FAQ
Answers to frequently asked questions about Octerra.
Submitting Bids
Profile and Account Management
- How can I designate an Admin at my company?
- How do I change or update my company information?
- Why is my vendor not appearing in my search?
- Who else in my company has a user account on Octerra?
- Where can I see an organized view of all my projects?
- How do I change my profile information?
- Is there any way to retract an invitation to Octerra?
- I am unable to log in to my account.
- What are the different types of user permissions?
General Usage Questions
- I have tried multiple times to reset my password, but I am not receiving an email.
- How can I communicate with other team members on Octerra?
- I am not receiving emails from Octerra. How do I whitelist Octerra emails?
- Does Octerra log users out after a certain time period?
- Information is not displaying correctly
- Commonly Used Terminology
- I am receiving too many emails from Octerra. How do I manage project email notifications?
- Where can I find the Octerra Project ID?
Requesting Bids
- How do I add a new contact or user to an existing vendor company?
- Can I recover a deleted bid?
- Once I publish the bids, is it possible to invite other vendor companies?
- Is it possible to revert or un-award a bid?
- Can a bid be submitted after the submission deadline has passed?
- What happens when I publish a bid?
- How do I extend the bid submission deadline?
- When I request a bid update, does it require the vendor to fill out a completely blank bid form?
- How do I request a bid update?
Starting and Managing a Project
- How do I select a winning bid?
- Why am I not able to access the deliverables tab on a project?
- How can users see when project details are updated?
- Who can I add to the project team?
- How can I reopen a closed or completed project?
- How do I invite vendors to collaborate on a project?
- An asset/deliverable disappeared from my project page, was this asset/deliverable deleted?
- How can I find out the current state of a project?
- How can I update the project details?
- What is "Archive Project”? Who does it archive for?
- Who can see a RFP (Request for Proposal)?
- How do I mark a project as completed?
- How do I cancel a project?