Overview
This article provides a step-by-step guide for creating a workspace in INGENIOUS.BUILD after receiving an invitation to collaborate on an RFP. By streamlining the onboarding process and facilitating seamless RFP responses, INGENIOUS.BUILD ensures efficient collaboration and project management.
Process
Creating a Workspace
You have been invited to participate and collaborate on a project via INGENIOUS.BUILD. You will have received an email identifying the company, the user, the project, and what type of invitation this is for. In this example, it will be an RFP. Click the link “Accept Invitation” or "View Details" within this email.
If you do not see this email in your inbox, please check your spam or junk folder. You can add INGENIOUS to your contacts to make sure you receive all emails and notifications from INGENIOUS.BUILD moving forward.
Clicking the “Accept Invitation” or "View Details" in the email will take you directly into the registration process and creating your workspace. Within the web page that will appear, click the Continue button.
NOTE: If you already have a workspace, this link will take you directly to the RFP within your workspace. If this is the case you can skip to the next section of the article titled RFP Overview.
Fill out your information
Enter in your First and Last Name
Create a password
Accept the Terms of Service & Privacy Policy
You have the opportunity to add internal team members to your workspace at this time. Enter their email addresses or copy the link to invite them to sign up. This step is OPTIONAL. Click Skip to skip this step.
Confirm your company information and click Continue.
Your workspace will be configured. This can take up to a minute, please do not refresh the screen or click the back button.
Your workspace has been created. The system will place you in the RFP from which you were invited.
Responding to an RFP
Hover over the tooltip and click Watch Video to watch a video that explains how to view and respond to an RFP.
