Managing Team Members

Objective

After completing this lesson, you will be able to manage team members and their roles

Managing Team Members

The team members card is a valuable tool in category management for organizing and managing the team effectively, ensuring that all aspects of the category are covered and that the team works efficiently towards common objectives. ​

The lead category manager, Alex, can build his team by adding members and assigning predefined roles.​

He appointed Jeanette and John as category managers for a specific branch within the product hierarchy. Each of them is responsible for developing their own strategy and plan for their designated subcategory.

Image of Team Members card.

Additionally, Alex can assign individuals the role of viewer, which grants them the ability to view documents without making any modifications.​

These team members can include both internal and external procurement stakeholders who contribute to the procurement process. Although Jeanette and John both hold the title of Category Manager, Alex can customize their role permissions. For example, Daniel is authorized to create or edit tool documents, while John has the authority to create or edit both strategy and tool documents. Both can create tool documents for which they are the owners, but only John can create and edit his own strategy and plan documents.​

It’s easy to locate information on roles and responsibilities in the Team Members card, and edit, if necessary. To find a team member, in the search bar, enter the name or responsibilities. You can also use the Filter icon to filter by Team Member Role.

Image of search and filter options.

If you need to edit a team member, once you have located the member on the Team Member page, choose the Edit icon.

Image of Team Member page.

When you are in the Edit Team Member dialog box, you can edit the Role Permissions, change the responsible person, or edit the Responsibilities field. Be sure to Save each time you edit a team member.

Team Members with the Category Role can edit select cards in the Category Profile, the strategy, and plan documents. This feature allows category managers other than the lead category manager to manage category profile details through the Manage Category Profile app in SAP Ariba Category Management. Category add or create, edit, and delete category profile data, as well as associate category profile information from a category to its subcategories, when they are added as team members and assigned the required permissions to edit data within the respective category profile tool. This enhancement helps distribute category profile management activities more effectively and allows lead category managers to focus on strategic responsibilities.

Permissions can be assigned for the following tools:

  • Laws and Regulations
  • Company Policies
  • Spend Channels
  • Team Members
Image of the Edit Team Member box.

Summary

In this lesson, you learned how to manage team members within category management. Key takeaways include:

  • The Team Members card allows lead category managers to build and organize teams by adding members and assigning predefined roles.
  • Role permissions can be customized to define specific authorities, such as the ability to create or edit strategy and tool documents.
  • Category managers with the required permissions can manage category profile data, including adding, editing, and deleting information via the Manage Category Profile app.
  • The search and filter functions enable users to quickly locate team members by name, responsibility, or role.
  • Team member details, including roles and responsibilities, can be updated at any time through the Edit Team Member dialog box.
Learning
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