Create and manage collaborations

Establishing a SureDesign collaboration is an easy way to share specific designs with SureDesign users who are not part of your workgroup. When you set up a collaboration, SureDesign creates a folder for the collaboration that is accessible to you and the other collaboration members. Custom designs that are part of a collaboration are stored in the collaboration folder and are listed in the Collaborations table of the Find Designs screen.

Use the Collaborations dialog box to create and manage collaborations in SureDesign.

To open the Collaborations dialog box: Click Find Designs and select the desired application. Then click the Collaborations tab above the designs table. On the left side of the screen, next to the Collaborations check box, click Manage > Collaborations.

The instructions provided in this help topic explain how to:

Create a new collaboration

Add new members to an existing collaboration

Change a collaboration member's role

Remove members from a collaboration

Delete a collaboration

Create a new collaboration

When you create a new collaboration, SureDesign assigns you the role of collaboration administer. You can create multiple collaborations, and invite different collaborators to join each one.

Agilent SureDesign e-mails the invitation notice to the collaborator and adds a message to the Home screen of the collaborator's SureDesign account. The collaborator can then log in to SureDesign and accept the invitation from the Home screen.

To create a new collaboration.

Open the Collaborations dialog box.
Near the bottom left corner of the dialog box, click Add.
Complete the Name and Description fields under Collaboration:

Name - Type a name for the new collaboration. Use only alphanumeric characters (a-z, A-Z, and 0-9), spaces, periods, dashes, and underscores.
Description - (Optional) Type a description of the collaboration. The description can be up to 2000 characters. Use only alphanumeric characters (a-z, A-Z, and 0-9) and the following special characters: _, -, $, #, @.
Just below the Description field, click Save.

A confirmation dialog box opens confirming that the collaboration has been created. Click Close in this dialog box.

The new collaboration appears in the list on the left side of the Collaborations dialog box with a marked check box next to its name.

Your e-mail address appears in the table on the right side of the Collaborations dialog box with the role of Administrator.

If the program detects any errors in the information you provided in step 3, you will see an alert symbol next to the field when you click Create. Move your cursor over the symbol to see an explanation of the error.
Complete the fields under Invite to send invitations to others to join the collaboration:

Email Address - Type the e-mail address of a collaborator you want to invite to join the collaboration. If the collaborator already has a SureDesign account, make sure you use the e-mail address associated with that account.
Messages - (Optional) Type a note to be included in the e-mail invitation.
Click Invite.

Agilent SureDesign sends an invitation to join the collaboration to the collaborator's e-mail address.

The collaborator's e-mail address is added to the Members table in the Collaborations dialog box with a role of INVITED. The role updates to Member after the collaborator accepts.
Repeat steps 5-6 for any additional collaborators you want to invite.
Under Members, click Save to save the collaboration.

After the invited collaborators accept their invitations, they become active members of the collaboration, with read/write access to the collaboration folder.

Add new members to an existing collaboration

For collaborations that you administer, you can add new members by inviting them to join the collaboration.

To add new members to a collaboration:

Open the Collaborations dialog box.
Under Please select a collaboration, mark the check box next to the collaboration that you want to invite others to join. You can sort the list of collaborations by Name or Creation Date using the Sort By drop-down list.

The information on the selected collaboration populates the fields on the right side of the dialog box. (Make sure that you are listed as an administrator in the Members table. Only the collaboration administrators can add new members.)
Complete the fields under Invite to send an invitation to a collaborator:

Email Address - Type the e-mail address of a collaborator you want to invite to join the collaboration. If the collaborator already has a SureDesign account, make sure you use the e-mail address associated with that account.
Messages - (Optional) Type a note to be included in the e-mail invitation.
Click Invite.

Agilent SureDesign sends an invitation to join the collaboration to the collaborator's e-mail address.

The collaborator's e-mail address is added to the Members table in the Collaborations dialog box with a role of INVITED. The role updates to Member after the collaborator accepts.
Repeat steps 3-4 for any additional collaborators that you want to add.

Once the invited collaborators accept their invitations, they become active members of the collaboration, with read/write access to the collaboration folder.

Change a collaboration member's role

For collaborations that you administer, you can change the role assigned to members of the collaboration. The roles available for a collaboration member are Member and Administrator.

· Administrator privileges - access the content in the collaboration folder; invite new people to join the collaboration; remove members from the collaboration; change the role assignments of members

· Members privileges - access the content in the collaboration folder

To change a member's role:

Open the Collaborations dialog box.
Under Please select a collaboration, mark the check box next to the desired collaboration.

The information on the selected collaboration populates the fields on the right side of the dialog box. (Make sure that you are listed as an administrator. Only the collaboration administrators can change member roles.)
In the Members table is a list of the current collaboration members. In the Role column for the desired member, expand the drop-down list and select a role for the user.
Under Members, click Save to save the changes to the collaboration.

Remove members from a collaboration

For collaborations that you administer, you can remove members from the collaboration, which denies them access to the content in the collaboration folder.

To remove members from a collaboration:

Open the Collaborations dialog box.
Under Please select a collaboration, mark the check box next to the desired collaboration.

The information on the selected collaboration populates the fields on the right side of the dialog box. (Make sure that you are listed as an administrator. Only the collaboration administrators can remove members.)
In the Members table is a list of the current collaboration members. In the drop-down list in the Actions column, click Remove User for each member you want to remove. (You must leave at least one administrator.)

Those collaboration members receive an e-mail from Agilent SureDesign notifying them that they are no longer members in the collaboration and do not have access to the content in the collaboration folder.

Delete a collaboration

You can delete collaborations for which you are a designated administrator. When you delete a collaboration, the designs and probegroups saved to the collaboration folder are moved to your workgroup folder.

To delete a collaboration:

Open the Collaborations dialog box.
Under Please select a collaboration, mark the check box next to the collaboration that you want to delete.

The information on the selected collaboration populates the fields on the right side of the dialog box. (Make sure that you are listed as an administrator. Only the collaboration administrators can delete the collaboration.)
Near the bottom left corner of the dialog box, click Delete.

A confirmation dialog box opens confirming that the collaboration has been deleted.