Manage requesters

When working on an event, you can add a requester to the event so they can view the event in their events list, add internal notes, and participate in conversations with suppliers.

Note: A requester can be added to an event in a Draft, Opened, Closed, Awarded, or Canceled status.

Note: You can add a requester even if they did not initially request an event.

Add a requester

1

From the Events list or the event Details screen, select Actions > Add Requester. The Add Requester dialog box displays.

2

In Requester Name, enter a requester's name. As you type, matching users with the Requester role display.

3

Click Add. The user is added as requester, and a label with their name will now display on the event.

Change a requester

If a requester has already been associated with an event, you may need to update the event with a new requester.

1

From the Events list or the event Details screen, select Actions > Change Requester. The Change Requester dialog box displays.

2

In Requester Name, click the Remove ❌ button, and enter the new requester's name. As you type, matching users with the Requester role display.

3

Click Update. The new user is added as requester, and a label with their name will now display on the event.

Remove a requester

1

From the Events list or the event Details screen, select Actions > Change Requester. The Change Requester dialog box displays.

2

Select the Remove the requester check box. The Requester name field is disabled.

3

Click Update. The requester is removed from the event.