How subcontractors can manage security settings and permissions (Bid Board Pro)

As a subcontractor with Bid Board Pro, you have the ability to adjust security settings and permissions for coworkers within your company. Settings include the ability to:

• Modify permissions
• View the leaderboard
• View analytics and reports
• View all opportunities

Please note that you can only adjust permissions and settings if you have been assigned the ability to modify permissions. If you do not have the ability to modify permissions, please reach out to a coworker who has the “Modify Permissions” box selected next to their name so they can give you permission to manage security settings.




To manage security settings
Begin by navigating to your Bid Board from the menu on the left-hand side.



Click the “Settings” tab.



Click the “Security” tab.



By default, all coworkers within your company are given full permissions.



To remove the default setting and assign custom permissions to each coworker, unselect all checkboxes in the “Default for all employees” row then select and unselect the boxes that apply to each employee. Selecting a box underneath a column assigns those permissions, and unselecting a box underneath a column removes those permissions.



A list of what each security setting details can be found on the right-hand side of the “Security” tab.



You can also search for a coworker’s name to quickly locate them and assign custom permissions.




If you have further questions about managing security settings and permissions, please contact us at [e-mail]. We’re happy to help!