170 views | Last updated on Feb 14, 2017 collaboration
We will outline the steps to fully combine two separate subscriptions for a collaborative service. BOTH account admins will wind up with full admin permissions in each account. It is also possible to join two accounts and provide only one admin with full control of the other OR to do less complete account integrations. Please contact us if you'd like to build a collaboration that is not yet outlined explicitly in our documentation so that we can assist.
In this example, we will effectively merge Blue Library with Red Library.
Step 1: Link the accounts by giving each admin permissions in the other account
Part A: Give the other admin permissions in your own account.
Part B: Have the other admin give you permissions in their account.
With both sides done, both admins can fully manage both accounts, and staff can be flexibly assigned to each others' queues. But we still need to do a bit more work to make things nice for the users.
Step 2: Give all users permissions to transfer across accounts and access profiles
Now that both sides have full admin permissions to both accounts, either admin can set up all of the users.
Part A: Give your own users read access to one or more folders in the other account. They'll need read access to all folders that contain any user or queue that they should be able to transfer to or access profiles on. Often, this simply means that they need read access to the one main folder.
Part B: Give the other account's users read access to one or more folders in your own account.
Screenshot showing granting users of the other account (red/Everyone group) read-only access to the main folder in your own account.
Step 3: Buddy all users with each other
Now that everyone has the ability to transfer chats across both account's users and queues, it would be very nice to have them all buddied with each other so that they'll all show up on each others' contacts list in their chat client. Either admin can take care of this for all users.
Please read our detailed guide about the Manage Contacts tool in order to complete this step. Note that you can use Groups to keep the buddy lists organized; for example, all of Blue Library's users can be in a Blue Library buddy group and all of Red Library's users can be in a Red Library buddy group.
Phew, you're done! But there's still more you can do if you'd like. With your neat merged accounts, you can also think about creating a shared conference room for all of the users, and/or creating shared canned messages.