Collaborators

One of the main concepts that the Omnigage platform was built upon was the notion of the secure sharing of content and interactions among the members of an organization.  This concept is embodied on Omnigage as the Collaborator, and it is applied to almost every shared resource and object on the platform.  As such, you will see the Collaborators tab presented throughout the Omnigage interface.  But what it is, and what can it do for you?

By default, when a User creates any shared object on the Omnigage platform they become the Admin owner of that object, whether it be a Contact, List, Caller ID, Voice Template or an Engagement.  No other Users within the organization can see or use that content unless a User with Admin permissions on that object grants permission to another User.

Collaborator Permissions

The Collaborator permissions that can be granted to other Users include the following:

• Read allows a User visibility to a content object, but they are unable to modify the object or share it with other Users.  Depending on the object, the connotation of Read will vary.  As an example, a User granted Read access to list of Contacts can see the Contacts on the List, but they cannot view the details for each Contact unless they also have Read (or greater) permission to the Contact in question.  Some objects within Omnigage require that a User have Read permission to the parent objects that compose it in order to see it.  An example of this would be the Conversations between a Contact and a Phone Number; a User must have Read access to both the Phone Number and the Contact to see the conversation between the two.
• Write allows a User all of the access granted by the Read permission, but adds the ability to edit the object.  Depending on the object, the ability make edits may be limited to changing the Name/Label, or may include configuration changes like making the object a default selection, or archiving (deleting) the object.
• Admin allows a User full control of the object, including the permission to grant and remove permissions for other Users.  Note that this includes removing the Admin permission for other Admin-level Users on the object.

When considering how you would like to share content to other Users within your organization, you may use the following questions as a starting point:

• Do I want a User to be able to see and use this content within my organization?  If Yes, then grant the Read (or greater) permission.  If No, do not make the User a Collaborator on the object.
• Do I want a User to be able to edit this content within my organization?  If Yes, then grant the Write (or greater) permission.  If No, then choose either the Read permission or do not make the User a Collaborator on the object.
• Do I want a User to be able to grant permissions to this content to other Users of my organization?  If Yes, then grant the Admin permission.  If No, then choose either the Write or Read permissions, or do not make the user a Collaborator of the object.

Collaborator Permissions Over Time

Another important concept in understanding the Collaborator implementation on Omnigage is that permissions are time aware in their application.  A User has the Collaborator permissions on objects at specific points in time, and those permissions do not apply retroactively, only at the time interval granted and going forward as the permission still is applicable.  The best way to illustrate this is with an example:

• If a User has Read (or greater) permission on a Contact, but does not have any permission on a Phone Number that has been used in a Conversation with that Contact, the User will not see the Conversation.  If the User is subsequently granted Read (or greater) permission on the Phone Number, they will then be able to see the messages of the Conversation, but only those messages going forward in time.  Visibility to historical messages of the Conversation will not be granted.  Further, if the User permission to the Phone Number is rescinded at a later date, the User will retain visibility to any Conversation messages that occurred during the time when they had been granted permission to both the Phone Number and the Contact.