Collaboration tools

With collaboration tools, you can work with other people to build and review your event.

Collaborators

When working on an event, you can invite collaborators to help you build and review your event. For your collaborators, you can manage their permissions, controlling if they are able to view or edit the event. The types of permissions are event type dependent. On request for quote and reverse auction events, collaborators can edit everything in the event. On request for information and request for proposal events with Can Edit permissions, collaborators can edit everything in the event except for the header, appendix, or list of invited suppliers. Additionally, collaborators can view or send (with Edit permission) messages for their events.

See Manage collaborators.

Internal comments

While working on an event or a request, internal comments allow you to communicate about the event and clarify details with your team. Comments can include attachments. You'll receive a notification when comments are added to your events.

See Internal comments.

Internal notes

With Internal Notes, you can enter notes about an event and add attachments and then share them with your team. These notes are for internal use only and will not be shared with suppliers. This is helpful for compliance purposes to track information shared outside of Fairmarkit, such as through phone calls or meetings.

See Internal notes.