For Administrators only.
Prior to this task:
✔ A Contract Research Organization must be created.
✔ A Collaboration must be created.
*Required.
1️⃣ Signals Synergy Configuration ➡ select
| |
| 2️⃣ Collaboration Settings pane ➡ select Template | |
| 3️⃣ Fields section ➡ select | |
4️⃣ Collaboration section ➡ select
| |
| 5️⃣ Sharing section ➡ select Users/Groups | |
6️⃣ Users/Group tab ➡ select Filter by username/group name... ➡ type username/group name ➡ select
| |
| 7️⃣ Users/Group section ➡ select |
Supporting Knowledge
When sharing, users can decide whether to grant Read, Write, or Full Control access:
- Read – can view but not edit.
- Write – can edit and trash.
- Full Control – any action is available.
A user or group's access can be removed by selecting the [Remove User] next to the
[permission] dropdown.
If a menu is grayed out, then it is unable to be edited.
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