Working with Teams and Collaboration

Team Management

Tender Access Hub supports team-based workflows for organizations managing multiple bids simultaneously.

Creating a Team

Navigate to Dashboard ??? Team to create or manage your team. As the team owner, you can invite members by email. Each invited member receives an email with instructions to join.

Team Roles

• Owner ??? Full control over team settings, members, and shared data
• Manager ??? Can add/remove members and manage shared tenders
• Member ??? Can view shared tenders and participate in collaboration

Collaboration Features

From Dashboard ??? Collaboration, teams can:

• Share bookmarked tenders with the entire team
• Leave comments and status updates on shared opportunities
• Assign tenders to specific team members for follow-up
• Track team-wide bid pipeline and win rates

Best Practices for Team Bidding

• Designate a bid manager for each major opportunity
• Use shared notes for document checklists and task assignments
• Hold regular pipeline reviews using the team dashboard
• Set alert criteria that cover your team's full capability range