Thank you to those of you who attended this Webinar.  Below are the questions from the sessions with their corresponding answers.  Please feel free to use Ariba Exchange to respond to this post and interact with your peers.  We look forward to speaking with you again in a future session!

 

Question: Do we have a  report to list the current users and show what they have to know if we gave them the right access?

Answer: Go to Manage > Administration > User Manager > Data Import/Export > Export tab and run the "Export Enterprise Users" option.  This will show all users and the groups they have been assigned to which will be listed as "True".

 

Question: To run reports, as senior analyst.. must one have a license?

Answer: No.  The senior analyst role is a team member role.

 

Question: If a sourcing manager adds an internal user to their event as a Project Owner - we have been told that utilizes another User License.  Can you confirm that they should use the Active Team Member role instead?

Answer: This is correct.  If a team member is added to the Group Project Owner, or any group with the Project Owner role, they will be given project owner abilities for that project and will count as a licensed user.  Instead, team members should be placed into project groups with the Active Team Member or Observer Team Member roles.

 

Question: Are Knowledge Projects different than Sourcing Projects?

Answer: Yes.  Knowledge projects are projects designed to contain documents with general knowledge about your company and your company's processes that you want to access or reuse.  They are not designed to contain sourcing events.  Sourcing projects can contain sourcing events as well as related internal documents, tasks and team members.

 

Question: I noticed a new role called Analysis Administrator in the tool today but it's not on this workbook.  Is this considered a User or Team license?

Answer: This role is specific to the Spend Visibility module.  The Group Description Workbook we reviewed lists the groups that provide permissions (users and team members) for Sourcing, Contract Management and Supplier Information and Performance Management along with related administrative  / general roles for these three modules.

 

Question: What are some examples of how Custom Groups are used most effectively?

Answer: Custom Groups are effectively used when added as members in a project team, especially at the template level.  This is a good way to ensure the appropriate team members have access to the projects and are easily updated via the custom group, instead of amending or updating individual projects when a team member changes.  This is also a great way to make sure your team is a member of all projects in order to satisfy access controls when the "Private to Team Member" control is set.