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Procore Support (en-au)

How can I share access to a Bid Room in Portfolio Financials?

This information in this FAQ is specific to the Portfolio Financials product in Procore. 


If you are a vendor who has been invited to bid using Procore's Portfolio Financials product, you might want to share access with a relevant team member. The Project Team who owns the account in Procore decides who to send a bid invitation to, and Procore is not able to provide access for any members. However, you can add a colleague to the Bid Room if necessary.


Follow the steps below:

Note: If additional colleagues need access to the Bid Room during the RFP process, we recommend asking the Project Team to send separate invitations to bid.