Grouping users into teams enables parallel work on one quote. Quote owners can assign quote sections to different teams.
Quote owners create administrator teams that manage sections and assign users to solution teams. Each solution team has access only to the sections they are assigned to. Multiple teams can work on the same quote and different sections at the same time without altering each other's work.
The hierarchy of teams on quotes based on rights is as follows:
- Quote Owner: The quote owner is the default user with maximum rights. Only quote owners can create administrator teams and solution teams.
- Administrator Team: Unlike the solution team users, administrator team users can create, edit, and delete sections. Administrator teams create solution teams, add users to teams, and assign teams to sections. There can only be one administrator team per quote.
- Solution Team: A solution team is a group of users that are assigned to a section. Only members of a team assigned to a section have access rights. Users in the team assigned to a parent section do not have access to subsections. The users in this team cannot add any new teams or edit existing ones. Users can only view the grid with the existing teams.
Quote teams are managed in the Teams tab. Users create and manage tabs like any other tab in SAP CPQ. However, it is best to use the /quotation/Teams implementation file by default, this tab is visible to all permission groups in all quote statuses.
Users can create teams either through the Excel template for creating sections via the Solution Design tab, or in the Teams tab.
Teams that are created through the Excel template for creating sections are without members, and the assigned user should add other members to the team following the procedure below.
By default, the tab displays a grid with the quote owner's name and role. The following procedure describes the steps for creating an administrator team, but they apply to creating a solution team as well.
Steps for creating an administrator team:
- Choose Add.
The Add Team modal displays.
The field Party Role is automatically populated with Administrator Team.
- Define the name of the team
- Find users for the team in the Team Users search field.
Enter the name or the email of the user and the system offers matching results.
You can add both users from the same company as yours or from a different company to the team. However, inactive and blocked users aren't available to be added to a team.
- Choose Add.
The team details display in the Teams grid.
Let's create and assign a quote team in the next exercise We will describe the steps for creating an administrator team, which also applies to creating a solution team.