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.

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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.

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