Getting started
Accounts and organizations
Bidderops is organized around organizations. An organization is your firm’s workspace — every opportunity, document, note, and report belongs to exactly one organization, and members of one organization cannot see another’s data.
When you sign up you either:
- Create a new organization (you become its owner), or
- Join an existing one via an invite link or email invitation from a teammate.
A special case is the JV partner, who has no organization of their own and is instead invited into a single bid. See JV partners.
Roles
Every member has a role that determines what they can do:
| Role | Can do |
|---|---|
| Owner | Everything, including organization settings and team management. |
| Admin | Manage the team and settings; full access to bids. |
| Bid manager | Create and edit opportunities, run AI tools, record outcomes. |
| Viewer | Read-only access to the pipeline and opportunities. |
| JV partner | Access to a single invited bid only, at the permission level granted. |
Owners, admins, and bid managers are the editor roles — they can change data and run the AI features. Two additional per-member flags refine this:
- Can go/no-go — allowed to record the formal decision to pursue or pass.
- Can withdraw — allowed to withdraw a submitted bid.
Signing in
You can sign in three ways:
- Email and password.
- Magic link — enter your email and click the link sent to your inbox.
- Continue with Google — single sign-on with your Google account.
All three are handled securely; see Sign-in & accounts for how authentication works under the hood.
Finding your way around
After signing in you land on the Dashboard, which summarizes pipeline health: open opportunities, total and expected pipeline value, win rate, bids won, upcoming deadlines, and the latest discovered tenders.
From the sidebar you can reach the pipeline, discovery inbox, deadlines, outcomes, market intel, experience library, and settings. Each is covered in Features and How it works.