Manage Collaboration

Nearly everything you do in the community is about collaboration. Content you add is usually visible and searchable by everyone (unless you've expressly indicated that its visibility should be limited to certain people). Other people read your work, you read theirs. You get ideas from someone else's blog, they comment with suggestions on your document.

But you can manage collaboration and access to content. For example, you can say that only certain people are able to edit the document with you. You can also specify that certain people must approve it before it's visible to everyone.

Note: Publishing a document always makes it visible to everyone who can read documents (which is typically everyone in the community). If you want to limit a document's visibility, save it as a draft!

Limit to certain collaborators. When you first create a document, you limit its visibility by setting its collaboration options. When you add people to edit and approve a document, you're giving them special roles in what's called the document's "workflow." In other words, work on the document starts in one place — a draft — and moves through a process — possibly more drafts, review, and approval — until it's ready for publishing.

  1. Click New > Document to create a new document.
  2. Scroll to the bottom of the page and click Collaboration Options.
  3. In the Specific people box, start typing the name of a person you want to be able to see and edit the document. (You can also click the Just you option if you want to be the only person who can see and edit.)
    Collaboration options
  4. If you want certain people to be required to approve the document before it's published and visible to others, enter their name in the box next to Users who must approve for publication.
  5. Under Comment Policy, choose how you want comments to the document handled.
  6. When you're done editing the document, be sure to click Save Draft rather than Publish. (Clicking Publish will make the document visible to everyone!)

After you've saved the document, you can come back later to edit these options by clicking the Manage Collaboration link in the Actions list. The people you added to edit and approve the document will be able to get to this document from the Notifications tab of their their own profile.

Profile approval

The document itself will also let approvers know that it's time to approve.


Approve or reject