The Answer Workspace is built for several people to work on a bid at once - contributors, reviewers and subject matter experts - while keeping ownership clear and every change on the record.
Two things control what someone can do: the seat type they hold in your organisation, and the role they are given on an individual question.
Question-level roles
Every question can have assignees and reviewers. The split between them is deliberate: it prevents accidental or unauthorised changes to a draft under review.
Assignees | Own the draft. They create and generate content, edit and refine it, use BidBot for drafting and regeneration, and resolve comments and content gaps. |
Reviewers | Provide quality, compliance or technical oversight. They can view everything in the questions they are assigned to and can comment and join discussions, but cannot edit the answer text directly. |
Reviewers shape the answer through comments rather than by rewriting it. See Comments and feedback.
Seat types
Seat type determines what somebody can reach before any question-level role is applied.
Core - Admin | Full access to the platform. Can view every project, question and workspace, create projects, invite users and manage settings. Does not need to be assigned to a question to open it. |
Core - Member | Must be invited to a project, then assigned as an assignee or reviewer to work on individual questions. Access is limited to the projects and questions they are assigned to. |
Knowledge Hub | Must be invited to a project. Read-only by default, and must be assigned as an assignee or reviewer to contribute at question level. Typically used for knowledge sharing and controlled contribution. |
Guest / SME | Invited directly as an assignee or reviewer on specific questions. Full access to those questions only, read-only across the rest of the project. Suited to external experts, partners and specialist reviewers. |
For managing seats across your organisation, see Organisation & Team Seats.
Assign one question
Select the row of the question in the Question table
Click the three dots at the top of the Question table
Click Configure
Choose one or more people, and set each as Assignee or Reviewer.
Use this for targeted changes or when bringing in a specialist on a single question.
Assign many questions at once
Bulk assignment is the fastest way to establish ownership across a whole bid, and the recommended approach at the start of a project.
Go to the Questions tab, or view questions at Document or Section level in your project.
Select all questions, or a subset.
Click the three dots at the top of the Question table
Click Configure
Set assignees, reviewers, word limits and weightings as required.
Confirm to apply the settings to every selected question.
Assigning a whole document section at once is often easier than picking rows out of the full question list. See Viewing questions by document and section.
Working at the same time
Several people can work in the same Answer Workspace simultaneously. Changes save automatically and appear in real time for everyone with edit access, which means parallel drafting without version conflicts, and immediate clarification instead of waiting on a reply.
Presence indicators
Presence indicators show who is active where, so two people do not unknowingly work on the same answer.
In the Answer Workspace, they appear at the top, showing who is currently viewing or editing that question.
In the Questions view, they appear beside each question row.
Hover over an indicator to see the person's name.
Best practice
Assign roles early and clearly, so nobody is unsure who owns what.
Use bulk assignment on large bids to keep ownership consistent.
Bring in guests and SMEs at question level, so their access stays focused.
Ask reviewers to comment rather than edit — it keeps the audit trail clean and ownership unambiguous.
Check presence indicators before starting on a question someone else may already be in.
Related articles
Comments and feedback — how reviewers raise and resolve points on a draft.
Organisation & Team Seats — seat limits and who has access to your workspace.
Inviting Team Members — adding people to your organisation.
Managing the question table — assigning, word limits and weightings from the question list.
Version control — the audit trail behind every change.