Company Setup
You can view Company Setup by clicking on the settings icon in the upper right corner of all BidMatrix screens. Your Company Setup is a view only page that displays your company name, your company ID, the date your subscription to BidMatrix began, the last transaction date with BidMatrix, and the primary contact for BidMatrix. This information is pre-populated with the information that was received when the company subscription was activated.
You can also add your company logo. The company logo is available when using the SQL access and API access for your company's report designs and dashboards, created with tools like Microsoft PowerBI.
Company information can only be viewed by those users that were assigned administrative rights.
Related Articles
Setup/Configuration of the "Local" BidMatrix Subcontractor Database
If you have chosen to enable a local subcontractor database and are not enabling either the BuildingConnected or SmartBid database option, the administrator can define a custom list of attributes that will be used for all subcontractors. You setup ...Setup/Configuration/Integration of the SmartBid Subcontractor Database
If you have chosen to enable the integration to SmartBid, the administrator can define a list of subcontractor attributes that will be accessed and displayed when clicking on subcontractors in a BidMatrix bid package. You can also add additional ...Setup/Configuration/Integration of the BuildingConnected Subcontractor Database
If you have chosen to enable the integration to BuildingConnected, the administrator can define a list of subcontractor attributes that will be accessed and displayed when clicking on subcontractors in a BidMatrix bid package. You can also add ...Adding Notes to Subcontractors
To add a note to a subcontractor in the bid package matrix, click on the ellipsis in the subcontractor company name cell. Then select the Notes option. After entering a note for a subcontractor, a note icon will display in the company name cell. ...Subscription Management
Subscriptions can be accessed by clicking on the settings' icon in the upper right corner of all BidMatrix screens. Subscriptions will display your company's subscription ID, plan name, user quantity, status, billing cycle, the last billed date, ...