To speed up project setup and avoid inviting users or suppliers one by one, you can create reusable project teams and supplier teams directly from a project or from the Sourcing Library.
This guide explains all three methods step‑by‑step.


1. Saving a Project Team (Buyers/Internal Users) — From Inside a Project

Steps:

  • After inviting all buyers/internal users to your project team, click Save project team as.
  • Enter a Team Name (Title).
  • Set the visibility to Public.
  • Click Save and Apply.



How to reuse this team in a future project:

  • Go to the new project.
  • Select Insert project team.
  • Search for the previously saved team.
  • Select it and apply.

Note: You can still adjust the team after inserting it — add or remove internal users as needed.


2. Saving a Supplier Team — From Inside a Project

Steps:

  • After inviting all suppliers to the project (supplier circle), click Save supplier team as.
  • Enter a Team Name (Title).
  • Set the visibility to Public.
  • Click Save and Apply.



How to reuse this supplier team in a future project:

  • In the new project, select Insert project team.
  • Search for the saved supplier team.
  • Select it and apply.

Note: You can customize the supplier list anytime — remove or add suppliers whenever necessary.



3. Creating a Project or Supplier Team in the Sourcing Library (Outside a Project)

Steps:

  • Go to Content Library → Sourcing Library.
  • Depending on what you need, select:
    • My Tenders / Project Teams, or
    • My Auctions / Project Teams.



  • Click New to create a new team.
  • Enter a Team Name, set it to Public, choose the Type (Buyer or Supplier), and click Save.



  • Click Open, then click New to start adding members.
  • Search and add the users (buyers or suppliers) you want in this team.


  • If you are creating a buyer team, click Edit after adding users and update their roles as required


Note: You can open and update any team at any time — Invite new members, edit roles or remove members as needed.