Collaborate is a document sharing, project communication and collaboration tool. The user can create multiple sites and add members from inside and outside the organisation to different sites. These sites can be used for document sharing and assigning tasks.
Within each site, it is possible to create ‘child sites’ to help stay organised.
Creating a Child Site
Open Collaborate and click on ‘Sites’.
Click on the site to create a child site in.
On the right-hand side click ‘Create Child Site’.
Upload a Logo if required and enter a Name and Description.
Click save.
Tick ‘Copy members from parent site’ to add all site members to the child site. If this option is not selected, the user can add specific members after the site is created.
Click save.
Managing members of a Child Site
Click on the main site.
Scroll down, and click on the child site.
Upload documents here and create tasks like on a normal site.
Click ‘Manage Members’.
The ‘Site’ on the right-hand side will filter and how the users who have access to the current site.
Click on ‘parent’ on the right-hand side to see all members on the parent site.
Find a user to add to the child site and click on Actions.
Click on Set Site Role.
Select from a list of options:
No Access – does not have access to the child site.
Read-only – has access to download documents to the child site.
Contributor – has access to download and upload documents to the child site.
Administrator – has full access to the child site.
Click save.
This user will now be a member of the child site and can be seen on the ‘site’ filter on the right-hand side.