Permissions and access
Overview
Who can see and change what in Tendersight depends on four layers that stack together: whether you are signed in, which team is active in the sidebar, your role on that team, and which subscription features the team has purchased. A fifth pattern — dashboard sharing — applies only to custom analytics boards and is independent of team roles.
Most day-to-day confusion is not about obscure admin flags. It is about mixing guest browse with member workspace, opening a notice while the wrong team is active, or expecting analytics pages to edit pursuits. This article is the full access map: what guests see, what teammates can do, and what your plan unlocks.
Tip: When something looks missing or read-only, check in this order:
Are you signed in? (Guests lose participants, alerts, pursuits, assistant)
Is the correct active team selected in the sidebar?
Does your team role allow the action? (Some settings need Administrator)
Does the team's subscription include the feature? (Connection diagram, pursuit slots, AI credits)
For dashboards: are you a manager or viewer on that board?
Important: Pursuits, products, settings, and billing are scoped to one team. You never see another team's pursuits while a different team is active. Switching teams changes assistant history, credit balance, and whether a notice shows Create pursuit or Go to pursuit.
How the four layers combine
Public vs signed-in access
Baseline rules before team and plan specifics.
Caution: "Signed in" alone is not enough for workspace features. You must be a member of the team that owns the pursuit, product, or settings page you are trying to open.
Opportunities section
Notice command bar (signed in)
Guests may see a reduced command bar; pursuit and document actions often require sign-in and subscription.
Analytics section
Analytics is read-only for market data. Opening a tender from a company or authority profile does not grant pursuit edit rights — it opens the same notice detail as Opportunities.
Team membership and workspace access
Workspace features require membership on the team whose data you are viewing.
Switching active team
When you change the team in the sidebar switcher:
Always confirm the sidebar team name before Create pursuit on a notice.
Team roles
Every team has exactly one owner and one or more members with assignable roles.
Role assignment happens on Team management → Management → Users (Team members). Members can hold multiple roles (for example Administrator plus another role); the UI shows combined labels like "Administrator +2".
Important: You cannot remove the last member who can manage the team. The UI blocks removal with Cannot remove member.
Some pages (team rename on overview, knowledge templates, integrations) may require Administrator depending on team policy. When in doubt, ask a team owner to confirm your roles.
Pursuit access
Pursuits are team-private. There is no cross-team pursuit sharing on the same notice.
Cardinality rule: At most one pursuit per team per notice. Team A and Team B each get separate workspaces; they never see each other's answers or pricing.
Home and assistant access
Shared chat links may be read-only for teammates depending on how the session was shared. See New chat and Dashboard assistant.
Dashboard sharing permissions
Custom dashboards under Analytics → Dashboards use visibility layers separate from team roles.
Read-only viewers see a badge on the dashboard top bar — no edit mode, no widget configuration.
Subscription and plan gates
Blocked actions show upgrade prompts, payment-required toasts, or disabled buttons with explanation text.
Credit balance and limits appear under Team → Billing. Pursuit limits often surface at Create pursuit time.
Team management pages (inner navigation)
The compact Team sidebar shows Overview, Pursuits, Inventory, Billing, Settings. Users, Integrations, Knowledge, and Scheduled tasks live in the inner layout when you open Team → Overview — invite/remove on Management → Users typically requires Administrator.
Inside pursuits, all team members with access share module visibility (questionnaire, offers, documents). External users need a team invitation.
Account-level vs team-level
Deleting your account is separate from deleting a team. Removing you from a team revokes workspace access but leaves your past assignments on records the team still owns.
Troubleshooting access issues
FAQ
Why can I see a notice but not download documents?
Guests and some signed-in users hit subscription or sign-in gates on document download. Open Team → Billing if you are a member and still blocked.
I am signed in but cannot see Pursuits in the sidebar.
You may not belong to any team yet, or you are viewing a global page without team context. Complete onboarding or accept a team invitation.
Can a Collaborator invite new members?
Typically no — Administrator or owner invites members on Team members. Policies may vary; check with your team owner.
Why does my colleague see Go to pursuit and I see Create pursuit on the same notice?
Create pursuit / Go to pursuit reflects the active team in your sidebar, not your colleague's. Different teams → different buttons.
Do dashboard "team" visibility and team sidebar mean the same thing?
Related but not identical. A dashboard linked to team visibility is visible to members of that team. You still need manager role on the board to edit widgets.
Can I view analytics without a team?
Partially. Many directories and notice overviews work for guests or account-only users. Pursuits, alerts, and full assistant require team membership.
Who can delete the team?
Owner only. Deletion removes pursuits, inventory, and settings for that team. See Delete team.
Why is product extraction disabled on a notice?
Usually not signed in, or insufficient AI credits on the active team.
Related articles
Core concepts
Platform overview
Team
Team members
Transfer ownership
Delete team
Company statistics
Custom dashboards
Billing