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