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 "Team" on the left sidebar.
Click on "Team"
Click "invite user"
Enter email, name, and if the user shall be an admin
Click on "Send invitation".
User Roles:
Administrator: Full system access — manages users, roles, security settings, integrations, templates, billing, and licenses. Can reset passwords for other users via Settings → Team Management.
Manager: Can create projects and manage team members within projects. Cannot access organisation-level settings.
User: Can work on assigned projects — view and edit content, upload files, create chats, and collaborate with the AI.
Viewer: Read-only access to projects and documents. Cannot edit content, upload files, or create chats.
Managing Users:
Edit user details and roles
Reset passwords
Deactivate accounts
View user activity
Manage licenses
Resetting a user's password (admin-initiated):
Go to Team in the left sidebar.
Find the user in the list.
Click the three dots (⋯) next to their name and select Reset password.
The user receives an email with a reset link, valid for 24 hours.
If the user does not receive the email, ask them to check their spam/junk folder and confirm their email address is correct. If your organisation uses SSO, password resets are managed through your identity provider, not through TenderB.
Guest Users vs. Workspace Users
TenderB has two levels of user access that work differently:
| Workspace User | Guest User |
Invited via | Team → Invite member | A specific project → Settings → Team |
Appears in | Global Team overview | Project team list only — never in the global overview |
Can access | All projects they are assigned to across the workspace | Only the specific project they were invited to |
Role | Administrator, Manager, or User | Project-level access only |
Common issue: If you invite someone as a guest first and then try to invite them as a workspace user, the invitation will appear to succeed but the user will not appear in the Team overview and may not receive the new email. This is because their guest account blocks the workspace invitation. To convert a guest to a workspace user, contact TenderB support and provide the user's email address — the guest account needs to be cancelled first before a full workspace invitation can be sent.
Removing a user from a team: When you remove someone from a team, you may see a notification saying the account is "scheduled for deletion" or "locked out". This refers to their access to that team only — if the user is still a member of another team in your workspace, their overall TenderB access is unaffected. Contact support if colleagues lose workspace access after being removed from a single team.
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