Create Collaboration

To set up a collaboration, start by using a billing PaaS account (your main account) to invite other users or customers (collaboration members). Most collaboration tasks can be managed in the account settings panel.

To access these settings, click the Settings button located in the top-right corner of your dashboard.

In the User Settings section, you’ll find two collaboration sub-sections:

• Shared by Me: This is for the primary account and includes three tabs:
  • Members: Manage the list of collaboration members. Here you can invite new users, suspend or remove current ones, and customize shared environments, groups, and roles.
  • Roles: Configure custom roles by selecting from the available policies.
  • Policies: View and manage the actions that can be assigned to a role.
• Shared with Me: This section contains options for collaboration members.

Follow these steps to set up a collaboration:

• Send collaboration invite (as primary account)
• Accept collaboration invite (as collaboration member)

Send a Collaboration Invite

Go to the Shared by Me section on the primary account where environments are hosted.

Step 1. If you haven’t done so already, create at least one Role:

In the Add Role dialog, provide the following information:

• Name: Enter a desired name for the role.
• Description: Optionally, add a description.
• Policies: Select actions allowed for the role; use search to quickly locate required actions and filter to review only selected ones.
• Receive Load Alerts Notifications: Enable this option if you want collaboration members with this role to receive load alert notifications about shared items.

For more details, refer to the dedicated guide on Roles & Policies.

Step 2. In the Members tab, click the Invite button.

Fill out the Invite Member dialog:

• Email: Enter the email address of the user you want to invite.
• Display Name: Optionally, provide a custom name for the invited user.
• Shared Items: Select the items and categories (environments and groups) you want to share with the member.

Step 3. The invited member will show up in the list as pending acceptance.

Now, you need to wait for the member to accept the invitation. Any changes to the invitation status will be visible in the Members tab, and you’ll also receive an email notification about the member’s decision.

Step 4. If needed, you can select a collaboration member to make necessary adjustments:

• Edit: Modify shared components and permissions at any time.
  • Note: If the collaboration member is logged in during these adjustments, they might need to refresh the dashboard to see the new shared items.
• Copy: Share the same permissions with another user.
• Suspend / Activate: Temporarily stop or restore sharing.
• Remove: Terminate sharing and delete information about shared components and permissions.

Tip: Terminated collaborations are not completely removed for convenience, allowing you to reactivate them if necessary.

Accepting a Collaboration Invite

Wait for the primary account to send you a collaboration invite.

Step 1. Check your email inbox for the invite. It will look like below:

The invite will contain a View Invitation button. If you want to check the invitation, you can click on it.

Step 2. After clicking the View Invitation button in the email, you will be redirected to the platform dashboard. Here, you will see a dialog window with options to accept or reject the invitation.

You can close the dialog or cancel the operation to process it later in the Account Settings under the Shared with Me section.

Step 3. Once you accept the invitation, your dashboard will display the new shared items.

That’s it! The collaboration member now has access to all shared items with the specified permissions.