Setting up Group Collaboration Profiles
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Navigating to Group Collaboration
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.
- Explicit Viewing Access Entities are defined by the 'Owned By Group'.
- Implicit Viewing Access Entities are defined by the 'Owned By Group' of its master Entity.
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
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.
Validations & Restrictions
| Action | Validations | Restrictions |
|---|---|---|
| Create |
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| Edit |
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| Delete |
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Attributes
An * indicates a field is mandatory.
Name | Description | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Number | An 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. 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:
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. The following information is available for each of the Groups selected:
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.
What does each Access Level denote
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