Manage requesters

When working on an event, you can add a requester to the event so they can view the event in their events list, add internal notes, and participate in conversations with suppliers.

Note: A requester can be added to an event in a Draft, Opened, Closed, Awarded, or Canceled status.

Note: You can add a requester even if they did not initially request an event.

Add a requester

1. From the Events list or the event Details screen, select Actions > Add Requester.
   The Add Requester dialog box displays.
2. In Requester Name, enter a requester's name. As you type, matching users with the Requester role display.
3. Click Add.
   The user is added as requester, and a label with their name will now display on the event.

Change a requester

If a requester has already been associated with an event, you may need to update the event with a new requester.

1. From the Events list or the event Details screen, select Actions > Change Requester.
   The Change Requester dialog box displays.
2. In Requester Name, click the Remove button, and enter the new requester's name. As you type, matching users with the Requester role display.
3. Click Update.
   The new user is added as requester, and a label with their name will now display on the event.

Remove a requester

1. From the Events list or the event Details screen, select Actions > Change Requester.
   The Change Requester dialog box displays.
2. Select the Remove the requester check box.
   The Requester name field is disabled.
3. Click Update.
   The requester is removed from the event.