Messenger & Collaboration groups

Updated by Leigh Hutchens

What are Collaboration groups?

Collaboration groups are designed to enable the set up of clients with an unlimited geographical hierarchy within the Quinyx All-In-One (AIO) platform.

This allows for Frontline Portal clients with organizational hierarchies deeper than 4 levels to begin using the AIO platform, just like is possible for standalone Frontline Portal clients today. In order for customers that use Collaboration groups for their organizational hierarchy to be able to use Messenger we have implemented support for Messenger following Collaboration groups for who you can message.

If you want to understand more about how Collaboration groups work and how you set them up you can find more information here.

How do I activate Messenger following Collaboration groups?

If your tenant has enabled the Messenger & Frontline portal module, there is a new Messenger Settings page under Frontline Portal Settings > Messenger settings > Use Collaboration group hierarchy in Messenger.

Do not turn on this setting unless you have set up Collaboration groups correctly for the use of the Frontline Portal and want Messenger to follow the same logic.

The Use Collaboration group hierarchy in Messenger setting is only available for users in a tenant where:

  • The frontline portal module is enabled (you only see frontline portal settings if the Frontline portal module is turned on), and the Messenger module is enabled (the messenger setting should only be visible if the Messenger module is turned on.
  • There is also a permission called Account settings that is in role management that rules whether you can access account settings at all.

How does the logic for who I can message in Messenger work when I activate "Use collaboration group hierarchy in Messenger?"

  • The user must have all the settings and permissions activated to be able to access Messenger (Messenger enabled for tenant, have the Messenger permission assigned to their role/staff category; more info about Messenger permissions is available here).
  • The user must have permissions activated to access Frontline Portal (Frontline portal enabled for the tenant, have the permission called “Frontline portal” assigned to their role/staff category).
  • The list of users you can message respects the users available to them from their collaboration group membership; this means they can message:
    • People who have the Messenger permission activated and who are at their level, above their level, or below their level in their tree branch in the collaboration group structure.

Please note that Frontline Portal does not support individual users assigned to multiple groups (sharing users), therefore a user will and can only exist in one collaboration group. More information about how collaboration groups work can be found here: and how to setup collaboration groups here.

The general rule is that the collaboration group always looks for the user's home unit when determining where in the collaboration group hierarchy tree the user belongs. In the case the user has a role in several different places in the Quinyx organization(for example has a role in 3 different units), we have implemented a logic where the collaboration group looks which group the user belongs to in the following order:

  • If a user is assigned to multiple WFM units and more than one of these units is then associated with collaboration group(s), the user's home unit will take precedence within the collaboration group hierarchy.
A unit can only be associated with one collaboration group.
  • If the user’s home unit is not associated with a collaboration group, the logic will look for the unit connected with the user's assigned highest collaboration group in the hierarchy. A unit can only be associated with one collaboration group.
  • If none of the units the user is assigned to have been associated to a collaboration group, the logic will look to see if the user has been individually associated to any collaboration group. A user can only be individually associated to one collaboration group.

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