How do I create a collaborative space?

How do I create a collaborative space?

Collaborative spaces make it easy to share information and communicate with your team while ensuring data confidentiality. They allow you to share details related to a client record without granting access to the entire record.

How to Create a Collaborative Space:

Option 1: From an Existing Client Record

  1. Open the relevant client record.
  2. Click the action menu (three dots) on the left side.
  3. Select Create a Collaborative Space.
  4. You’ll be redirected to the newly created collaborative space.

InfoYou can always access this space in the Collaborative Spaces tab in the left menu.

Option 2: From the Collaborative Spaces Tab

  1. Go to the Collaborative Spaces tab in the main menu.
  2. Click Add a Collaborative Space to create a new one.


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