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Find out how to set up community Community collaboration profiles, used to provide access rights to data belonging in different communitiesCommunities.

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 Group (Organisational Unit) it belongs.
i.e. If the entity is an Explicit Viewing Access entity then the Group it belongs to, is defined by the Owned By Group, and if the entity is a an Implicit Viewing Access Entity, 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 one Community a Community to Groups that belong to a different Community

A Community can collaborate with one or multiple Communities

Navigating to Group Collaboration Profiles

Info

Foundation Application > Network Management > Manage Communities Community Collaboration Profiles

Explaining Community Collaboration Profiles Fields

Name

Description

NumberAn auto generated number which uniquely identifies the community Community collaboration profile
Community*The community Community for which you would like to allow access to, from other communitiesCommunities
Collaboration Scope*

The scope of collaboration with other entities, which can be one of the following:

  • Specific Communities
  • All Communities

Collaborating Communities*


Mandatory only if the scope is specific communitiesCommunities

A section which includes all the communities Communities which are collaborating with the specified communityCommunity. This section provides the ability to add or remove a community Community and displays the following information:

  • Community Number
  • Community Name
  • Community Description

Validations & Restrictions

ActionValidations
Create a new Collaboration profileEach community Community can have only one collaboration profile.

Creating a Community Collaboration Profiles

  1. Navigate to Foundation Application > Network Management > Manage Community Collaboration Profiles
  2. Search for a collaboration profile you would like to update or click on NEW to create a new one
  3. MAIN INFORMATION

    1. Community: Select the communityyou Community you would like to allow access from other groupsGroups
    2. Collaboration Scope: Choose between Specific Communities and All Communities
      In both options Collaboration Settings tab will become visible
    1. SPECIFIC

      COMMUNITIES

      Communities

      1. Click on ADD and search for the Communities you would like to share the data with
      2. Select all the Communities that you would like to add
        Community Collaboration Profile - Collaborating Communities

  4. 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

Include Page
Deleting a record - Global
Deleting a record - Global



Note

Visit Understanding Network Management for business examples related to Community Collaboration Profiles

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