On this screen – Access aka Permissions

A.  Access Left Navigation button: click to open the Permissions screen.

B.  Find User button: click to open the search window to find users.

C.   Roles: Click within the Roles drop-down field to display the list of available proposal roles.

D.  Actions > Add button: click the Add button to assign the person & role to this proposal.

E.   Edit and Delete buttons

o  Click the Edit button to modify the user’s role.

o  Click the Delete button to remove the user from the proposal.

F.   Proposal Footer actions:

o  Back: click to navigate to the previous screen on the left navigation bar

o  Save: click to save the proposal data and stay on this screen

o  Save and Continue: click to save the proposal data and navigate to the next screen on the left navigation bar

o  Close: click to exit the proposal document