Corpus · What's new · Oct 3
Roles: who sees what
Switch between a principal and a project engineer. The firm's rate sheet, contracts, playbook and bid results stay with the people allowed to see them.
A 30-second video of this flow is on the way. Until then, the demo shows it live.
What you see in the demo
- View as switches between 10 fictional people at a sample firm, including a principal and a project engineer. Demo roles: anyone can switch here; real use needs sign-in.
- A project on a client-confidential hold is removed before search runs, so the engineer's answers never draw on it.
- The engineer can draft a fee but cannot approve it or use the firm's rate sheet. Contracts, the playbook, bid results, résumés and HR files are restricted too.
- The Roles tour shows the same archive from each seat, step by step: rate sheet, fee, redlines, bid results and competitors, staff records and everyone at the firm.
Demo records use fictional sample firms.
Want to see it on your own RFQ?
The $5,000 pilot runs on one real pursuit and is credited toward setup if you sign a deployment within 60 days of the pilot's end.