Inviting Colleagues

When a subcontractor or supplier is completing a tender, they can invite a colleague to help them complete that tender.

To invite a colleague, perform the following steps:

1.     Click the desired project from the Organisations page.

2.      Click a project from the projects displayed.

The Tender listing page is displayed with a list of tenders.

3.     Select any of the tenders displayed.

The Tender items tab is displayed by default.

4.     Select Invite colleague from the Actions drop-down list.

5.     Perform the following steps:

·         If the e-mail address of the colleague is listed on the page displayed, click Invite corresponding to the e-mail address of the colleague.

A confirmation message is displayed.

 

·         If you cannot see the e-mail address, enter the name or username to search whether a corresponding e-mail address exists. Click Invite of you find an exact match.

·         Click Email not in the list? Send invite directly to send an invite directly to your colleague. Enter your colleague's e-mail address in the Colleague invitation dialog box, and then click Invite.

A confirmation message is displayed.