New year, new role: Bid manager

Going forward, the bid manager role will be required to use our new Flowcase AI: proposal assistant functionality.

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Why We're Adding This Role

We've heard from our customers that:

• Bid managers wants greater control over their company's proposals
• Administrators want to empower bid teams without granting full admin access

The Bid Manager role bridges this gap, giving your bid team members the permissions they need while maintaining appropriate access levels.

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Bid Manager Capabilities

Users with the Bid Manager role can:

• Read and edit all company proposals and their content
• Export all report types from all users (CV reports, Reference project reports)
• This role can be combined with other roles (Department Manager, Reference Manager, Country Manager, etc.)

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Getting Started

This role will be essential for utilizing our upcoming AI-powered Proposal Assistant functionality. Administrators can begin assigning the Bid Manager role to appropriate team members in preparation for this release.

For questions about role configuration or the upcoming AI Proposal Assistant, please contact your administrator or our support team.

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