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8. Settings

User & Administration Guide — Version 1.6.32.0

Guide summary

Site setup, subscription, portal URL, mail, numbering, reminders, and appearance.

On this page

Who can open Settings

Settings is an Admin page. A site owner who is also an app Admin finishes setup, licensing, and the supplier portal URL here. Other roles do not see the Settings entry.

Subscription

The trial is 14 days. The paid plan is $499/year for unlimited users on the SharePoint site. The product id sent to the subscription service is bid-management.

A license key can also unlock the site. Bids and scores stay in SharePoint either way.

Portal and mail

  • Portal base URL. The public address of the supplier portal. Invitation links are built from this address plus a signed token.
  • ERP webhook URL. Optional address that receives a purchase order after award. Leave it empty to keep the order row in SharePoint only.
  • Mail. Microsoft Graph Mail.Send sends from the signed-in person's Exchange mailbox after a tenant administrator approves the permission. The app also requests User.Read.
  • Power Automate. Not included. Build a flow in your tenant if you need a mailbox or reminder path the app does not send itself.

Workspace options

Administrators can set appearance and the company logo, dashboard cards, forms, numbering, tags, categories, list views, notification templates, and reminders. Below 840 pixels the settings navigation stacks above the form so each option remains readable.

The default data store is SharePoint. A Dataverse provider can be selected when the tenant has been prepared for it. Changing the provider does not move rows that are already saved.