Can I add Team Members outside my account to specific projects?

You betcha!

The concept of Team Members is a bit different from Users within your Company Account and it is also different from Experts (from the Ask an Expert feature).

Team Members are individuals who are active RFP360 Users that are already users in the system that you would like to get their input via Read/Write access or Read Only access a specific Proposal, Profile, or Discovery. This is best utilized by large organizations - or - companies that are contracted out by a firm. 

To access your Team Members page go to a specific Proposal, Profile, or Discovery Dashboard to access Team Members in the Project Details widget at the top left. You will see TEAM MEMBERS which should by default include the Project's POC, any writers and approvers in a badge with the User's initials in the blue-green color and the additional Team Members added outside of this company account in a yellow-orange colored badge. If you hover over them, it will reveal the full name of said individual.

Click on the TEAM MEMBERS to reveal a team member panel of the Project Team. Here you can see the Add User field to include an exact "User Email Address". Select the name and they will be populated down below.

  • *Read-Only, NO = AKA, Read/Write Access granted. *This is the default* when Team Members are added. This is similar to Manager-level access but only to this specific Project
  • Read Only, YES = Contributor Access to this specific Project with ability to see the contents of the Proposal Outline

If you have accidentally included the wrong Team Member or if you would like to revoke access to the project, you can do so by pressing the Delete trashcan icon for that individual.

Currently known limitations:
  • Read only is set by Default but the toggle starts on NO. So you explicitly toggle it from YES and back to NO for it to be NO.
  • If a user has been allowed Assigned Projects access we will not show the the Project in the list view. You can however access the Project from the email that you were sent.
Related FAQs:

Responding: Managing a Proposal

  1. How do I create a new Proposal?
  2. Administrator basics when starting a Proposal
  3. Can I create a Proposal that has Sub-sections?
  4. We've been invited to a Profile or RFP. Where is my invitation email?
  5. How do I copy an existing proposal?
  6. What is the Proposal Dashboard?
  7. How do I mention a user within a proposal/profile question's internal notes?
  8. How do I export my Proposal?
  9. Who is my Proposal Owner?
  10. Can I add Team Members outside my account to specific projects?
  11. How do I delete a Proposal?
  12. How do I pick my font in RFP360?
  13. Can we use our own Word proposal template for exporting?
  14. What are Proposal template placeholders in the export?
  15. What is my Proposal Export supposed to look like with the Table of Contents (TOC)?
  16. How do I choose a Default Proposal Template and/or Style?
  17. Can I modify the numbering in a Proposal?
  18. How do I search for past responses?
  19. How do I keep my Knowledge Filter set across a Proposal?
  20. How do I know if my knowledge library was used to complete a response?
  21. How do I move sections around?
  22. What are proposal analytics?
  23. How do I delete a Section?
  24. Why is the Excel export different from the Word version?
  25. How do you setup reminders/notifications for team members?
  26. I'm out of proposal credits. How do I buy more?
  27. Using Ask An Expert - Expert Response
  28. How do I close out a Proposal?
  29. How do I move a Proposal?
  30. What is the character limit in Questions?
  31. Including Excel drop-down lists in your RFP response
  32. Can I move questions to another Section?
  33. How do I upload multiple sections using the Excel Proposal Section Upload template?
  34. How can I tag a question from within my Proposal?
  35. How much time are we spending on Proposals and how are the Metrics tracked?
  36. How do I use/manage placeholder text in a Proposal?
  37. Can I refresh my Exports page?

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