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Back to Network Management Main Page 

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Find out how to set up group collaboration profiles, used to provide access rights to data belonging in different groups.
What does this section cover?

Learn to configure Group Collaboration

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Table of Contents

Table of Contents
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Navigating to Group Collaboration

The scope of collaboration with other entities
Info

What is Group Collaboration Profiles

CRM.COM can control access to data/entity records , based on the 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.

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

A group can collaborate with one or multiple 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 groups.

Navigating to Group Collaboration Profiles

Info

Foundation Application > Network Management > Manage Group Collaboration Profiles

Explaining Communities Fields

Name

Description

Unique

Mandatory

NumberAn auto generated number which uniquely identifies the group collaboration profileYesYesGroup*The group for which the profile is set forYesYesCommunityThe community that the group belongs toNoNoCollaboration Scope

FOUNDATION > NETWORK MANAGEMENT > SET UP COLLABORATION BETWEEN GROUPS

What is Group Collaboration?

Entries/records are subject to different levels of access depending on the Group (or business department) they belong to.  The Group an entry belongs to is determined in two ways, depending on its Type.

Note
View Understanding Network Entity Types for information on Explicit and Implicit Viewing Access Entities.

A Group can collaborate with multiple Groups, and the records that will be available for access based on their Privacy Level as well as the Actions that will be available to Users of other Groups, can both be defined.

The following Actions can be defined:

  • Access to View data
  • Access to Modify data
  • Access to Assign data
  • Access to Search for data

Note

Group Collaborations do not apply for Controlled Selection Entities.
i.e. if Group A is set as an Allowed Organisational Unit for a certain Activity Type and there exists a collaboration between Group A and Group B, a User from Group B will not be allowed to create an Activity of that specific Type.

  • Navigate to Group Collaboration and explore existing entries via the Summary page.  
  • Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail. 
  • Use the Actions Menu to create a NEW Group Collaboration, modify (EDIT) or DELETE  an existing one.  
  • Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Group Collaboration.

Check the Validations & Restrictions Table below for a list of available Actions when working with Group Collaborations, including each Action's related validations and restrictions. View the Attributes Table for a comprehensive description of the Group Collaboration fields.

Group Collaboration ProfileImage Added

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validations
validations
Validations & Restrictions

ActionValidationsRestrictions
Create
  • Mandatory Fields must be defined.
  • If the Collaboration Scope is set to 'All Groups' and to enable Group collaboration, then it is mandatory that the Communities that the Groups belong to, also collaborate.
  • Each Group can have only one collaboration profile.
Edit
  • Mandatory Fields must be defined.
  • If the Collaboration Scope is set to 'All Groups' and to enable Group collaboration, then it is mandatory that the Communities that the Groups belong to, also collaborate.
  • Each Group can have only one collaboration profile.
Delete
  • Not Applicable
  • Not Applicable

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attributes
attributes
 Attributes

An * indicates a field is mandatory.

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

View my records: Enables collaborating groups

Name

Description

NumberAn auto-generated number which uniquely identifies the Group collaboration profile.
Main Information
Group*The Group that other Groups should be granted access to.
Community

The Community that the Group belongs to.

Note

Read-only and automatically determined by the selected Group.

Collaboration Scope*

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

None

A section which includes all the groups

  • Specific groups
  • All groups
NoYesCollaborating Groups
  • Groups: Groups that will share Main Group's information
  • All Groups: All the Groups

Note

If the selected Collaboration Scope is 'All Groups', collaboration only works for Groups that belong to the same Community as the main Group.

Collaboration Settings

Collaborating Groups*

 

Includes all the Groups which are collaborating with the specified group. This section provides the ability to add or remove a group and displays the following informationGroup. The following information is available for each of the Groups selected:

  • Group Number
  • Group Name
  • Group Description
No

Yes

(Only if the scope is specific groups)
Note

Available only when the Collaboration Scope is set to Specific Groups.

Collaboration Actions

*

 

The Collaboration Actions which are allowed through the specific Collaboration; different levels of collaboration can be defined for each Action. For the 'All Groups' Collaboration Scope the Actions are only defined once, while for 'Specific Groups' the Actions must be defined once per Collaborating Group.

ActionDescriptionCollaboration Level
View My RecordsEnables users of collaborating Groups to view records owned by the specific
groupView and modify my records: Enables collaborating groups
Group.
  • None
  • All Privacy Levels
  • Specific Privacy Level Group
  • Specific Privacy Levels
Modify My Records
(Includes View) 		Enables users of collaborating Groups to view and modify records owned by the specific
groupView, modify and assign my records: Enables collaborating groups to view.
Group.
  • None
  • All Privacy Levels
  • Specific Privacy Level Group
  • Specific Privacy Levels
Assign My Records
(Includes View & Modify) 

Enables users of collaborating Groups to view, modify and assign records owned by the specific

groupShare my group: Enables collaborating groups to view the specified group

Group.

Note

Assigning of Records only refers to Assignable Entities.

  • None
  • All Privacy Levels
  • Specific Privacy Level Group
  • Specific Privacy Levels
Share My GroupsEnables users of collaborating Groups to view the Group in the results of processes that
are searching for groups
search for Groups (in Data Entry pages), 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
'Owned by Group' of a
subscription.Share my units: Enables collaborating groups
Subscription.
  • None
  • All Privacy Levels
Share My UnitsEnables collaborating Groups to view the
units
Units of the
specified group
Group in the results of processes that
are searching for units
search for Units (in Data Entry pages) and also to use them as a value in
unit
Unit related fields of various modules of the software.
For example, to use the
a unit
Unit belonging to the specified
group
Group as the
assign to unit of an activityShare my users: Enables collaborating groups
'Assign To Unit' of an Activity.
  • None
  • All Privacy Levels
Share My UsersEnables collaborating Groups to view the users of the specified
group
Group in the results of processes that
are searching
search for users (in Data Entry pages) 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
Unit belonging to the specified
group
Group as the
assign to user of an activityEach action allows the option to collaborate on different levels. The supported options are the following:
'Assign To User' of an Activity.
  • None
  • All Privacy Levels
Note
titleWhat does each Access Level denote
  • None: The
collaboration action
  • Collaboration Action is not allowed.
  • All
privacy levels
  • Privacy Levels: The
collaboration action
  • Collaboration Action is allowed on records having any
privacy level
  • Privacy Level.
  • Specific
privacy level groups
  • Privacy Level Groups: The
collaboration action
  • Collaboration Action is allowed on records having a
privacy level
  • Privacy Level which belongs to one of the specified
privacy level groups
  • Privacy Level Groups. More than one
privacy level groups
  • Privacy Level Groups can be specified if this option is selected.
  • Specific
privacy levels
  • Privacy Levels: The
collaboration action
  • Collaboration Action is allowed on records having a
privacy level
  • Privacy Level which is equal to one of the specified
privacy levels
  • Privacy Levels. More than one
privacy levels
  • Privacy Levels can be specified if this option is selected.
No

Yes

(per each collaborating group)

Validations & Restrictions

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

Explaining Group Collaboration Profile Fields

Group Collaboration Profiles

  • Navigate to PATH
  • Search for the Network Management
    • Click on the number/name of the record you would like to access, to go to the Data Entry page
  • From the Action Menu click on Actions > "Suspend Account"
    • Note

    Visit /wiki/spaces/WIP/pages/10010220 Network Management for business examples related to Group Collaboration Profiles

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