How to share bid form templates with team members

You can share your bid form templates with your team members to allow them to contribute to the template.

In this article, you'll learn: 

• How to share a bid form template
• What is the Lead on a bid form template?
   

To share a bid form template

Click "Projects" using the menu on the left-hand side and navigate to the “Bid Form Templates” tab. 



Click on a template you want to share.



Click on the “Share” tab.



Start by typing into a coworker's name or select it from the list. 



Once selected, the colleague will have permissions to "View and edit" the bid form template in their BuildingConnected account. 

If you don't want a teammate to edit the template, you can choose to only allow View permission. click on the drop-down menu under “Actions” and select "Set to view only". 



Tip: In the Actions menu, you can also select to "Remove teammate" or "Resend invitation" to resend the email invitation to your teammate to join the bid form template.
 

What is the Lead on a bid form template?

By default, the person who created the template is set as the "Lead" of the bid form template. Only leads can delete a bid form template. Other members of the template also can't change their permissions. 

To change the "Lead", clicking the button in the "Lead" row for the person that you want to change the lead to. 



Confirm by clicking "Set Project Lead".