Collaboration Configuration - Optional
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Collaboration Configuration - Optional

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Article summary

Complete this task if you plan to use the Collaboration feature.

With Collaboration, (Socialcast's integration into Planful) you will be able to communicate and collaborate on a particular artifact (Scenarios, Reports). User communications are enabled at a granular level.

To configure collaboration details:

  1. Navigate to Maintenance >Admin > Configuration Tasks. The Configuration Task List page is displayed.

  2. Click Collaboration Configuration. This opens the Collaboration Configuration page.

  3. Click Enable Configuration. This fields below are enabled.

    Service Provider

    Select the name of the community link provided from the drop down list.

    URL

    Provide the community URL.

    User Name

    Provide an administrator user name that you created in Socialcast. Ideally, use the same account that you created.

  4. Click Authorize. You must authorize Socialcast to access your Planful account by proving user ID and password since this requires OAuth authentication

  5. Click Save.

For detailed information on everything related to configuring, setting up and using Collaboration, click here.


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