Teams Assignment

With the new Teams Assignment feature you can assign specific team members to RFPs bringing more clarity and accountability to your workflow. You will also be able to assign specific PBM contacts when issuing RFPs ensuring that your preferred contacts are connected to the RFP.

Teams Assignment is the foundation of a suite of features that will be released throughout Q3 of 2025. The future enhancements listed below will leverage the Teams Assignment feature to create a more efficient and tailored experience in the system.

• Dashboard & Workspace Filters: View data based on your assignments or filter by teammates.
• Default Views: Automatically see your own assignments (or all, if preferred).
• Role-Based Visibility:  Admins can restrict users to only see their own work.
• Smarter Notifications: Notifications will soon be based on user assignments.

The Teams Component

A simple, recognizable component is accessible throughout the product to view and manage assignments.

• Click the Plus or Pencil icon to assign new users or edit the currently assigned users
• Hover over a circle to see the user's full name and title

Assigning Team Members

When creating an RFP you can assign team members to the RFP by clicking the plus button under the Assigned Team section in Step 1 of the Create Request screen. 

Once an RFP has been created you can edit team assignments by navigating back to the Assigned Team section in Step 1 of the Edit Request screen.

Alternatively, you can edit team assignments directly from the Quote Manager using the teams component located in the upper right hand corner of the RFP name card. 

Please note that the names of assigned team members are visible to the PBMs, but cannot be edited by the PBMs. 

Setting Up Default Assignments

Each organization can have a Default Assigned Team. Users included in the default team will automatically be assigned on every new RFP created for that organization. To create or edit the default team, navigate to the Organization Details screen within the Administration section and use the Default Assigned Teams component located on the left hand side of the screen. Only administrators are able to make changes to the default team.

Assigning PBM Contacts

When inviting PBMs to an RFP, you can assign specific contacts to the RFP using the teams component located on each bidders name card in the Invite PBM screen. The list of contacts will include all active users within the Ringmaster system. If the PBM has a default team assigned, you will see the default users listed but will not be able to remove them.

Once an RFP has been sent to market, you can edit which PBM contacts are assigned using the teams component to the left of each bidder in the Quote Manager. 

Auditing Team Assignments

Any change to the team assignments or the assigned PBM contacts will be displayed in the Audit Trail feature located in the Quote Manager.