Request a Collaboration

Collaborations Defines how resources and status types are shared from an owner region to a target region. define how resources and status types Custom fields that track information about resources. This is region-specific and are unique fields. are shared from an owner region to a target region. A region can have multiple collaborations, so one owner region can share to multiple target regions.

You cannot create a collaboration on your own. Instead, you must submit a request to your Client Success Manager (CSM). In this request, include the following information for each collaboration you want to create.

• Owner Region: The region from which the resources and status types will be shared

• Target Region: The region to which the resources and status types will be shared

• Resources and Status Types: The resources and status types you want to share. Specify which of these should be updatable in the target region. Specify if you want to transfer ownership of any resources from the owner region to the target region.

After the collaboration is created, people with the appropriate permissions can configure the shared resources and status types in the target region. You can assign users and status types to shared resources, and you can add shared status types to roles Assigned to determine which features and functions are available to users., resource types Categories used to divide and distinguish resources., and resource views.

People with the appropriate permissions in the owner region can edit the collaboration to configure shared resources and status types or deactivate the collaboration.