Creating Collaborative Spaces

From the list of collaborative spaces for the host company, you can create a new collaborative space.

The system stores persons, collaborative spaces, and organizations in the same location. Names must be unique in that location. As such, you cannot use the same name for different types of these objects. For example, you cannot use an existing organization name as a collaborative space name.

Before you begin:
  1. From the compass, select Collaborative Spaces Control Center.
  2. Click the Collaborative Spaces Control Center widget.
  3. Click Manage Collaborative Spaces.
  4. If you have access to multiple platforms, select the needed platform from the widget preferences.

If you added this widget to a dashboard, open that dashboard.

  1. Click New Collaborative Space.
  2. Enter these details.

    Field Description
    Main Owner Type the name of the person, and select it from the list.
    Title Enter a title for the collaborative space. You cannot enter more than 32 characters. This text is what user's see when selecting collaborative spaces.

    You cannot use any of these characters in the title: 

    < > / \ : * | ? " @ # $ % , . [ ]

    Note: You cannot use Document Control as the title because that is an internally-used name.
    Description Enter a description of the intended purpose of the collaborative space.

    You cannot enter more than 255 characters.

    Visibility Select an option:

    Field Description
    Private - content visible to members only Content is not visible to users logged onto any other collaborative space. Content is only accessible to members of that collaborative space.
    Protected - Content with maturity 'Released' or 'Obsolete' visible to all users Content in the Released or Obsolete state is visible to users logged into this or any other collaborative space.

    Access to content in the Private, In Work, or Frozen states is protected.

    Public - Content visible to all users Content is visible to users logged into this or any other collaborative space, unless the content is in the Private maturity state.

    Content can be freely accessed and connected to from any other collaborative space. Public content remains public, ensuring stability and consistency of public content across different collaborative spaces.

    Family Select Design or Standard. Content created in a standard collaborative space is considered standard content, and content created in a design collaborative space is considered design content. A standard structure can only contain standard content, but design structures can contain standard content.

  3. Click Create.