Bid Postings


 





Add a Category to Bid Postings

Who can use this feature?

System_Admin.png Slash.png Owner.png


Overview

This article will show you how to add a category to Bid Postings.

Important Note

The Bids Posting category will not be visible to the public until a Bid is added.

Instructions

  1. Navigate to Modules > Content > Bid Postings
    modules_content_bid_postings.png
  2. Select Add Category
    add_category_bids.png
  3. Fill in the information
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    • Category Name: Name of the category that the user will see
    • Description: Provides a description 
    • Use Plan Holders Feature: Controls whether users are required to submit a form prior to viewing bid features
    • Allow Subscribers: Will allow users to sign up for bid posting notifications
      • Note: You must have the Notify Me module for this function
    • Allow SMS: Choose to allow text messaging
    • Email List: Choose to include an email list
    • Start Date: The default is blank and indicates the category will be available immediately upon publication; enter a start display date to auto-publish at a later date
    • End Date: The default is blank and indicates the category will remain published until unpublished manually; enter an end date if you want the item to expire and auto-unpublish
      • Note: System Administrators will receive notice 48 hours prior to expiration
    • Permissions: Setting permissions at the category level is suggested
      • View: May view the live side only
      • Author: Submit new items and modify/delete unpublished items
      • Publisher: Publish new items, modify/delete unpublished items, modify/delete published items and accept/reject submitted items
      • Owner: Publish new items, modify/delete unpublished items, modify/delete published items, accept/reject submitted items, create/modify categories and assign category permissions
  4. View and configure the Default Messages tab
    default_messages__2_.png
    • HTML Message (Welcome, Header, Footer): Create a message in HTML format
      • Note: Click Copy HTML to Text to directly paste the content of the HTML message into your text message.
    • Text (Welcome, Header, Footer): View what the HTML will look like in a regular message
  5. Select a Saving Option at the top of the page
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    • Cancel: Will delete what you have done
    • Save: Will save the work as an unpublished draft
    • Save & Send: Will save the work and send it for approval (Authors and Publishers only)
    • Save & Publish: Will save the work and publish it for viewing



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