What does this section cover?
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 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.
Navigating to Group Collaboration Profiles
FOUNDATION > 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:
|
Collaborating 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 |
---|---|
Create a new Collaboration profile |
|
Creating a Community Collaboration Profiles
- Navigate to 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
- Search for the entity that you would like to delete
Visit Using Summary Pages to find out how you can search using CRM.COM Summary Screens - Click on the link of the record you would like to delete, to be transferred to the Data Entry page
- From the actions menu click on "DELETE"
The entity will be deleted given that the validations are satisfied
Visit Understanding Network Management for business examples related to Community Collaboration Profiles
Related Areas
-
Setting up Community Collaboration Profiles — Learn to configure Community Collaboration
-
Setting up Group Collaboration Profiles — Learn to configure Group Collaboration
-
Managing Units — Learn to work with Units
-
Managing Communities — Learn to work with Communities
-
Managing Groups — Learn to work with Groups
-
Understanding Network Management — Understand the usage of Network Management within CRM.COM
-
Understanding Network Entity Types — Understand Network Entity Types and how they affect Entity behaviour and access rights within CRM.COM
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