Concept: Teams Overview
Teams enable you to manage project and contract visibility for various roles across your
organization. Team permissions persist in events when the event is linked to a project.
Changing the
Stakeholder Sync Type
when customizing contract and project types doesn’t
impact these permissions.When you have no teams created in your tenant, stakeholders can only view contracts and
projects they're stakeholders on. Sourcing managers and administrators can view and update
everything except the contracts and projects that you add them to with
Read Only
permissions.You can create these types of teams:
- Full access
- Read only
Full Access
Members of a full access team can edit the records available to the team. You can add these
roles to a full access team:
- Company Administrator
- Department Administrator
- Sourcing Manager
You can mark these users as
Read Only
on a specific record available to the team. If
you don’t put these users on a team, they can only access projects and contracts that
they're the owner of, or are a stakeholder on.Read Only
Members of a read-only team can view the records available to the team. You can add these
roles to a read-only team:
- Company Administrator
- Department Administrator
- Sourcing Manager
- Stakeholder
When you add administrators or sourcing managers to a read-only team, you can mark them as
Read/Write
on a specific record available to the team.Read-only team permissions overwrite full access team permissions. When you add a sourcing
manager or an administrator to a full access team and a read-only team, they can view
everything but can only update contracts and projects that you add them to as a stakeholder
with
Read/Write
permissions.Stakeholders that aren’t on a team can only access projects and contracts that they're
stakeholders on. Stakeholders with read and write access to specific projects or contracts
retain their access regardless of assignment to read-only teams. You can also enable a
read-only view of the supplier directory for your stakeholders.
Create Teams
You need administrator access to your
Settings
page to create a team. You can create a team by accessing or , and selecting Create New Team
.When you create a new
team, Strategic Sourcing automatically sets the visibility for projects and contracts to
View All
. You can change this configuration by adding filters
through Manage Visibility
.Assign Teams on User Creation
You can assign teams
to users upon user creation by accessing .If the new user is a stakeholder, you can only select read-only teams.
Before a user completes registration, you can adjust their membership by selecting
Edit
next to their name in . Once a user completes registration, their information displays in the
Team
view.