Manage 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 persmission) messages for their events.

Note: When you invite a collaborator, they will have access to view or edit the specific event. They will not have access to create new events, create templates, etc. For more information, see User roles (buyers).

Invite a collaborator

1

Click the Share button. The Invite people to this event window displays.

2

In Invite by email or search for name, enter the name or email address of the person you want to invite to your event.

3

Select the collaborator's permission level:

• Can View: Collaborators can view the event and related messages.

• Can Edit : On request for information and request for proposal events, collaborators can edit everything in the event except for the header, appendix, or list of invited suppliers. Can also view and send messages for the event.

• Full Access: On request for quote and reverse auction events, collaborators can edit everything in the event.

• Can evaluate: On request for information and request for proposal events, evaluators can provide scoring and evaluation on the event. For more information, see Manage evaluators.

4

Click Invite.

Change permissions

1

Click the Share button. The Invite people to this event window displays.

2

At the bottom of the screen, for the invited collaborator, select Edit from the drop-down list.

3

Update the permissions as needed, and then click Update.

Remove a collaborator

1

Click the Share button. The Invite people to this event window displays.

2

At the bottom of the screen, for the invited collaborator, select Remove from the drop down list.