Configure Advanced Settings: Planroom

Users that have access to the Company level Planroom tool can view bid forms and download bid documents for the company's projects. Note that users can access bid documents and bid forms for the projects that they have been invited to bid on even if their permissions are set to 'None' for the Planroom tool.

• Required User Permissions

1. Navigate to the company's Planroom tool.

2. Click the Configure Settings icon to view the tool's user permissions.

3. Select the Planroom permission level for each user. ​