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

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 “Permissions” tab.

NOTE: If you do not see the "Permissions" tab, click on the "Security" tab instead. You can continue with the instructions below. The "Permissions" tab is part of a new release that is currently out to a limited number of users only. Once the new release is fully released, these settings will be in the "Permissions" tab as shown in this article. 



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



If you do not have the ability to modify permissions, you will see the page below. Please reach out to a coworker listed on the right-hand side of the page to request that they give access. 



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.