Frontline Portal Admin - Collaboration Group management
Updated
by
Victor Jespersen
Collaboration groups are an essential part of the Frontline Portal's functionality and will not work without it. Click here to read about organizational management, which is the first step before configuring Collaboration groups.
Collaboration groups enable you to govern the permissions and distribution options and set up an unlimited geographical hierarchy within the Frontline Admin Portal, which is essential to the Frontline portal. This allows Frontline Portal users to be more flexible when giving out permissions for different modules and distribution options between all employees and managers.
Navigate to Account settings > Frontline Portal settings > Collaboration groups.
Take a look at our articles Introduction - Collaboration groups for AIO FLP and Collaboration groups FAQ.
Add a child Collaboration group
You can only create a new collaboration group by selecting the Add new button if no collaboration group has been created prior. If this is your first time making one, you can click here to view a full guide on creating a collaboration group.
- Navigate to Account settings > Frontline Portal settings > Collaboration groups.
- Select the Collaboration group for which you want to add a child Collaboration group.
- Select the plus icon.
- Set the name, group type label, and the optional Domo embed ID.
- Select the Save button.
Associating Collab groups with units
If possible, the unit associations should be used. This will help reduce maintenance later on as new users are added due to the users being automatically added beneath the unit/ Store.
- Navigate to Advanced settings > Frontline Portal settings > Collaboration groups.
- Select a Collaboration group you want to associate with units.
- Select the plus icon.
- Select the units you want to associate with the Collaboration group.
- Select the Save button.
Associating Collab groups with users
Employee association option is available if unit association isn't an option, e.g. if you have a single unit for all district managers responsible for different stores and groups.
- Navigate to Advanced settings > Frontline Portal settings > Collaboration groups.
- Select a Collaboration group you want to associate with users.
- Select the plus icon.
- Select the unit from which you want to pull user information.
- Select the users you want to associate with the Collaboration group.
- Select the Save button.
Edit Collaboration groups
- Navigate to Account settings > Frontline Portal settings > Collaboration groups.
- Select the Collaboration group you want to edit.
- A side panel will appear where you can edit the Collaboration group name, Group type label, Domo embed ID, Associated groups, Associated employees, and Child collaboration groups.
- Select the pen/ plus icon to edit the values within the Collaboration group.
- Select the Save button.
