Administrator: How to view platform analytics
At any point, you can view a report on your organization’s activity. Navigate to the Analytics tab to view all your projects broken down by:
- Buyers
- Class
- Type
- Status
You can also use the filtering to search for projects by:
- Status
- Buyers
- Owners
- Classes
- Types
- Category
- Sub-category
You can Use multiple filters to refine your search.
Related Articles
Reordering Documents and Sections
Reordering Documents You can reorder documents from the Documents tab. Open your solicitation, and set the status to In Progress or Under Review Open the Documents tab Click a document's name, hold, drag to a new position, then release The numbers in ...Administrator: How to edit your organization
If it hasn’t already been set up, you can edit your organization’s name and profile image from the Organization drop-down menu.Account Roles and Project Roles
Accounts and Account Roles Accounts connect people to the platform. Each person who will be accessing the platform should have 1 account. Account Roles determine a person's access to pages of the platform, as well as permissions to carry out actions. ...How to invite new users
To invite new users to your organization, under the ‘Organization’ dropdown select ‘Organization Members’. On the Organization Members page, click ‘Invite a New Team Member’. Fill in the new team member’s details (the email field is mandatory to ...Release Notes
Our platform is updated on a regular basis to add new features and improvements based on learnings and feedback from our users. This support article describes what's new for each product release, with the newest release notes listed at the top. The ...