{"id":45965,"date":"2024-07-08T13:59:46","date_gmt":"2024-07-08T13:59:46","guid":{"rendered":"https:\/\/accuweb.cloud\/resource\/?post_type=faq&#038;p=45965"},"modified":"2026-02-18T10:56:43","modified_gmt":"2026-02-18T10:56:43","slug":"create-collaboration","status":"publish","type":"faq","link":"https:\/\/accuweb.cloud\/resource\/articles\/create-collaboration","title":{"rendered":"Create Collaboration"},"content":{"rendered":"<h2 class=\"ack-h2\">Create Collaboration<\/h2>\n<p>To set up a <a class=\"ack-link-color\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/accuweb.cloud\/resource\/articles\/account-collaboration\/\">collaboration<\/a>, start by using a billing PaaS account (<strong>your main account<\/strong>) to invite other users or customers (<strong>collaboration members<\/strong>). Most collaboration tasks can be managed in the account settings panel.<\/p>\n<p>To access these settings, click the <strong>Settings<\/strong> button located in the top-right corner of your dashboard.<\/p>\n<p><a href=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Settings.png\"><img decoding=\"async\" class=\"aligncenter wp-image-45972 size-full\" title=\"Settings\" src=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Settings.png\" alt=\"Settings\" width=\"564\" height=\"86\" srcset=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Settings.png 564w, https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Settings-300x46.png 300w\" sizes=\"(max-width: 564px) 100vw, 564px\" \/><\/a><\/p>\n<p>In the User Settings section, you&#8217;ll find two collaboration sub-sections:<\/p>\n<ul class=\"ack-ul\">\n<li><strong>Shared by Me:<\/strong> This is for the primary account and includes three tabs:\n<ul class=\"ack-ul\">\n<li><strong>Members:<\/strong> Manage the list of collaboration members. Here you can invite new users, suspend or remove current ones, and customize shared environments, groups, and roles.<\/li>\n<li><strong>Roles:<\/strong> Configure custom roles by selecting from the available policies.<\/li>\n<li><strong>Policies:<\/strong> View and manage the actions that can be assigned to a role.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Shared with Me:<\/strong> This section contains options for collaboration members.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Shared-by-me.png\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-45966 size-full\" title=\"Shared by me\" src=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Shared-by-me.png\" alt=\"Shared by me\" width=\"308\" height=\"294\" srcset=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Shared-by-me.png 308w, https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Shared-by-me-300x286.png 300w\" sizes=\"(max-width: 308px) 100vw, 308px\" \/><\/a><\/p>\n<p>Follow these steps to set up a collaboration:<\/p>\n<ul class=\"ack-ul\">\n<li><a class=\"ack-link-color\" href=\"#send-invite\">Send collaboration invite<\/a> (as primary account)<\/li>\n<li><a class=\"ack-link-color\" href=\"#accept-invite\">Accept collaboration invite<\/a> (as collaboration member)<\/li>\n<\/ul>\n<div class=\"cta-btn-top-space ack-extra-image-space\">\n\t\t<div data-elementor-type=\"section\" data-elementor-id=\"38668\" class=\"elementor elementor-38668\" data-elementor-settings=\"{&quot;ha_cmc_init_switcher&quot;:&quot;no&quot;}\" data-elementor-post-type=\"elementor_library\">\n\t\t\t        <section class=\"elementor-section elementor-top-section elementor-element elementor-element-882321f elementor-section-boxed elementor-section-height-default elementor-section-height-default ct-header-fixed-none ct-row-max-none\" data-id=\"882321f\" data-element_type=\"section\" data-settings=\"{&quot;_ha_eqh_enable&quot;:false}\">\n            \n                        <div class=\"elementor-container elementor-column-gap-default \">\n                    <div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7cc79cc\" data-id=\"7cc79cc\" data-element_type=\"column\">\n        <div class=\"elementor-widget-wrap elementor-element-populated\">\n                    \n        \t\t<div class=\"elementor-element elementor-element-e31b40f elementor-widget elementor-widget-shortcode\" data-id=\"e31b40f\" data-element_type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\"><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t            <\/div>\n        <\/div>\n                    <\/div>\n        <\/section>\n        \t\t<\/div>\n\t\t<\/div>\n<div class=\"article-space\"><\/div>\n<h2 id=\"send-invite\" class=\"ack-h2\">Send a Collaboration Invite<\/h2>\n<p>Go to the <strong>Shared by Me<\/strong> section on the primary account where environments are hosted.<\/p>\n<p><strong>Step 1.<\/strong> If you haven&#8217;t done so already, create at least one Role:<\/p>\n<p>In the <strong>Add Role<\/strong> dialog, provide the following information:<\/p>\n<ul class=\"ack-ul\">\n<li><strong>Name:<\/strong> Enter a desired name for the role.<\/li>\n<li><strong>Description:<\/strong> Optionally, add a description.<\/li>\n<li><strong>Policies:<\/strong> Select actions allowed for the role; use search to quickly locate required actions and filter to review only selected ones.<\/li>\n<li><strong>Receive Load Alerts Notifications:<\/strong> Enable this option if you want collaboration members with this role to receive load alert notifications about shared items.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Add-Role-1.png\"><img decoding=\"async\" class=\"aligncenter wp-image-45975 size-full\" title=\"Add Role\" src=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Add-Role-1.png\" alt=\"Add Role\" width=\"498\" height=\"769\" srcset=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Add-Role-1.png 498w, https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Add-Role-1-194x300.png 194w\" sizes=\"(max-width: 498px) 100vw, 498px\" \/><\/a><\/p>\n<p>For more details, refer to the dedicated guide on <a class=\"ack-link-color\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/accuweb.cloud\/resource\/articles\/collaboration-roles-policies\">Roles &amp; Policies<\/a>.<\/p>\n<p><strong>Step 2.<\/strong> In the <strong>Members<\/strong> tab, click the <strong>Invite<\/strong> button.<\/p>\n<p>Fill out the <strong>Invite Member<\/strong> dialog:<\/p>\n<ul class=\"ack-ul\">\n<li><strong>Email:<\/strong> Enter the email address of the user you want to invite.<\/li>\n<li><strong>Display Name:<\/strong> Optionally, provide a custom name for the invited user.<\/li>\n<li><strong>Shared Items:<\/strong> Select the items and categories (environments and groups) you want to share with the member.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Invite-Member.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-45973 size-full\" title=\"Invite Member\" src=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Invite-Member.png\" alt=\"Invite Member\" width=\"662\" height=\"770\" srcset=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Invite-Member.png 662w, https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Invite-Member-258x300.png 258w\" sizes=\"(max-width: 662px) 100vw, 662px\" \/><\/a><\/p>\n<div class=\"ack-formula\">\n<strong>Tips:<\/strong><\/p>\n<ul class=\"ack-ul\">\n<li>Assign multiple roles to a component by holding <strong>Ctrl<\/strong> to select multiple options and <strong>Alt<\/strong> to replace all selected roles.<\/li>\n<li>Provide different roles for each (sub-)component.<\/li>\n<li>Hover over a role in the list to see a hint with all included policies.<\/li>\n<li>If needed, you can <strong>Create a New Role<\/strong> without closing the invite form.<\/li>\n<li>By hovering over the group and selecting the gear icon to <strong>Add, Edit, or Remove<\/strong> options, you may directly manage the <a class=\"ack-link-color\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/accuweb.cloud\/resource\/articles\/environment-group-overview\">environment group<\/a> structure in the invite form.s.<\/li>\n<li>To allow the creation of environments at the account root (without any group), share the entire Environments category with a role that grants the appropriate permission.<\/li>\n<li>To <a class=\"ack-link-color\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/accuweb.cloud\/resource\/articles\/how-to-share-the-environment\/\">share a single environment<\/a>, do so from the appropriate environment settings.<\/li>\n<\/ul>\n<\/div>\n<div class=\"article-space\"><\/div>\n<p><strong>Step 3.<\/strong> The invited member will show up in the list as <strong>pending acceptance<\/strong>.<\/p>\n<p><a href=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Pending-Acceptance.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ack-article-image aligncenter wp-image-45970 size-full\" title=\"Pending Acceptance\" src=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Pending-Acceptance.png\" alt=\"Pending Acceptance\" width=\"990\" height=\"268\" srcset=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Pending-Acceptance.png 990w, https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Pending-Acceptance-300x81.png 300w, https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Pending-Acceptance-768x208.png 768w\" sizes=\"(max-width: 990px) 100vw, 990px\" \/><\/a><\/p>\n<p>Now, you need to wait for the member to <a class=\"ack-link-color\" target=\"_blank\" rel=\"noopener\" href=\"#accept-invite\">accept the invitation<\/a>. Any changes to the invitation status will be visible in the <strong>Members<\/strong> tab, and you&#8217;ll also receive an email notification about the member&#8217;s decision.<\/p>\n<p><strong>Step 4.<\/strong> If needed, you can select a collaboration member to make necessary adjustments:<\/p>\n<ul class=\"ack-ul\">\n<li><strong>Edit:<\/strong> Modify shared components and permissions at any time.\n<ul class=\"ack-ul\">\n<li style=\"list-style:none;\">\n<div class=\"ack-formula\"><strong>Note:<\/strong> If the collaboration member is logged in during these adjustments, they might need to refresh the dashboard to see the new shared items.<\/div>\n<\/li>\n<\/ul>\n<\/li>\n<div class=\"article-space\"><\/div>\n<li><strong>Copy:<\/strong> Share the same permissions with another user.<\/li>\n<li><strong>Suspend \/ Activate:<\/strong> Temporarily stop or restore sharing.<\/li>\n<li><strong>Remove:<\/strong> Terminate sharing and delete information about shared components and permissions.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Necessary-Adjustments.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ack-article-image aligncenter wp-image-45967 size-full\" title=\"Necessary Adjustments\" src=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Necessary-Adjustments.png\" alt=\"Necessary Adjustments\" width=\"978\" height=\"272\" srcset=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Necessary-Adjustments.png 978w, https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Necessary-Adjustments-300x83.png 300w, https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Necessary-Adjustments-768x214.png 768w\" sizes=\"(max-width: 978px) 100vw, 978px\" \/><\/a><\/p>\n<p><strong>Tip:<\/strong> Terminated collaborations are not completely removed for convenience, allowing you to reactivate them if necessary.<\/p>\n<p><a href=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Reactivate.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ack-article-image aligncenter wp-image-45977 size-full\" title=\"Reactivate\" src=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Reactivate.png\" alt=\"Reactivate\" width=\"992\" height=\"266\" srcset=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Reactivate.png 992w, https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Reactivate-300x80.png 300w, https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Reactivate-768x206.png 768w\" sizes=\"(max-width: 992px) 100vw, 992px\" \/><\/a><\/p>\n<div class=\"cta-btn-top-space ack-extra-image-space\">\n\t\t<div data-elementor-type=\"section\" data-elementor-id=\"38668\" class=\"elementor elementor-38668\" data-elementor-settings=\"{&quot;ha_cmc_init_switcher&quot;:&quot;no&quot;}\" data-elementor-post-type=\"elementor_library\">\n\t\t\t        <section class=\"elementor-section elementor-top-section elementor-element elementor-element-882321f elementor-section-boxed elementor-section-height-default elementor-section-height-default ct-header-fixed-none ct-row-max-none\" data-id=\"882321f\" data-element_type=\"section\" data-settings=\"{&quot;_ha_eqh_enable&quot;:false}\">\n            \n                        <div class=\"elementor-container elementor-column-gap-default \">\n                    <div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7cc79cc\" data-id=\"7cc79cc\" data-element_type=\"column\">\n        <div class=\"elementor-widget-wrap elementor-element-populated\">\n                    \n        \t\t<div class=\"elementor-element elementor-element-e31b40f elementor-widget elementor-widget-shortcode\" data-id=\"e31b40f\" data-element_type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\"><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t            <\/div>\n        <\/div>\n                    <\/div>\n        <\/section>\n        \t\t<\/div>\n\t\t<\/div>\n<div class=\"article-space\"><\/div>\n<h2 id=\"accept-invite\" class=\"ack-h2\">Accepting a Collaboration Invite<\/h2>\n<p>Wait for the primary account to <a class=\"ack-link-color\" target=\"_blank\" rel=\"noopener\" href=\"#send-invite\">send you a collaboration invite<\/a>.<\/p>\n<p><strong>Step 1.<\/strong> Check your email inbox for the invite. It will look like below:<\/p>\n<p><a href=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Invitation.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-45976 size-full\" title=\"Invitation\" src=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Invitation.png\" alt=\"Invitation\" width=\"512\" height=\"492\" srcset=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Invitation.png 512w, https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Invitation-300x288.png 300w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><\/a><\/p>\n<p>The invite will contain a <strong>View Invitation<\/strong> button. If you want to check the invitation, you can click on it.<\/p>\n<div class=\"ack-formula\">\n<strong>Note:<\/strong> If you are not registered on the platform, an account will be automatically created for the current email address.<\/div>\n<div class=\"article-space\"><\/div>\n<p><strong>Step 2.<\/strong> 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.<\/p>\n<p><a href=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Join-Collaboration.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-45968 size-full\" title=\"Join Collaboration\" src=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Join-Collaboration.png\" alt=\"Join Collaboration\" width=\"442\" height=\"116\" srcset=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Join-Collaboration.png 442w, https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Join-Collaboration-300x79.png 300w\" sizes=\"(max-width: 442px) 100vw, 442px\" \/><\/a><\/p>\n<p>You can close the dialog or cancel the operation to process it later in the <strong>Account Settings<\/strong> under the <strong>Shared with Me<\/strong> section.<\/p>\n<p><a href=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Accept-Invetation.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ack-article-image aligncenter wp-image-45971 size-full\" title=\"Accept Invitation\" src=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Accept-Invetation.png\" alt=\"Accept Invitation\" width=\"801\" height=\"162\" srcset=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Accept-Invetation.png 801w, https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Accept-Invetation-300x61.png 300w, https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Accept-Invetation-768x155.png 768w\" sizes=\"(max-width: 801px) 100vw, 801px\" \/><\/a><\/p>\n<p><strong>Step 3.<\/strong> Once you accept the invitation, your dashboard will display the new shared items.<\/p>\n<p><a href=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/New-Shared-Items.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-45969 size-full\" title=\"New Shared Items\" src=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/New-Shared-Items.png\" alt=\"New Shared Items\" width=\"241\" height=\"110\" \/><\/a><\/p>\n<p>That&#8217;s it! The collaboration member now has access to all shared items with the specified permissions.<\/p>\n<p><a href=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Access-with-Specified-Permissions.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ack-article-image aligncenter size-full wp-image-45974\" src=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Access-with-Specified-Permissions.png\" alt=\"Access with Specified Permissions\" width=\"701\" height=\"200\" srcset=\"https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Access-with-Specified-Permissions.png 701w, https:\/\/accuweb.cloud\/resource\/wp-content\/uploads\/2024\/07\/Access-with-Specified-Permissions-300x86.png 300w\" sizes=\"(max-width: 701px) 100vw, 701px\" \/><\/a><\/p>\n<div class=\"cta-btn-top-space ack-extra-image-space\">\n\t\t<div data-elementor-type=\"section\" data-elementor-id=\"38668\" class=\"elementor elementor-38668\" data-elementor-settings=\"{&quot;ha_cmc_init_switcher&quot;:&quot;no&quot;}\" data-elementor-post-type=\"elementor_library\">\n\t\t\t        <section class=\"elementor-section elementor-top-section elementor-element elementor-element-882321f elementor-section-boxed elementor-section-height-default elementor-section-height-default ct-header-fixed-none ct-row-max-none\" data-id=\"882321f\" data-element_type=\"section\" data-settings=\"{&quot;_ha_eqh_enable&quot;:false}\">\n            \n                        <div class=\"elementor-container elementor-column-gap-default \">\n                    <div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7cc79cc\" data-id=\"7cc79cc\" data-element_type=\"column\">\n        <div class=\"elementor-widget-wrap elementor-element-populated\">\n                    \n        \t\t<div class=\"elementor-element elementor-element-e31b40f elementor-widget elementor-widget-shortcode\" data-id=\"e31b40f\" data-element_type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\"><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t            <\/div>\n        <\/div>\n                    <\/div>\n        <\/section>\n        \t\t<\/div>\n\t\t<\/div>\n<div class=\"cta-btn-mob-space\"><\/div>\n","protected":false},"author":1,"featured_media":52879,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","class_list":["post-45965","faq","type-faq","status-publish","has-post-thumbnail","hentry","faq_topics-account-pricing","faq_topics-accounts-collaboration","faq_topics-create-collaboration","faq_topics-kb","faq_topics-product-documentation"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v20.10 (Yoast SEO v24.5) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Access with Specified Permissions<\/title>\n<meta name=\"description\" content=\"Learn how to effectively invite and manage users in collaborative accounts. 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