FAQ

What roles, permissions, and approval workflows does AI RFP software support?

Role-based access control, SAML SSO, SCIM provisioning and protected audit logs in RFP software, plus the controls Inventive AI documents.

Two questions: who can see the content, and who can send it out. For the first, ask for role-based access control, which NIST defines as permissions attached to roles rather than to individuals so access follows the job. Ask about SCIM too, the standard that creates and removes accounts automatically, because without it someone has to remember to switch off a leaver. For the second, audit records must be protected from editing and deletion, or an approval trail proves nothing.

Inventive AI provides role-based access controls, SAML SSO through Google, Microsoft, and Okta, assignment workflows routing questions to named SMEs, review and approval with audit trails, and encrypted activity logs with sensitive information scrubbed. Unlimited users are included, so permissions follow your org chart rather than a seat budget.

Pro tip. Map the tool's roles to the people who actually approve responses, then check what an approver can still edit after approval.

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