How subcontractors can assign and unassign coworkers to bids (Bid Board Pro)

Assigning a coworker to a bid helps you keep track of who is responsible for organizing communication, analyzing files, and submitting bids.

Please note that the ability to assign a coworker to a bid is a Bid Board Pro feature. If you are interested in learning more about upgrading to Bid Board Pro please contact [e-mail].


How to assign a coworker to a bid
To assign a coworker to a bid, navigate to your Bid Board then click on the bid.



Under the "Team Summary" section on the right-hand side of the bid overview page, click on the icon, “Assigned.”



Next, type the name of the coworker you would like to assign and press "enter" or click on their name. Assigning a coworker will send an email notification to let them know they have been assigned to a bid. They will continue to receive notifications for this opportunity for as long as they remain "assigned". 



Please note that you can only assign coworkers within your own office.

You can also assign coworkers to bids from your Bid Board by clicking on the circular icon in the “Assign” column to the left of the bid title.



In the drop-down menu, search for your coworker then press “enter” or click on their name to assign the bid to them.




How to unassign a coworker from a bid
To unassign a coworker from a bid, navigate to the “Your Team” section of the bid then click on the name of the individual you’d like to unassign.



On the drop-down menu click “Unassign.”



You can also unassign a coworker from your Bid Board by clicking on the icon to the left of the bid title then selecting the “Unassign” option from the drop-down menu.





Please note that if a coworker is unassigned from a bid, they will not receive an email notification.


If you have further questions about assigning coworkers to bids please contact us at [e-mail]. We’re happy to help!