TenderB

Admin settings are available to users with Administrator role. Click the "Admin" or "Settings" icon in the top navigation bar.

- 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.

- Upload company logo
- Set brand colors
- Configure document templates
- Customize email signatures

Enter email, name, and if the user shall be an admin

1. Navigate to "Team" on the left sidebar.
 
 
2. Click on "Team"
 
 
3. Click "invite user"
 
 
4. Enter email, name, and if the user shall be an admin 
 
 
5. Click on "Send invitation".

Administrator: Full system access including settings and user management

Manager: Can create projects and manage team members

User: Can work on assigned projects

- 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

- Edit user details and roles
- Reset passwords
- Deactivate accounts
- View user activity
- Manage licenses

- Connect to tender databases
- Configure search frequency
- Set notification preferences

- Connect email accounts
- Configure notification settings
- Set up email templates

- Sync deadlines with calendar
- Configure reminder settings

- Enforce multi-factor authentication
- Set password policies
- Configure session timeouts
- Manage API access

- Configure data retention policies
- Manage backup settings
- Set access controls
- Review audit logs

- View current plan
- Manage licenses
- Upgrade or downgrade
- View usage statistics

- Update payment methods
- View invoices
- Download receipts
- Manage billing contacts

- Create reusable document templates
- Define standard sections
- Set formatting guidelines
- Manage template library

- Create organization-specific prompts
- Share prompts across team
- Version control for prompts

- User activity
- Project statistics
- AI usage metrics
- TenderScout performance

- Track tender outcomes
- Analyze win rates
- Identify improvement areas

Manage organizational settings and configurations

Admin Settings Overview

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Admin Settings Overview

Accessing Admin Settings

Organization Settings

User Management

Integration Settings

Security Settings

Billing and Subscription

Templates and Standards

Reporting and Analytics