Team Collaboration in TenderB
TenderB supports multi-user collaboration on tender projects, allowing teams to work together efficiently.
Adding Team Members to a Project
Step 1: Open the Project
Navigate to the project where you want to add team members.
Step 2: Access Team Settings
Click the "Settings" tab or look for a team/people icon in the project interface.
Step 3: Invite Members
Click "Invite Team Member" or "+ Add Member" button.
Step 4: Save
Click on "save".
Managing Team Member Permissions
Changing Roles:
Go to project Settings → Team
Find the team member in the list
Click the role dropdown next to their name
Select new role
Changes take effect immediately
Removing Team Members:
Go to project Settings → Team
Find the team member
Click the "Remove" or trash icon
Confirm removal
They lose access immediately
Team Collaboration Features
Real-Time Collaboration:
See who else is viewing the project (presence indicators)
View changes made by team members in real-time
Avoid editing conflicts with automatic synchronization
Activity Feed:
See recent actions by team members
Track who created or edited sections
Monitor file uploads and changes
Comments and Discussions:
Add comments to specific sections
Tag team members with @ mentions
Resolve discussions when addressed
Best Practices
Add team members at project start to ensure everyone has context
Use appropriate permission levels - not everyone needs Owner access
Clearly define roles and responsibilities
Use comments for feedback rather than direct edits when reviewing others' work
Remove team members who no longer need access
Regularly review team list to ensure it's current