Back to Network Management Main Page

Table of Contents

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.

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

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	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

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:

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

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:

Group Number
Group Name
Group Description

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.

Action	Description	Collaboration Level
View My Records	Enables users of collaborating Groups to view records owned by the specific 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 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 Group. Assigning of Records only refers to Assignable Entities.	None All Privacy Levels Specific Privacy Level Group Specific Privacy Levels
Share My Groups	Enables users of collaborating Groups to view the Group in the results of processes that search for Groups (in Data Entry pages), 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 'Owned by Group' of a Subscription.	None All Privacy Levels
Share My Units	Enables collaborating Groups to view the Units of the Group in the results of processes that search for Units (in Data Entry pages) and also to use them as a value in Unit related fields of various modules of the software. For example, to use the Unit belonging to the specified Group as the 'Assign To Unit' of an Activity.	None All Privacy Levels
Share My Users	Enables collaborating Groups to view the users of the specified Group in the results of processes that 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 Unit belonging to the specified Group as the 'Assign To User' of an Activity.	None All Privacy Levels

What does each Access Level denote

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.

Related Areas

Page:

Setting up Community Collaboration Profiles
Page:

Setting up Group Collaboration Profiles
Page:

Managing Units
Page:

Managing Communities
Page:

Managing Groups
Page:

Understanding Network Management
Page:

Understanding Network Entity Types

Helpful Links

Page:

CRM.COM Quickstart Manual
Page:

Working with Summary Pages - R18
Page:

Working with Summary Pages
Page:

Working with Summary Pages - R15
Page:

Extracting a Printout from a Data Entry page