Enable Collaboration Permissions

Important:

Updated Content Available: As part of our ongoing initiative to consolidate our documentation with up-to-date use cases, this page is being transitioned. The latest content is available in Collaboration. We recommend that you update your bookmarks accordingly.

Users can access Collaboration only when the collaboration permissions are configured against each user type. Configuration includes enabling permissions to transfer the activities, inventory and image sharing via chat.

Only Administrator or your filed manager can enable collaboration permissions for you.

1. Click Configuration > User Types.

   The User Types page opens.

2. Select the appropriate Collaboration Permissions against each user type:

   Click	To:
   Collaboration	Enable the Collaboration option
   Activity Move via Chat	Share activities
   Inventory Move via Chat	Share and transfer inventory
   File Sharing via Chat	Share images through the chat window
   Initiation of Video Call	Make calls using the default video calling app of the device
   Allow initiation of Zoom meetings	Make calls using your Zoom app
   Allow initiation of chat with all visible resources	Initiate one-on-one or group chats with visible users, even outside Collaboration Groups.

3. Click Save.

   The collaboration permissions are enabled.