Users in an organization can be added to a team, which will allow the user to perform actions on specific steps in the request. A user can hold more than one team role. A team can be added to a Bot by the Bot Owner. Teams are configured by Professional Services.
Team user roles
There are three different Team user roles in Autonomous Sourcing: Approver, Supplier Selector, and Awarder. Each role can perform a different function, and will interact with the Bot at different stages of the Autonomous Sourcing process.
- Approver: a user in a team who can approve or decline rate requests
- Supplier Selector: a user in a team who can select the suppliers to invite
- Awarder: a user in a team who can award the winning suppliers
All users who are added to a Bot can create a request. A user is assigned to a specific team to perform the relevant action in a request step.
Table 1 lists the permissions for each team role
Table 1. Autonomous Sourcing Team user roles
If you want to change the assignment of Approvers, Supplier Selectors, or Awarders, contact Keelvar Support