Team Management

The Team management section allows System Administrators to create teams that will dictate the permissions of users within the Contracts module.

Creating a Team

From the menu, navigate to Team management and select + New team.

Populate the team name, code, type, who should be the team admin user and if the team should have a parent team.

Members can now be assigned to the team.

When team members have been assigned, select Create.

Watch the below video to see how this works.

Teams can currently be applied to Sourcing Activities and Contracts to manage the assignment of the ‘Primary Teams’ and collaborators.

Roles

Role

Role Description

Contract Owner

These users have full access to contracts where the relative team is selected as the owning team. They receive all notifications and communications related to the contract.

Example:

Within an organisation, the most common use of the contract owner role would be for an individual who is directly responsible for the day to day administration and management of the contract. Depending on whether your organisation operates on a centralised or decentralised procurement operations model, this could be individual within a business unit, or it could be a member of the procurement team.

Contract Manager

These users have equal access as owners. They are not the primary contact for notifications and communications.

Example:

Within an organisation, the contract manager is generally someone who the contract owner has a line of report to, and they are the individual who the owner would request would sign off for modifications and changes to the contract. When no delegation rules have been enabled, any contract related approvals within the system will go to the contract manager.

Contract Reader

These users can only view a contract. No details of a contract can be amended.

Example:

The contract reader is generally used for centralised procurement operations, where the contract may be administered or managed by a central team on behalf of other teams. This would allow individuals from the non-procurement teams to view their contract records without having edit access. Another use case for the reader role is to apply it to an auditor, to allow them to view the details of contracts without making changes.

Team Member

These users are members of the functional team for administration purposes, but should not have access to contracts.

Primary team

Located in the ‘Details’ section, this team owns and is responsible for the record. Both the record owner and manager are selected from this team, and must have the corresponding roles within the team. The example below demonstrates where the fields can be found on a contract record.

Collaborating Teams

Also located in the details section, collaborating teams are assigned read-only or edit permissions on a case-by-case scenario and can be given a description describing their involvement. This section is found at the very bottom of the 'Details' tab of a record.

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