Settings & Account
Managing Roles & Permissions
Learn how to control what each team member can see and do in BidBuild. This walkthrough covers the Roles & Permissions settings page, where you manage role baselines (Admin, User, Technician) across every resource — Users, Leads, Activities, Products, Vendors, Proposals, and more — plus how per-user permission customizations live on each user's profile for fine-grained access control.
Related Documents
Settings Overview: Admin & General Configuration
Walk through BidBuild's Settings area and learn how admins configure the platform. This video covers company settings (Basic Information, Company Logo, Business Type, Company Details, Integrations, AI Configuration, and Client Portal) plus the full Configuration menu — Lead Related options (Lead Sources, Territories, Opportunity Types, Activity Types, Lead Boards), Manage Catalog, Group & Proposal Templates, Questionnaires, Job Related settings, Job Phases, Payment & Financial Terms, Vendor Settings, Markups, Manage Tags, and Roles & Permissions.
Related Documents
Still stuck?
Customers can open a ticket from Support inside the BidBuild app.
Get in Touch
Talk to a Real Person
Questions about training, setup, or your account? Reach us directly or book a one-on-one training session.