How you set up this section defines how your company appears across Riffle and how your projects flow from invite to award. Here’s a quick walkthrough of each section:

Each connected email is used to receive project-related communication. You’ll see which inboxes are “owned by you” and which belong to other team members. If you ever need to update who's inbox is connected, you'll need to request the user enable or disable their inbox, or you can add additional inboxes by pressing the link to your User Settings page.

💡 Tip: If your company uses a "catch-all" email for bid invites (like bids@ or info@) connect it to Riffle so opportunities never fall through the cracks.

This section defines your company’s official address and contact info. Make sure this information is accurate; this is critical for how Riffle prioritizes your incoming ITBs & matches your timezone to due dates.

💡 Tip: If you have multiple offices, you can add them under Other Locations for better visibility across projects.

Related: How a project’s “priority” is determined (and why it’s powerful).

CSI Divisions help categorize the type of work (“trades”) your company performs. For example, Division 10: Specialties or Division 12: Furnishings. You can set your main trade under Primary CSI Division and any other scopes you cover can be added as Additional Divisions. These fields make it easier for Riffle to understand your specialties at-a-glance, and to correctly prioritize your incoming ITBs.

This controls which stages appear in your Opportunity views (both list and board-view). You’ll see stages like: Accepted - Draft - Internal Review - Submitted- Negotiating - Won - Lost

All required stages are pre-checked. You can turn-off optional ones (like “Negotiating”) depending on your company’s workflow/process.

💡 Tip: Keeping “Internal Review” (before estimates are sent) and “Negotiation” (after estimates are sent) enabled helps maintain a consistent workflow for your team, but you do not have to enable these for your team. “Negotiation” can be particularly helpful for tracking pre-acceptance change requests.

Under Settings → Users you can manage which functional roles and access permissions are enabled for every member of your team.