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adminhelp:quotesadministration:quote_2.0:quote_teams [2019/05/05 14:06]
mnikolic [Involved Parties (Quote Teams)]
adminhelp:quotesadministration:quote_2.0:quote_teams [2019/05/07 04:17] (current)
mnikolic
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 ====== Involved Parties (Quote Teams) ====== ====== Involved Parties (Quote Teams) ======
-Grouping users into teams enables parallel work on one quote and allows quote owners to segregate quote sections to different teams. Quote owners create administration teams that manage sections and assign users to solution teams. Each solution team has access only to the sections assigned to it. Consequently, there can be multiple teams working on the same quote and on different sections in the same time, without altering each other work.\\+Grouping users into teams enables parallel work on one quote and allows quote owners to assign quote sections to different teams. Quote owners create administration teams that manage sections and assign users to solution teams. Each solution team has access only to the sections assigned to it. Consequently, multiple teams can work on the same quote and on different sections at the same time, without altering each other's work.\\
 The hierarchy of involved parties on quotes, based on their rights, is as follows: The hierarchy of involved parties on quotes, based on their rights, is as follows:
-  * **Quote Owner** - default involved party with maximum rights. Only quote owners can create administration teams and they can also create solution teams.+  * **Quote Owner** - the default involved party with maximum rights. Only quote owners can create administration teams and they can also create solution teams.
   * **Administration Team​** - unlike the solution team users, administration team users can create, edit and delete sections. Administration teams create solution teams, add users to teams and assign teams to sections. There can only be one administration team per quote.   * **Administration Team​** - unlike the solution team users, administration team users can create, edit and delete sections. Administration teams create solution teams, add users to teams and assign teams to sections. There can only be one administration team per quote.
   * **Solution Team​** - a group of users that can be assigned to a section. Only members of a team assigned to a section have access rights to it. Users in the team assigned to a parent section do not have access to its subsections. The users in this team cannot add any new teams, nor can they edit the existing ones. They can only view the grid with the existing teams.   * **Solution Team​** - a group of users that can be assigned to a section. Only members of a team assigned to a section have access rights to it. Users in the team assigned to a parent section do not have access to its subsections. The users in this team cannot add any new teams, nor can they edit the existing ones. They can only view the grid with the existing teams.
 ==== Involved Parties Tab ==== ==== Involved Parties Tab ====
-Quote teams are to be managed in the **Involved Parties** tab. You can [[http://help.webcomcpq.com/doku.php?id=adminhelp:quotesadministration:quotetabs|create and manage tabs as any other tab in SAP CPQ]], however, you should use the **/quotation/InvolvedParties** implementation file. By default, this tab is visible to all permission groups in all quote statuses.+Quote teams can be managed in the **Involved Parties** tab. You can [[http://help.webcomcpq.com/doku.php?id=adminhelp:quotesadministration:quotetabs|create and manage tabs as any other tab in SAP CPQ]], however, you should use the **/quotation/InvolvedParties** implementation file. By default, this tab is visible to all permission groups in all quote statuses.
 ==== Creating Teams ==== ==== Creating Teams ====
-The only setting that you need to manage in **Setup** to enable users to create teams is the **Involved Parties** tab. By default, the tab contains a grid with the quote owner's name and the role. The following procedure describes steps needed for creating an administration team, but they apply to creating a solution team as well.+The only setting that you need to manage in **Setup** to enable users to create teams is the **Involved Parties** tab. By default, the tab contains a grid with the quote owner's name and the role. The following procedure describes the steps for creating an administration team, but they apply to creating a solution team as well.
   - Click **Add**. \\ The **Add Involved Party** modal displays. \\ **Party Role** is automatically populated with **Administrator Team**.   - Click **Add**. \\ The **Add Involved Party** modal displays. \\ **Party Role** is automatically populated with **Administrator Team**.
   - Define the name of the team.   - Define the name of the team.
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   - Click **Add**. \\ The team details display in the **Involved Parties** grid. \\ You can edit them by clicking on the team name. Also, you can delete a team and view the team members by clicking {{:adminhelp:quotesadministration:quote_2.0:cpq_1905_delete_teams_icon.png?15}} and {{:adminhelp:quotesadministration:quote_2.0:cpq_1905_view_team_users_icon.png?15}}, respectively. \\ After teams are created, you can [[quote_teams#assigning_a_section_to_a_team|assign quote sections to them]].   - Click **Add**. \\ The team details display in the **Involved Parties** grid. \\ You can edit them by clicking on the team name. Also, you can delete a team and view the team members by clicking {{:adminhelp:quotesadministration:quote_2.0:cpq_1905_delete_teams_icon.png?15}} and {{:adminhelp:quotesadministration:quote_2.0:cpq_1905_view_team_users_icon.png?15}}, respectively. \\ After teams are created, you can [[quote_teams#assigning_a_section_to_a_team|assign quote sections to them]].
  
-<note>Users who can access a quote only in the **Other Quotes** tab do not have the rights to manage teams on those quotes.</note>+<note>If user is a member of a team on a quote, that quote displays in the **My Quotes** tab.</note>
 {{:adminhelp:quotesadministration:quote_2.0:cpq_1905_involved_parties.png?700}} {{:adminhelp:quotesadministration:quote_2.0:cpq_1905_involved_parties.png?700}}
 ==== Assigning a Section to a Team ==== ==== Assigning a Section to a Team ====
-You can [[http://help.webcomcpq.com/doku.php?id=adminhelp:quotesadministration:quote_2.0:solution_design|assign sections to teams]] in the **Solution Design** tab. Here are listed some facts and limitations that you should have in mind when assigning sections:+You can [[http://help.webcomcpq.com/doku.php?id=adminhelp:quotesadministration:quote_2.0:solution_design|assign sections to teams]] in the **Solution Design** tab. Here are some facts and limitations that you should keep in mind when assigning sections:
   * by default, sections are not assigned to any teams.   * by default, sections are not assigned to any teams.
   * a section can be assigned to one or multiple teams.   * a section can be assigned to one or multiple teams.
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   * if a section is not assigned to any team, all users can manage it.   * if a section is not assigned to any team, all users can manage it.
   * the mass assign button is visible only when multiple sections are selected.   * the mass assign button is visible only when multiple sections are selected.
-  * there is no hierarchical inheritance between sections (team members have access only to the section assigned to them, not to the section's pertaining subsections)+  * team members have access only to the section assigned to them, not to the section's pertaining subsections. 
-  * when a user upgrade products to a new version, all products with newer version will be upgraded, regardless of their section and whether the user has access to those sections. +  * if a user upgrades products to a new version, all products that have new version will be upgraded, regardless of their sections and whether the user has access to those sections. 
-  * when copying quotes, all teams in the **Involved Parties** tab and their assignments are copied (sections are not copied).+  * when copying quotes, all teams in the **Involved Parties** tab and their assignments are copied.
  
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