Setting Up Organizations, Teams, and Roles
Effective proposal management starts with the right organizational structure. This guide explains how to configure tenants, teams, and role-based access to support complex multi-stakeholder collaboration.
Understanding Multi-Tenant Architecture
Each organization operates in its own isolated tenant with dedicated users, proposals, templates, and knowledge bases. This ensures data separation and allows different governance rules per organization.
Configuring Roles for Decision Rights
Assign roles that match your decision-making structure: tenant owners control configuration, proposal managers coordinate execution, approvers enforce governance, and team members contribute expertise. Each role has appropriate access boundaries.
Managing Cross-Functional Teams
For complex proposals that span departments, assign subject matter experts from different teams. The platform tracks individual assignments, deadlines, and completion status across all contributors.
Invitation and Onboarding Flows
Invite team members using corporate email addresses. The system validates domains to ensure only authorized personnel join your tenant. New members receive role-appropriate access immediately upon joining.
Best Practices
- Use one tenant per client engagement or business unit for clear data isolation.
- Limit tenant admin access to senior leadership or operations managers.
- Establish naming conventions for teams and roles before scaling.
- Review team composition after each major proposal to optimize for future work.