Accessing Admin Settings
Admin settings are available to users with Administrator role. Click the "Admin" or "Settings" icon in the top navigation bar.
Organization Settings
Company Profile:
Organization name and logo
Contact information
Company description and capabilities
Certifications and accreditations
Key personnel and roles
This information is used by AI when generating tender responses to ensure accurate representation of your organization.
Branding:
Upload company logo
Set brand colors
Configure document templates
Customize email signatures
User Management
Adding Users:
Navigate to Settings → Users
Click "Add User"
Enter email, name, and role
Set permissions
Send invitation
User Roles:
Administrator: Full system access including settings and user management
Manager: Can create projects and manage team members
User: Can work on assigned projects
Viewer: Read-only access
Managing Users:
Edit user details and roles
Reset passwords
Deactivate accounts
View user activity
Manage licenses
Integration Settings
TenderScout Configuration:
Connect to tender databases
Configure search frequency
Set notification preferences
Email Integration:
Connect email accounts
Configure notification settings
Set up email templates
Calendar Integration:
Sync deadlines with calendar
Configure reminder settings
Security Settings
Authentication:
Enforce multi-factor authentication
Set password policies
Configure session timeouts
Manage API access
Data Protection:
Configure data retention policies
Manage backup settings
Set access controls
Review audit logs
Billing and Subscription
Subscription Management:
View current plan
Manage licenses
Upgrade or downgrade
View usage statistics
Billing:
Update payment methods
View invoices
Download receipts
Manage billing contacts
Templates and Standards
Document Templates:
Create reusable document templates
Define standard sections
Set formatting guidelines
Manage template library
Standard Prompts:
Create organization-specific prompts
Share prompts across team
Version control for prompts
Reporting and Analytics
Usage Reports:
User activity
Project statistics
AI usage metrics
TenderScout performance
Win/Loss Analysis:
Track tender outcomes
Analyze win rates
Identify improvement areas