# Collaboration Site

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This feature is no longer supported through the Marketplace Platform.
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Collaboration Site allows you to share large files, for example, your project files and deliverables for a managed service engagement. Access to the Collaboration Site is based on permissions, and only authorized users can access the site.&#x20;

After your account has been set up, only top-level administrators are granted access to the Collaboration Site. If you cannot view this module, contact your administrator or your SoftwareOne Account Manager.

### Granting access to the Collaboration Site&#x20;

To grant access through the Collaboration Site:

1. From the main menu, navigate to **Other tools** > **Collaboration Site**.&#x20;
2. In the **Actions** column, select the ellipsis ( ••• ) and choose **Manage permissions**.
3. On the Manage Permissions page, make changes as necessary. You can update permissions, assign multiple users to a workspace, and delete a user to remove their access rights.
4. Click **Save**.

### Granting access to the **Transactions** workspace <a href="#storefront-documents" id="storefront-documents"></a>

The **Transactions** workspace within the Collaboration Site contains files attached to the orders placed through the Client Portal. Only those users who have access to the folder can view and download files.

To enable access to the Transactions workspace:

1. Navigate to **Setup** > **User Management**.&#x20;
2. On the User Management page, locate the user that requires access to the **Transactions** workspace, and select **View** in the **Actions** column. The user details page is displayed.&#x20;
3. Under **Feature Permissions**, navigate to **Collaboration Site** and enable **View Storefront Documents.**
4. Save your changes.

### Downloading files and folders <a href="#downloading-files-and-folders" id="downloading-files-and-folders"></a>

Authorized users can easily download a folder and its contents from the Collaboration Site.&#x20;

To download a file or folder:

1. Navigate to the **Collaboration Site**. The workspaces that you are authorized to access are displayed.&#x20;
2. Choose your workspace and do the following:
   * To download the entire folder, select the ellipsis ( ••• ) and choose **Download**. You can also select the **Sharing** menu in the breadcrumb and select **Download** to download your current open folder directory.
   * To download a file, open the folder, locate the file, and select **Download**.&#x20;

Your download will begin. Note that it might take some time for the large files to download completely.

### Creating new folders

Authorized users can create new folders within the Collaboration Site.

To create a new folder:

1. Select **Add New Folder** and provide a unique name for your folder.
2. Select **Create**. The new folder is created and displayed as a child folder within the main folder.&#x20;

### Managing files and folders <a href="#uploading-files" id="uploading-files"></a>

### Adding new files <a href="#uploading-files" id="uploading-files"></a>

You can upload a single or multiple files to a new folder.&#x20;

Before uploading a file, ensure that the file names are unique. If a file with the same name already exists, you can overwrite the file by selecting the **Overwrite existing files** checkbox. Note that you can upload files up to 50 MB in size. There's no limit to the number of files in a single folder.

To upload a file, select the **Upload file** option. Then, choose the file that you want to upload.

### Renaming files and folders <a href="#renaming-files-and-folders" id="renaming-files-and-folders"></a>

To rename a file or folder:

1. Navigate to the folder or file that you want to rename.
2. In the **Actions** column, select the ellipsis ( ••• ) and choose **Rename**
3. Provide a unique name and save your changes.

### Deleting files and folders <a href="#deleting-files-and-folders" id="deleting-files-and-folders"></a>

To delete a file or folder

1. Navigate to the folder or the file that you want to delete.
2. In the **Actions** column, select the ellipsis ( ••• ) and choose **Delete**.&#x20;
3. Confirm that you want to delete the file or folder.

### Moving files and folders **to a different location** <a href="#moving-files-and-folders" id="moving-files-and-folders"></a>

To move a file or folder to a different location:

1. Select the checkboxes next to the file/folder that you want to move.&#x20;
2. Select **Move**.
3. Select the new location or the target directory.

Note that if the file or the directory already exists in your chosen location, a message is displayed.
