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Workday User Guide
Last Updated: 2024-05-17
Invite Stakeholders

Invite Stakeholders

Create an event.
You can invite stakeholders from across your company to collaborate with you on your sourcing event. Stakeholders can access the buyer-side of your event. Often, stakeholders are people from other teams or departments who might be helpful in the event process. Stakeholders can help you:
  • Build out your event.
  • Answer questions from suppliers.
  • Review and evaluate submissions.
You can invite stakeholders before and after you publish the event. When you create a sourcing event from a project, Workday carries over the stakeholders who are already on that project to the event.
  1. Access the
    Invite Stakeholders
    section of your event.
  2. Click
    Open Stakeholder Directory
    .
  3. Select stakeholders to add to your event and individually set their permissions. As you complete this step, consider:
    Option Description
    Read Only
    Stakeholder can view the sourcing event and corresponding supplier submissions, and can complete evaluations to submit to the sourcing manager.
    Answer Q&A
    Stakeholder has all the rights of a read only stakeholder. In addition, the stakeholder can answer assigned questions in the message center.
    The event owner must approve the answer before sending to suppliers.
    Read/Write
    Stakeholder has the same permissions as the sourcing manager: full access to edit the sourcing event, invite suppliers, respond to questions, and so on.
    You can modify stakeholder permissions before, during, or after running an event.
    To delete a stakeholder who isn't assigned as the Owner from the event, click
    Delete
    under the
    Send Message
    option on their row.
  4. (Optional) To add a new stakeholder, click
    Add New Stakeholder
    .
    1. Enter the name and email address of the person that you want to invite as a stakeholder, and configure their permissions.
    2. Click
      Save & Add to Event
      .
  5. Select
    Add to Event
    .
Stakeholders from your Stakeholder Directory receive an email invitation to the sourcing event when you publish the event.
New stakeholders receive an email invitation to set up their account and access the sourcing event when you publish the event.