Collaborator Role Definitions

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A collaborator role is a set of role-based rights assigned to collaborators on sourcing documents.

Example Example

Collaborator roles include document owners, approvers, and sponsors.

End of the example.

There are four types of collaborators:

User Collaborator: The collaborator represents a specific user.
Group Collaborator: The collaborator represents a group of users
Company Collaborator: The collaborator represents everyone in the company.
Supplier Collaborator: The collaborator represents a specific supplier.

In many cases, the same collaborator role can be assigned to multiple collaborators for the same document.

SAP Sourcing provides collaborator role definitions by default. You can also create and edit collaborator role definitions.

This section describes how to create and edit a collaborator role definition.

Features

Field Help for Collaborator Role Page

Function	Description
Inactive	Check this box to mark the collaborator role as Inactive and make it unavailable for use.
Collaborator Role Name	Type the name of the collaborator role.
Security Profile	Choose Lookup to select a security profile for the collaborator role.
Restrict to User	Choose Restrict to User to indicate that the collaborator role can only be used with User collaborators (and not with Group, Company, or Supplier collaborators). Example The Owner role has Restrict to User checked because an owner is always an individual, not a group. End of the example.
Allow Multiple	Check this box to indicate that a document can include multiple collaborators with this role. Leave it unchecked to allow only a single collaborator with this role per document. Example The Owner role does not have Allow Multiple checked because a document can only have a single owner. End of the example.
Do Not Send Collaborator Alerts or Notices	Check this box to indicate that a collaborator with this role in a document should not be sent alerts or notices related to the document.
Internal Type	In most cases, a user-defined collaborator role should use None as its internal type. None indicates that this is a standard role that enforces the security settings defined in the associated security profile. Selecting an internal type will enforce the same level of security as the None type, as well as providing additional validation to ensure that the role is used as intended. Owner: This option identifies a document owner. Validation ensures that each sourcing document has a collaborator with the Owner role. Internal/External Category Manager: This option identifies collaborators that represent Category Managers. The users associated with this role are designated on the Category Manager page in Setup. A document with this collaborator role is kept in sync with the Category Manager page information. Therefore, if the Category Manager information changes in Setup, the changes will be reflected automatically in the document the next time it is edited. Sponsor and Requester: These are legacy roles that are used to identify the Sponsor and Requester of a contract. No additional validation is performed for these roles.
Role Usage	Select whether the collaborator role will be used for sourcing documents or reports.
Description	Type a description of this collaborator role and its usage.