Prequalifications

Prequalifications 

The following table highlights which user permissions are required to perform the described user action.

Task	None	Read Only	Standard	Admin
Add a Comment on a Prequalification Form			1
Assign a Prequalification Primary Contact
Bulk Invite Companies to Prequalify				2
Configure Advanced Settings: Prequalifications
Create a Change Request for a Prequalification Form
Customize the Column Display in the Prequalification Tool
Delete a Comment on a Prequalification Form			3
Edit the Prequalification Form
Filter Prequalification Forms
Invite a Company to Prequalify				2
Preview the Prequalification Form
Review a Submitted Prequalification Form			1
Set the Status on a Prequalification Form
View a Comment on a Prequalification Form
View a Company's Prequalification Information
View the Change History of a Prequalification Form
View the Prequalification Company List

Users need to be added to the Company level Directory in order for you to invite them to prequalify. Once they are invited to prequalify, they will automatically be given 'Read Only' permissions on the Prequalification Portal tool.

¹ 'Standard' level users can view all categories response data except for Financials.

² 'Standard' or 'Admin' level permissions are required on the company's Directory tool to complete this function.

³ 'Standard' level users can perform functions on items they have created.

Recent Changes

No recent notable changes.