Introducing the Administration portal, a self-serve space for system administrators to manage their company's account and user-level settings with greater control. The Administration portal can be easily accessed in the left navigation panel and allows for the management of user, proposal, and integration settings.
With Administration, system administrators can manage user roles, curate a library of reusable proposal sections and control when they can be used during the scoping process, as well as create webhooks for real-time notifications.
We are committed to empowering you and your company to source autonomously. We will continue to release additional self-service administration capabilities within the new portal in the near future, so you can have even more granular control over your sourcing process.
