Note: Only Admins can invite new users or manage organisation settings.
Before You Begin
Admin Access
You must have the Admin role to:
Invite new team members
Access the Organisation page
Manage user roles and team seats
If you cannot see the Organisation page, contact an Admin in your organisation.
Access the Organisation Page
To manage your organisation:
Go to
SettingsSelect
Organisation
From here, you can view your team's members, monitor seat usage, and manage user access.
Understanding Team Seats
The Team Seats section provides an overview of your organisation's licence usage, including:
A visual progress bar showing seat usage
The number of seats currently in use
The total number of seats available
Seat Types
Seats are allocated according to the type of access a user requires.
Core
Provides full access to the BidScript platform.
Best suited for:
Bid managers
Bid writers
Core delivery team members
Knowledge Hub
Provides access to:
BidBot as the primary interface
Projects the user has been explicitly invited to
Best suited for:
Sales teams
Commercial teams
Business development users
Guests
Guests have limited access and can be assigned as editors or reviewers on specific questions.
Best suited for:
Subject matter experts
External contributors
Occasional reviewers
View Existing Team Members
The Members section lists everyone in your organisation.
For each member, you can view:
Name
Email address
Assigned role
Last active date
Status
Available actions
Member Status
A member can have one of the following statuses:
Active — The user has accepted their invitation and can access BidScript.
Pending — An invitation has been sent but has not yet been accepted.
Invite a New Team Member
To invite a new user:
Select Invite User.
Enter the user's email address.
Select the appropriate role.
Select Send Invitation.
The user will be added to the Members list with a Pending status.
Managing Seat Capacity
The availability of each role depends on your organisation's licence and remaining seat capacity.
When inviting a user, a role may appear greyed out if all seats of that type are currently allocated.
To make another seat available, you can either:
Free up an existing seat by removing a user or changing their role, or
Purchase additional seat capacity.
After Sending an Invitation
After an invitation is sent:
The user appears in the Members list.
Their status is shown as Pending.
An activation email is sent to the email address provided.
Tip: If the user does not receive the invitation, ask them to check their spam or junk folder.
Need Help?
If you have problems inviting users, managing roles, or managing team seats, contact the BidScript Support team for assistance.