In your CollabPro MyConfigura page, you can manage your roles, users, and more.

Manage Projects

This page shows your current tier, then number of users currently allowed, and the storage limit of your MyConfigura account's cloud storage along with current usage.  You can use the filter to quickly find a specific Project.

Clicking on a Project will show its Files, Version history, Activity Log, Requests, and Active users.

• File and File Types
  You can view all files divided into file types by using the file type tabs below Project files.  Files will be listed with the last upload date and time, assignee (which users currently has that file in an edit state in their File Manager), any References (dependencies), Version, and File Size.  Clicking the elipse next to any file will give an option to Release or Delete the file.  Files may only be deleted if they have already been released. 

  

  Please note that clicking on Release for a file could result in a loss of work if edits were not saved prior to forcing the release.  If a file is manually released in the way, the user will get a banner notice within CET and their backup file will be shown in the File Manager.

  
   

• Version history
  This is a list of Saves and Uploads, along with any Comments that were added while saving.
   
• Activity log
  Any significant action logged to a Project, including every time a file is created, updated, or deleted. 
   

• Requests
  A list of users requesting to access the Project.

   

• Active users
  A list of current users along with the time they were last active.  There is also a Close project button.

Closing a project this way will result in the following error message for any current users:

Manage Roles

Roles

Roles are groups of performable actions you can define and assign to another user. You can access this by clicking on Manage Roles.

Click on Create Role to enable certain performable actions this role can execute.  Name the role in the top bar, then select down arrow next to Collaboration Pro to expand the list of actions. Each action can be further explained by clicking on the blue information button beside each action.  You may add a user with this new role directly by adding their email address and clicking Add.  When creating a new role, you can enable Auto Assign.  When this is selected, the role is automatically assigned to newly invited users and newly created projects and an “Enabled” label will appear on the Permissions page.

Users

Under Manage Roles, the User tab lists all users you have invited by the Invite users button.
Here you can search each user up, edit their roles, or remove the user from your list.

Clicking on the ellipse to the right of a user name will show the options to Edit or Remove:

Clicking on Invite users will show:

Invited users will automatically be assigned to available seats and receive an email invitation to access the project.  They should receive an email invitation to the project and after accepting the invitation they will be redirected to the CollabPro page created by the admin.

In addition, there will be an error displayed if the number of invited users exceeds the available seats.

Please note that users with the appropriate permission can delete projects directly from the project list.