How do I use Collaboration (Chat)?

How do I use Collaboration (Chat)?

Feature: 
This functionality allows Partners to have interactive discussions or get answers to questions/doubts from their assigned Channel Manager or Group while working on an Opportunity or within a Playbook. In the same way, the Channel Managers can interact LIVE with other Users creating collaboration possibilities.

Who will be using this?

This feature will be used by Channel Partners and Managers to have LIVE responses and collaboration. 
Partner users - Users of an organization
Partner Manager/Admin - Admin user of an organization
Corporate Admin - Admin of the main company
Channel Manager - Manager of the main company of the install that manages the particular organization

Benefits:

This feature will help bring Partners and Managers to a common understandng and decrease the communication gap.
How it will work:
1. Once you are on the Collaboration page, there will be several predefined topic Categories (mentioned below).
  1. General Topic (Any general query/topic) 
  2. Opportunity (related to specific opportunity type & resp. opportunity)
  3. Account (related to specific Account)
  4. Solutions (related to specific solution records)

Private Topic and Community Topic

  1. Any topics that are created as Private will be added to Private Topic
  2. Community Topic - The general topics created as public will be in the Community Topic


When the user selects the Category, the title of the button will be changed along with the CTA. For example: if the category is selected as opportunity, it will open the opportunity modal to create a topic.

2. The General Collaboration view will open up when a user clicks on the “Collaborate on General Topic” button on the index page. The Modal view will have the following fields

  1. Select Visibility Preference - A user can either opt to post a Private or Public Topic

  2. Collaborate with:
    - Collaborate with Alliances - Will display all partner organizations to which the user has access to
    - Collaborate with Channel Manager - Will display channel managers managing the organization

  3. Topic Title (This is a mandatory field)

  4. Select Topic Category

  5. Topic Description

  6. Attach Documents - Clicking on the attach document option will open the Mindmatrix document upload window and the user can select the existing document or upload a new one

  7. Cancel and Submit Button - A user can either decide to Cancel and close the Collaboration view page Or click on Submit to create a new topic



3. After you create a post/topic for discussion, this page will appear:


  1. Clicking on the back button will take the user to the Index page

  2. Collaboration > General Topic - Collaboration is the index page and General Topic is the current page

  3. Previous Topic & Next Topic - A user can go to the next topic from the screen
    The previous Topic will be disabled since this is the latest Topic

  4. Post Title 

  5. Edit Topic - On click on Edit Topic, will open a modal window for a user to edit the topic

  6. User Profile picture, User First Name and Last Name - Date Posted

  7. Topic Description

  8. Attachment and Attachment count

  9. Clicking on the attachment - will display the attached files

  10. Attachment will be only visible if a user has uploaded the document

  11. Comments - Each post/topic will have comment feeds. A logged user can comment on the topic

  12. Collaborated with Alliances - Will display alliances (organization) selected with an option to remove it

  13. Collaborated with Channel Manager - will display CAMs assigned to this topic

4. Comment Thread UI
A comment thread will include, a user profile picture, first and last name, post date and comments.

Collaboration on Account

  • A user can choose to Collaborate on Account

  • Collaboration on Account is always private

  • When a user chooses to collaborate on Account, the user also shares that account details with the assigned user

  • The Account Collaboration page will display the list of Topics created by self or assigned to the logged-in user

  • The Grid will show the following: Account Name, City State County, Vertical, Opp, Replies, Views, Last Activity



5. How to Collaborate on Account
  1. Click on Account and then "Collaborate on Account" button
  2. The Collaborate on Account Overview modal will have the following:

  3. Header text as Collaborate on Account

  4. Visibility will be pre-set as Private

  5. Ability to select an “Account”. All accounts owned by the user or shared with the user will be displayed in the dropdown

  6. Once the user selects the Account - Score, Vertical and Opportunities associated with the Account will be visible

  7. Collaborate with/Topic Details and attachment will remain the same throughout

  8. An account sharing note will be displayed at the bottom of the Modal



Visibility of Private/Community Topic

  • A Partner user, can only view a Private Topic that are created by self or assigned to him/her

  • A Partner Admin user of that organisation can see Private Topic of everyone within that organization

  • A Coroparte Admin user can view and delete any private topics create wiithin the main company

  • A Channel Manager can view private topics created by self or assigned to him



Channel Manager

  1. A channel manager can view private topics created by self
  2. Any private topic assigned to him/her
  3. Any communication related to Opportunity/Account - shared to channel managers

Corporate Admin

  • A corporate admin will see all all private and community topic created within that company

  • A corporate admin can also delete any topic created within that company

  • They can also edit the topic created by themself

Partner Admin

  • This is a user assigned as a partner admin on the organization level

  • A partner admin can view all topics created within that organization - private or public

  • A partner admin cannot delete the topic 

  • They can edit the topics created by themself

Partner User

  • A partner user can only view Private topics assigned to them, or created by self

  • All community topic

  • They can edit and delete the topics created by themself


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