Collaboration

Version

Application Scenario

• You hope to view the whole creation process of a dashboard (published by other users).

• You hope that other users can edit the dashboard collaboratively when you create a dashboard.

Function Description

The FineBI-supported collaboration function allows you to collaborate with other design users on folders/analysis subjects.

• Users with whom you collaborate can view or use the content of related analysis subjects.

• By using this function, you can edit analysis subjects with other users collaboratively.

Notes

• Resources (that support collaboration) include analysis subjects and folders.

• Designers can use the collaboration function.

• Users (who are not the creators of analysis subjects/these subjects' parent resources) cannot collaborate with others on analysis subjects. They can only view the collaboration situation of these analysis subjects, as shown in the following figure.

The admin needs to assign the use permission of the resource collaboration function to users who have created folders or analysis subjects. That is, with this permission, users can determine whom to collaborate with, as shown in the following figure.

Note:

1. If the admin does not enable Resource Collaboration Control, any designer can collaborate with other designers on resources. If the admin enables Resource Collaboration Control, whom designers can collaborate with on resources is subject to the permissions set by the admin.

2. If users have collaborated with other users on analysis subjects (with Resource Collaboration Control disabled), the collaboration will be cleared and invalid when the admin enables Resource Collaboration Control. Users need to re-collaborate with other users.

3. If users have collaborated with other users on analysis subjects (with Resource Collaboration Control and Hierarchical Authorization disabled), the collaboration will be cleared and invalid when the admin enables Hierarchical Authorization. Users need to re-collaborate with other users.

The following figure shows how to set the users you want to collaborate with on resources.

Collaborating on Folders

1. Go to the analysis list under My Analysis as the designer Alice, select the needed folder, click the  icon, and select Collaborate from the drop-down list, as shown in the following figure.

2. Click Add Collaborator and assign the use permission of the analysis subject to allen and the use and edit permissions to alvin, as shown in the following figure.

Note:

You can collaborate with allen and alvin (designers) on resources. For details, see section "Assigning Permissions as the Admin."

3. Log in to the system as alvin. The message shown in the following figure pops up. Choose My Analysis > Collaborated With Me to view the shared folder. Additionally, you (as alvin) can click Edit in the upper right corner to edit the analysis subject, as shown in the following figure.

4. Log in to the system as allen and choose My Analysis > Collaborated With Me to view the shared folder. However, you (as allen) can only view the analysis subject in the folder, rather than edit it, as shown in the following figure.

Collaborating on Analysis Subjects

1. Go to the analysis list under My Analysis as the designer Alice, select the needed folder, click the  icon, and select Collaborate from the drop-down list, as shown in the following figure.

Alice can also collaborate with other users on the analysis subject when editing the subject, as shown in the following figure.

2. Click Add Collaborator and assign the use and edit permissions of the analysis subject to bruce, as shown in the following figure.

Note:

 Alice can collaborate with bruce (designer) on resources. For details, see section "Assigning Permissions as the Admin."

At the same time, you can view the list of users in collaboration, as shown in the following figure.

3. Log in to the system as bruce. The message shown in the following figure pops up. Choose My Analysis > Collaborated With Me to view the shared folder. Additionally, you (as bruce) can click Edit in the upper right corner to edit the analysis subject, as shown in the following figure.

Quitting Collaboration

If users with whom you collaborate do not want to edit/use the analysis subject with the creator, they can click Quit Collaboration to quit the collaboration, as shown in the following figure.

If you collaborate with multiple users on the same resource and assign the edit permission to these users, a prompt will occur on the edit page when user B tries to edit the resource which is being edited by user A. In this case, user B will be redirected to the preview page of this subject, as shown in the following figure.