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Find out how to set up group Group collaboration profiles, used to provide access rights to data belonging in different groupsGroups.

What does this section cover?

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What is Group 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 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 Group is defined by the Owned By Group of the master entity.

Group Collaboration allows you to define rules in the system, where you can allow data to be shared/accessed between different groupsGroups. i.e. allow users that belong to one group Group to access data that belong to a different groupGroup. 

A group Group can collaborate with one or multiple groups Groups and you can define which records will be allowed to be accessed based on their Privacy Level, as well as the actions that will be allowed  to be executed by users of other groupsGroups.

Navigating to Group Collaboration Profiles

Info

Foundation Application > Network Management > Manage Group Collaboration Profiles

Explaining Group Collaboration Profiles Fields

Name

Description

NumberAn auto generated number which uniquely identifies the group Group collaboration profile
Group*The group Group for which you would like to allow access to from other groupsGroups
CommunityThe community Community that the group Group belongs to
Collaboration Scope*

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

  • Specific groupsGroups:Groups that will share Main groupGroup's information
    Groups specified to collaborate with the defined groupGroup, do not need to belong in the same communityCommunity, as they are explicitly defined.
  • All groupsGroups: All the Groups
    In order to be allowed for all the groups Groups to collaborate with the defined group Group they MUST also belong in the SAME communityCommunity

Collaborating Groups*

Mandatory only if the scope is specific groupsGroups

A section which includes all the groups Groups which are collaborating with the specified groupGroup. This section provides the ability to add or remove a group Group and displays the following information:

  • Group Number
  • Group Name
  • Group Description

Collaboration Actions*

 
Mandatory per each collaborating groupGroup 

A section which includes the collaboration actions which are enabled per each collaborating groupGroup. The collaboration actions include the following:

  • View my records: Enables collaborating groups Groups to view records owned by the specific groupGroup
     
  • View and modify my records: Enables collaborating groups Groups to view and modify records owned by the specific groupGroup
     
  • View, modify and assign my records: Enables collaborating groups Groups to view. modify and assign records owned by the specific groupGroup
     
  • Share my groupGroup: Enables collaborating groups Groups to view the specified group Group in the results of processes that are searching for groups Groups and also to use it as a value in group Group related fields of various modules of the software. For example to use the specified group Group as the owner group Group of a subscription.
     
  • Share my units: Enables collaborating groups Groups to view the units of the specified group Group in the results of processes that are searching for units and also to use them as a value in unit related fields of various modules of the software. For example to use the a unit belonging to the specified group Group as the assign to unit of an activity
     
  • Share my users: Enables collaborating groups Groups to view the users of the specified group Group in the results of processes that are searching for users and also to use them as a value in user related fields of various modules of the software. For example to use the a unit belonging to the specified group Group as the assign to user of an activity

Each action allows the option to collaborate on different levels. The supported options are the following:

  • None: The collaboration action is not allowed
     
  • All privacy levels: The collaboration action is allowed on records having any privacy level
     
  • Specific privacy level groupsGroups: The collaboration action is allowed on records having a privacy level which belongs to one of the specified privacy level groupsGroups. More than one privacy level groups Groups can be specified if this option is selected.
     
  • Specific privacy levels: The collaboration action is allowed on records having a privacy level which is equal to one of the specified privacy levels. More than one privacy levels can be specified if this option is selected.

Validations & Restrictions

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

Creating a Group Collaboration Profiles

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

  3. MAIN INFORMATION

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

  4. COLLABORATION SETTINGS

    1. SPECIFIC

      GROUPS

      GroupS

      1. Click on Add ADD and search for the groups Groups you would like to share the data with
        Groups should be added one by one
      2. Click on the Group on the left hand side panel, to select the Group you would like to configure
        Group Collaboration Profiles - Group to be configured
      3. Once a Group is selected the actions are made available. 
        Group Collaboration Profile - Actions to be configured
      4. Click on the accordion of each collaboration action to open
      5. From the select box, select the type of condition you would like to add
        1. For Specific Privacy Level Groups and Specific Privacy levels
          1. Click on Add ADD and select from the available drop down the, privacy levels or privacy level groupsGroups
      6. Repeat the same for each collaboration action and for each Group added
        Group Collaboration Profiles - Specific Groups Setup

    2. ALL

      GROUPS

      GroupS

      1. Click on the accordion of each collaboration action to open
      2. From the select box, select the type of condition you would like to add
      3. For Specific Privacy Level Groups and Specific Privacy levels
        1. Click on Add ADD and select from the available drop down the, privacy levels or privacy level groupsGroups
        2. Repeat the same for each collaboration action
          Group Collaboration Profiles - All Groups Collaboration settings
  5. Click on SAVE from the Actions Menu.
    Logout and login again with affected users in order to see the changes 

Deleting a Group Collaboration Profile

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



Note

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

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