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Procure: Copy submission security
Procure: Copy submission security

Learn how to copy Submission Security from one team to another.

Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

ℹ️ This feature is only available to Admins.

To learn how to set up and manage your submission windows, please refer the steps here: Set up submission windows.

After you create the submission window, you can set up security settings for one team. Instead of adjusting access for each bidder team manually, you can use the Copy Security feature to quickly apply the same settings to other teams. This saves you a lot of time.

  1. Go to the Left menu. Under Manage, select Bidders.

  2. Locate the first Team/Sub-team that you want to edit the submission security for.

  3. Select the Item menu next to the Team/Sub-team. Then select Edit security.

  4. Go to the Submissions tab, change the desired settings under Access - allowed or denied.

  5. Click Save, then go to top right Actions menu and choose Copy security.

  6. Select the option to copy security for Submission Index top level folders Security, select the desired Teams/Sub-teams.

  7. Select Review to double check your selections, and click Confirm to finalize the submission security copy.

⚠️Good to know:  When copying security from one Bidder team to another Bidder teams, only the Submission Index top level folders Security will be copied over.

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