Sourcing Owners are the people responsible for a sourcing activity. They receive its key notifications and, if the activity is restricted, are the only people (with administrators) who can change it.

Before you start

Only users who can edit the sourcing activity can add or remove its owners. If the activity is restricted, only its owners and administrators can. Owners can't be changed on demo records.

The video shows a savings record. The steps are the same on a sourcing activity.

Add a Sourcing Owner

Open the sourcing activity

Go to Sourcing > eSourcing and click the activity. Use Search or the filters to find it.

Open the Sourcing Owners tab

The tab lists the current owners. Whoever created the activity is added automatically.

Click Add Sourcing Owner

In Add New Sourcing Owner, choose one user in Select Sourcing Owner.

Click Save

Repeat for each extra owner.

Transfer or remove ownership

Add the new owner first

Every activity must have at least one owner, so add the replacement before removing anyone.

Click Delete next to the owner

Confirm to remove them. If they're the only owner, you'll see Add another owner before removing this one.

💡 Tip: Give each activity at least two owners. Ownership can then be handed over in one step, and someone is still notified if an owner is away or leaves.

What happens next

  • Owners are notified: they're emailed when a supplier submits a response, when a scorer submits their scores and when the activity is cancelled, and they receive the activity's custom notifications. See Automated Sourcing Notifications.

  • Chat is separate: chat message notifications go to the people taking part in that supplier conversation, not to every owner.

  • Access follows ownership: if the activity is set to Only owners can edit or Only owners can view and edit, owners keep access and others lose it. See Record Access – Restricting Individual Records.

  • History is unaffected: adding or removing owners doesn't change past responses or scores.

Troubleshooting

Add Sourcing Owner is greyed out

You can't edit this activity, or it's restricted and you're not one of its owners or an administrator. It's also unavailable on demo records.

I can't remove an owner

They're the only owner. Add another owner first, then remove them.

An owner isn't getting chat notifications

Chat notifications go to the internal users taking part in that supplier conversation, not to every owner. Being an owner doesn't add someone to a conversation. See Message Suppliers in a Sourcing Activity (eSourcing Chat).

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