Collaborating with your team on Tendisha improves proposal quality, distributes workload, and ensures that the right expertise is applied to each tender. Inviting team members is simple and gives you control over what each member can see and do.
Steps
- Go to Team in the main navigation.
- Click Invite Member.
- Enter the team members email address. They must have a Tendisha account or be willing to create one.
- Select a role for the team member. Roles determine what the member can see and do within the organization.
- Send invitation. The team member will receive an email invitation and can accept it from their Tendisha account.
Roles explained
- Owner — Full control, billing, and team management. The Owner can do everything, including deleting the organization and managing billing.
- Admin — Manage opportunities, proposals, and team members. Admins can create and edit content and invite new members but cannot change billing or delete the organization.
- Editor — Create and edit proposals and opportunities. Editors can work on proposals and add opportunities but cannot manage team members or billing.
- Viewer — View-only access. Viewers can see opportunities, proposals, and company profile but cannot make changes.
Managing invitations
You can view pending invitations in the Team page. If an invitation has not been accepted within 7 days, you can resend it or cancel it. Team members who leave the organization are automatically removed from access.