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| Find out how to set up Community collaboration profiles, used to provide access rights to data belonging in different Communities. |
What does this section cover?
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What is Community Collaboration Profiles
CRM.COM can control access to data/entity records, based on the Group (Organisational Unit) it belongs.
i.e. If If the entity is an Explicit Viewing Access entity entity then the Group it belongs to, is defined by the Owned By Group, and if the entity is a an Implicit Viewing Access entityentity, then the Group is defined by the Owned By Group of the master entity.
As Groups belong to Communities you have the option to restrict or allow access to data that belongs to any Group of a Community to Groups that belong to a different Community.
A Community can collaborate with one or multiple Communities.
Navigating to Group Collaboration Profiles
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Foundation Application > Network Management > Manage Community Collaboration ProfilesFOUNDATION > NETWORK MANAGEMENT > SET UP COLLABORATION BETWEEN COMMUNITIES |
Explaining Community Collaboration Profiles Fields
Name | Description |
|---|---|
| Number | An auto generated number which uniquely identifies the Community collaboration profile |
| Community* | The Community for which you would like to allow access to, from other Communities |
| Collaboration Scope* | The scope of collaboration with other entities, which can be one of the following:
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Collaborating Communities*Mandatory only if the scope is specific Communities
| A section which includes all the Communities which are collaborating with the specified Community. This section provides the ability to add or remove a Community and displays the following information:
Mandatory on Conditions: Mandatory only if the scope is specific Communities |
Validations & Restrictions
| Action | Validations |
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| Create a new Collaboration profile |
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Creating a Community Collaboration Profiles
- Navigate to Foundation Application > Network Management > Manage Community Collaboration Profilesto FOUNDATION > NETWORK MANAGEMENT > SET UP COLLABORATION BETWEEN COMMUNITIES
- Search for a collaboration profile you would like to update or click on NEW to create a new one
MAIN INFORMATION
- Community: Select the Community you would like to allow access from other Groups
- Collaboration Scope: Choose between Specific Communities and All Communities
In both options Collaboration Settings tab will become visible
SPECIFIC Communities
- Click on ADD and search for the Communities you would like to share the data with
- Select all the Communities that you would like to add
- Click on SAVE from the Actions Menu.
Logout and login again with affected users in order to see the changes
Deleting a Community Collaboration Profile
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Visit Understanding Network Management for business examples related to Community Collaboration Profiles |
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