Frequently Asked Questions
Quick answers to the questions we hear most from new users. If you don’t find what you need, reach out via the Support menu in the app or the Contact page on the website.
Accounts & Sign-In
Section titled “Accounts & Sign-In”Do I have to verify my email?
Section titled “Do I have to verify my email?”Yes. After signing up you’ll receive a verification email — click the link before you can sign in. If it hasn’t arrived, check your spam folder or request a new one from the sign-in page.
Can I sign in without a password?
Section titled “Can I sign in without a password?”Yes, two ways:
- Google sign-in — use the “Continue with Google” button.
- Magic link / passcode — choose the magic-link option on the sign-in page and you’ll receive a sign-in link and a 6-digit passcode by email.
I forgot my password. What do I do?
Section titled “I forgot my password. What do I do?”Use the Forgot Password link on the sign-in page. We’ll email you a secure reset link.
Workspaces & Teams
Section titled “Workspaces & Teams”What is an organization workspace?
Section titled “What is an organization workspace?”An organization workspace is your company’s private area in PMG Tracker 360. All clients, tenders, projects, purchase orders, and team members belong to a workspace — data is never shared between workspaces.
Can I belong to more than one organization?
Section titled “Can I belong to more than one organization?”Yes. If you’re invited to another organization’s workspace, it appears in the Workspace Switcher in the sidebar and you can move between workspaces freely.
How do team members join my workspace?
Section titled “How do team members join my workspace?”Organization Owners and Admins invite team members by email from the Organization page. Invitees accept the invitation from their email (they must have a verified account), and you can assign their role (Admin, Manager, or Member) when inviting.
How many organizations can I own?
Section titled “How many organizations can I own?”The Free plan allows one owned workspace; the Pro plan allows two. You can still join additional workspaces as a member via invitation on any plan.
Can I transfer ownership of my workspace?
Section titled “Can I transfer ownership of my workspace?”Yes — Owners can transfer primary ownership to another member under Settings → Organization Ownership. The recipient must be a member with a verified email.
Tenders, Projects & Purchase Orders
Section titled “Tenders, Projects & Purchase Orders”What do the tender statuses mean?
Section titled “What do the tender statuses mean?”| Status | Meaning |
|---|---|
| Open | Bid is being compiled; documents and pricing are being prepared. |
| Evaluation | Bid submitted to the buyer and under review. |
| Awarded | Contract awarded — ready to convert into a project. |
| Lost | Bid was not awarded to your organization. |
| Closed / Cancelled | Deadline passed or the opportunity was cancelled. |
How do I turn a won tender into a project?
Section titled “How do I turn a won tender into a project?”Open the awarded tender and click Create Project from Tender. Project details (name, client, and contract value) are pre-filled from the tender.
Are tender numbers and PO numbers unique?
Section titled “Are tender numbers and PO numbers unique?”Tender numbers must be unique within your organization (two organizations may track the same tender). Purchase order numbers are unique across the entire platform — a PO number can never be reused by any organization.
Can I export my reports?
Section titled “Can I export my reports?”Yes — the Reports module supports PDF and Excel exports for tender registers, submission trends, and per-client summaries.
Billing & Limits
Section titled “Billing & Limits”What are the plan limits?
Section titled “What are the plan limits?”See Subscription & Billing for the full comparison of owned workspaces, team seats, and storage across plans.
Can I delete my workspace?
Section titled “Can I delete my workspace?”Only the Owner can delete a workspace, and it requires typing the workspace’s name to confirm. Deletion permanently archives the workspace’s tenders, projects, purchase orders, and memberships.
Troubleshooting
Section titled “Troubleshooting”I can’t switch to another organization.
Section titled “I can’t switch to another organization.”Use the Workspace Switcher at the top of the sidebar and select the workspace you want. If an organization doesn’t appear there, you either haven’t accepted its invitation yet or you’ve been removed from it — contact the workspace Owner.
A page shows no data.
Section titled “A page shows no data.”Check which workspace you’re signed into via the sidebar switcher — dashboards, tenders, and reports show data for the active workspace only.
Something is broken or confusing.
Section titled “Something is broken or confusing.”Use the Support link inside the app to report the issue (include the page and what you were doing), or reach out through the website’s Contact page.