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Lynx RFP - Setup Wizard

Guided first-run wizard for the Lynx RFP issuer suite.

lynx_rfp_setup · v19.0.1.0.0 · Premium

What this solves

Lynx RFP - Setup Wizard

Guided first-run wizard for the Lynx RFP issuer suite - branding, evaluation defaults, committee invites, optional-feature toggles - so a new issuer reaches "create your first tender" in five minutes.

Setting up a tender platform end-to-end touches half a dozen modules: issuer branding, evaluation weights, marketplace publishing, ingestion adapters, prequalification, committee user accounts. Without a wizard, the buyer manager hunts each settings page in turn. This module collapses the entire onboarding into a single multi-step form that auto-opens once on install.

Key Features

  • Issuer branding - company display name, logo, jurisdiction, marketplace publishing toggle.

  • Evaluation defaults - technical/price weights, mandatory-pass threshold, standstill period, questions-deadline buffer.

  • Committee invitations - bulk-invite users by email, assign Buyer Manager / Buyer / Evaluator roles on first login.

  • Feature toggles - enable optional sibling modules (prequal, marketplace digest, ingestion adapters) and seed sensible defaults for each.

  • Conditional steps - the wizard surfaces a sibling module's step only when the module is installed.

  • Auto-open on install - opens once for any user in the buyer-manager group so the team does not have to find it.

Integrates With

  • Every other lynx_rfp_* module the wizard configures.

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