Team & Organization

Organization Model

Every account on MyBids.AI belongs to an organization. Your organization is the central ownership unit for all data:

• Proposals — All RFP responses created by any team member
• Knowledge Base — Past proposals, case studies, technical docs, certifications
• Company Profile — Service lines, certifications, team capabilities, partnerships
• Analytics — Usage metrics, win rates, performance insights

Complete data isolation between organizations is enforced through row-level security at the database level. When you sign up, you create your organization and become its first Admin. You can then invite team members who will instantly access all shared resources.

Inviting Team Members

Organization Admins can invite team members from Settings → Team. The invitation process is simple:

1. Admin sends an email invitation with the invitee's email address
2. Invitee receives an email with a secure invite link
3. Clicking the link creates their account (or links an existing account) and adds them to your organization
4. New members immediately gain access to the shared knowledge base and can start creating proposals

Invitations are secure, single-use links that expire after 7 days. Team members can be removed at any time by an Admin from the Team settings page.

Roles & Permissions

MyBids.AI has two role types: Admin and Member. Choose roles based on who needs billing and team management access.

Organization Settings

Admins can access organization settings from the sidebar or profile menu. Settings include:

• Organization name and details — Update your company information
• Team member management — Invite, view, and remove team members
• Billing and subscription — Manage your plan, payment methods, and invoices
• Default preferences — Set organization-wide defaults for proposals

Plan Limits

Team member limits vary by plan:

• Starter — 1 team member (yourself)
• Pro — Up to 10 team members
• Business — Unlimited team members

If you need to add more members, upgrade your plan from Settings → Billing. Learn more about plan features and pricing on our Plans & Billing page.