we are on 9r1 (CD version) but I think the following could apply for you as well
we set up our template this way :
- templates are 'Private to Team' so only if you're part of the team you will access and other buyers will not
- we had 2 project groups in the team
- Active Members : the project group has "Active Team Member" role by default, and the project group is empty
- Observer Members : the project group has just "Observer Team Member" role by default
by default we have the group for the procurement team added in the template so they are automatically observer of all projects created
when creating the project, the buyer in charge can add other buyers in the Active Members so those added users will receive the notification and can act as the owner of the project
Hi Fred, thanks for your input. We also work via a template (mentioning all 8 buyers as "owners" to enable them all to have full rights in the projects).
Maybe I'm not entirely updated on the "members" definitions, but in your case: can the observer team members look up old events and copy content from those event into their new ones?
In addition, don't the observers get all messages as well for those projects?
best regards, Erwin
If you had users as owner in the template, they will be able to make modification of the template (owning the template) but they are not normally copied to the project (at least in cd version)
when creating a project, the project owner is only set with the user who created the project.
for the observer, they can access any projects and reuse content if they create a new project. (adding new content and browsing previous events)
the observers do not get messages.
If a specific buyer needs to receive the notification for a project, the buyer in charge must manually add him in the active team members that we added.
Dear Fred, ok - thank you for clarification. Best regards, Erwin Storms
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