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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?Learn to configure Community Collaboration |
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.
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.
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FOUNDATION > NETWORK MANAGEMENT > SET UP COLLABORATION BETWEEN COMMUNITIES |
Explaining Community Collaboration Profiles Fields| Info |
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FOUNDATION > NETWORK MANAGEMENT > SET UP COLLABORATION BETWEEN COMMUNITIES |
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.
As Groups belong to Communities, it is possible to restrict access that may have been granted through Group Collaboration by not allowing the Groups' Communities to collaborate. This applies only where the Collaboration Scope in Groups Collaboration is set to 'All Groups'. i.e., Community Collaboration is only required to be set up where Group Collaboration Profiles are set up with the option of a Group to collaborate with all the Groups in the System.
- Navigate to Community 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 Community Collaboration, modify (EDIT) or DELETE an existing one.
- Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Community Collaboration.
View the Attributes Table below for a comprehensive description of the Community Collaboration fields. Check the Validations & Restrictions Table for a list of available Actions when working with Community Collaboration including each Action's related validations and restrictions.
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Validations & Restrictions| Action | Validations | Restrictions |
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| Create | - Mandatory fields must be defined.
| - Each Community can have only one Collaboration Profile.
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| Edit | - Mandatory fields must be defined.
| - Each Community can have only one Collaboration Profile.
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| Delete | | |
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AttributesAn * indicates a field is mandatory.
Name | Description |
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| Number | An auto-generated number which uniquely identifies the Community collaboration profileCollaboration Profile. |
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| Community* | The Community for which you would like to allow access to, from other Communitiesthat other Communities should be granted access to. |
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| Collaboration Scope* | The scope of collaboration with other entitiesEntities, which can be one of the following: - Specific Communities
- All Communities
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Collaborating Communities*
| A section which includes 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 informationThe following information is available for each of the Communities selected: - Community Number
- Community Name
- Community Description
Mandatory on Conditions: Mandatory only if the scope is specific Communities |
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| Action | Validations |
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| Create a new Collaboration profile | - Each Community can have only one collaboration profile.
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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
Click on ADD and search for the Communities you would like to share the data withSelect all the Communities that you would like to add
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Logout and login again with affected users in order to see the changes | Include Page |
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Deleting a record - Global | Deleting a record - Global |
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Visit Understanding Network Management for business examples related to Community Collaboration Profiles| Note |
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Available only when the Collaboration Scope is set to 'Specific Communities'. |
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