RFP settings

RFP Settings let you configure organization-wide defaults for the RFP workflow. Navigate to Settings > Organization settings.

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Default RFP assistant

Choose which AI assistant is used by default when filling RFP cells. Users can still override this per project, but the default applies to all new RFP projects. Use the Default RFP Assistant dropdown to pick a public assistant. If the selected assistant is deleted or made private, a warning will appear prompting you to select a new one.

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Require explicit approval for export

When enabled, each row in the RFP must receive explicit approval before they can be exported. When disabled, RFPs can be exported at any time without requiring approval. This is a default for new RFP projects. Individual projects can override this setting.

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Make all RFP answers public

Realm extracts question-answer pairs from completed RFPs into a searchable answer library. Normally, answers extracted from an RFP in a restricted project are only visible to that project’s members. When this setting is enabled, everyone in the organization can find all indexed RFP answers in search and chat, including answers from restricted projects. Enabling or disabling the setting takes effect immediately.

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Restrict Answer Library editing to admins

By default, any user can add or remove RFP answers from the answer library. When this setting is enabled, only organization admins can edit the answer library.

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New projects are public by default

By default, new projects are restricted to invited members. When this setting is enabled, new projects are public to everyone in the organization instead. Each project can still be changed individually after it is created.

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Project roles

By default, project members can do almost everything project owners can. The permission matrix lets you restrict a small set of capabilities, for example limiting them to project owners:

• Manage project members
• Delete projects
• Mark an RFP completed

The matrix shows roles as columns and these permissions as rows. Use the checkboxes to enable or disable a permission for each role. The Owner role is built-in and always has all permissions. Organization admins can always do everything in every project, regardless of their project role. You can create additional custom roles to match your team’s workflow. To create a role, click Add Role, give it a name, and configure its permissions. To edit or delete a role, use the buttons in the matrix header. Changes are batched, so you can edit multiple permissions and save them all at once.

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Approving rows

Approving rows is always available to project members and to the person assigned to a row, so it is not part of the permission matrix. When you turn on Enable reviewers in RFP settings, questionnaires gain a Reviewer column and the assigned reviewer for a row can also approve it.