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Setting up Group Collaboration Profiles

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What does this section cover?

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

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 profileYesYes
Group*The group for which the profile is set forYesYes
CommunityThe community that the group belongs toNoNo
Collaboration Scope

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

  • None
  • Specific groups
  • All groups
NoYes
Collaborating Groups

A section which 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 information:

  • Group Number
  • Group Name
  • Group Description
No

Yes

(Only if the scope is specific groups)

Collaboration Actions

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 to view records owned by the specific group
  • View and modify my records: Enables collaborating groups to view and modify records owned by the specific group
  • View, modify and assign my records: Enables collaborating groups to view. modify and assign records owned by the specific group
  • Share my group: Enables collaborating groups to view the specified group in the results of processes that are searching for groups and also to use it as a value in group related fields of various modules of the software. For example to use the specified group as the owner group of a subscription.
  • Share my units: Enables collaborating groups to view the units of the specified 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 as the assign to unit of an activity
  • Share my users: Enables collaborating groups to view the users of the specified 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 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 groups: The collaboration action is allowed on records having a privacy level which belongs to one of the specified privacy level groups. More than one privacy level 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.
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

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


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

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