Q&A roles are an additional, optional roles that are specific to the Q&A section. To activate the Q&A within the Room a Q&A role will need to be assigned to the individual for them to be able to participate in Q&A.

Bidder Author
Bidder Approver
Bidder Main Contact
Internal Author
Internal Approver
Internal Main Contact
Internal Observer

💡Tip: If your Room is not a two-way Q&A room for tenders, or was created before March 2018, one-way Q&A roles will be in use. Learn about one-way Q&A roles here.

Bidder team

Roles available to the bidding team include:

Bidder Author

Bidder Authors are responsible for asking questions and answering questions assigned to them. Their questions and answers are routed to Bidder Approvers within their bidding team for approval. If there are no Bidder Approvers within their Team their questions and answers will go straight to the Bidder Main Contact.

When answering questions, Bidder Authors can only see and respond to questions that are assigned to them.

Bidder Authors have the choice to draft answers themselves or forward questions to otherBidder Authors.

Bidder Authors receive notifications when questions are assigned to them.
 

Bidder Approver

Bidder Approvers are responsible for reviewing all questions and answers before they're sent to the Bidder Main Contact. This helps filter out duplicates or vet questions for quality to save the Bidder Main Contact time.

Bidder Approvers can ask and answer questions and send them directly to the Bidder Main Contact.

When answering questions, Bidder Approvers can only see and respond to questions that are assigned to them.

Bidder Approvers are assigned questions and have the choice to draft answers themselves or forward the questions to other Bidder Approvers and Bidder Authors to answer.

Bidder Approves receive notifications when questions are assigned to them to approve or answer.
 

Bidder Main Contact

Bidder Main Contacts oversee the Q&A process for their bid team.

Bidder Main Contacts are the question and answer gatekeepers, they are responsible for approving all questions and answers from their bid team. They are also responsible for disclosing the answers back to the Internal team.

Bidder Main Contacts can ask questions, reject questions asked by their team, answer questions, assign questions and approve questions and answers.

Bidder Main Contacts can see all questions and answers being worked on by their team.

Bidder Main Contacts receive notifications when questions are assigned to them and when answers are disclosed by the internal team.
 

Internal team

Roles available to the internal team include:

Internal Author

Internal Authors are responsible for asking questions and answering questions assigned to them. Their questions and answers are routed to Internal Approvers. If there are no Internal Approvers their questions and answers will go straight to the Internal Main Contact.

When answering questions, Internal Authors can only see and respond to questions that are assigned to them.

Internal Authors have the choice to draft answers themselves or forward questions to otherInternal Authors.Internal Authors receive notifications when questions are assigned to them.
 

Internal Approver

Internal Approvers are responsible for reviewing all questions and answers before they're sent to the Internal Main Contact. This helps filter out duplicates to save the Internal Main Contact time.

Internal Approvers can ask and answer questions and send them directly to the Internal Main Contact.

When answering questions, Internal Approvers can only see and respond to questions that are assigned to them.

Internal Approvers are assigned questions and have the choice to draft answers themselves or forward the questions to other Internal Approvers and Internal Authors to answer.

Internal Approves receive notifications when questions are assigned to them to approve or answer.

Internal Main Contact

Internal Main Contacts oversee the Q&A process for their bid team.

Internal Main Contacts are the question and answer gatekeepers, they are responsible for approving all questions and answers from their bid team. They are also responsible for disclosing the answers back to the Internal team.

Internal Main Contacts can ask questions, reject questions asked by their team, answer questions, assign questions and approve questions and answers.

Internal Main Contacts can see all questions and answers being worked on by their internal team. They are unable to see questions and answers from bidder teams until the Bidder Main Contact from each User group approves the question or discloses the answer.

Internal Main Contacts receive notifications when questions are assigned to them and when answers are disclosed by a bidders team.
 

Internal Observer

Internal Observers can view only.

When Q&A is enabled in the Room, the Internal Observer can see all questions and answers being worked on by their internal team like the Internal Main Contact, but they cannot process questions and answers.

Internal Observers do not receive notification emails as questions and answers cannot be assigned to them. 

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