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Setting up Community Collaboration Profiles

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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 one Community to Groups that belong to a different Community

A Community can collaborate with one or multiple Communities

Navigating to Group Collaboration Profiles

Foundation Application > Network Management > Manage Communities Collaboration Profiles

Explaining Community Collaboration Profiles Fields

Name

Description

NumberAn 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:

  • Specific Communities
  • All Communities

Collaborating Communities*


Mandatory only if the scope is specific 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:

  • Community Number
  • Community Name
  • Community Description

Validations & Restrictions

ActionValidations
Create a new Collaboration profileEach community can have only one collaboration profile.

Creating a Community Collaboration Profiles

  1. Navigate to Foundation Application > Network Management > Manage Community Collaboration Profiles
  2. Search for a collaboration profile you would like to update or click on NEW to create a new one
  3. MAIN INFORMATION

    1. Community: Select the communityyou would like to allow access from other groups
    2. Collaboration Scope: Choose between Specific Communities and All Communities
      In both options Collaboration Settings tab will become visible
    1. SPECIFIC COMMUNITIES

      1. Click on ADD and search for the Communities you would like to share the data with
      2. Select all the Communities that you would like to add
        Community Collaboration Profile - Collaborating Communities

  4. 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

  1. 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
  2. Click on the link of the record you would like to delete, to be transferred to the Data Entry page
  3. 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

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