Standard users see Activities and Negotiation Notes, and create and edit Tasks.
Meetings & templates – Key user and Admin only
manage Meeting Templates. Standard users can only view templates and apply them to a meeting.
Admin only
manage Note Templates (e.g. for Negotiation Notes).
Tasks – Key user and Admin only
delete Tasks.
manage Task Templates. Standard users can only use templates.
Dependencies
Editing Activities and Negotiation Notes, using the AI negotiation preparation and configuring charts in the negotiation cockpit requires "edit Suppliers".
The price defense agent requires read access to Suppliers and Analytics.
Negotiation Notes follow the role's spend visibility; Negotiation Notes and Activities can also be deactivated entirely per role (see "Managing users, Groups & roles").