Participant Collaborators - Host Configuration & Management
Participant Collaborators
Market Dojo are excited to announce the release of participant side collaborators.
It can be difficult to know who to reach out to within your supplier businesses, and even harder to encourage to ensure that the right person is completing the relevant portions of your RFI.
With the introduction of participant collaborators; suppliers will now be able to manage who has access to the tender from their side, inviting those with the right knowledge to contribute to the submission.
Hosts have the ability to audit this access, but with the control given to suppliers, the management resources needed for ongoing events has been greatly reduced.
Activating the Functionality
For companies with a Pro Sourcing licence or above, a new option will appear under the Admin > Sourcing Settings page.
It is labelled 'Supplier Collaboration' and comes with a brief summary help text of what the feature entails.
Setting this to 'true' will turn on the feature for all Sourcing events.
Host-side Event Management
There are no changes to the creation steps for an event.
One the invite has been accepted by the initial invitee, the collaborator options will become available from within the individual participant view.
(Work is underway to make this functionality available in Draft mode and prior to acceptance)
A new tab is shown on the right of each participant pop-up for 'Collaborators'
Here you can see all of the contacts that have been invited to complete that supplier's submission.
You can add additional collaborators, and switch which of the collaborators should be the 'Lead'.
Only the Lead Collaborator will be permitted to bid within RFQs and Auctions, and lead switching will not be possible after the first bid has been placed.
Messages and documents are seen at the supplier level, with all collaborators able to view and interact as the lead would.
Questionnaires can be contributed to and submitted by any of the collaborators.
Supplier-Side Management
Participant users will see a new tab on the right hand side within your Sourcing events for 'Collaborators'
They can add additional collaborators, and switch which of the collaborators should be the 'Lead'.
When selecting to switch lead, the new nominee will receive an email asking them to accept their promotion to the Lead position.
Only the Lead Collaborator will be permitted to bid within RFQs and Auctions, and lead switching will not be possible after the first bid has been placed.
Messages and documents are seen at the supplier level, with all collaborators able to view and interact as the lead would.
Questionnaires can be contributed to and submitted by any of the collaborators.
Related Articles
How do I re-send send an invitation to a participant in my event?
What's the issue you're facing? I want to re-send an invitation to a participant for my event. How do I do this? Solution Why might I need to resend an invitation? I have invited the wrong person to my event and need to resend an invitation to a new ...How do I add collaborators to my event?
What is the issue you're facing? I'd like to add a new collaborator to my event. How do I do this? Solution Go to your event and click on the collaborators tab (on the right of the page when in your event) and click the “Edit” button on the bottom ...How to CC Collaborators into event correspondence
What's the issue you're facing? I am trying to CC my Collaborators into my events correspondence. How do I do this? Solution 1. To CC in collaborators you will first want to navigate to the Collaborators tab in your event and click on the "Edit" ...How do I invite my colleagues to help with my submission?
Participant Collaborators Supplier-Side Management Where Market Dojo Sourcing host users have activated the participant collaboration feature, you will see a new tab on the right hand side within your Sourcing events for 'Collaborators' Here you can ...How do I accept a participant to my event?
What is the issue you are facing? I have a participant that has not been automatically accepted to my event and I need to accept them manually. How do I do this? Solution You would need to accept a participant to an event if they have joined through ...