Enhance Collaboration with Toggle's External Collaboration Tool

Table of Contents:

1. Introduction
2. What is the External Collaboration Tool in Toggle?
3. How Does the External Collaboration Tool Work?
4. Features and Benefits of the External Collaboration Tool 4.1 Sharing Drawings and Takeoffs 4.2 Permissions and Access Control 4.3 Collaboration Capacities
5. Getting Started with the External Collaboration Tool 5.1 Inviting External Users 5.2 Activating the Account 5.3 Navigating the Dashboard
6. Exploring the Test Organization 6.1 Viewing Shared Projects 6.2 Editing and Creating Projects 6.3 Limitations on Shared Projects
7. Using the External Collaboration Tool for Your Own Projects
8. Troubleshooting and Support

Article:

What is the External Collaboration Tool in Toggle?

Toggle, the leading project management software, has recently introduced its external collaboration tool. This tool aims to facilitate collaboration between Toggle users and external stakeholders, allowing users to share drawings and takeoffs with individuals outside their organization, even from different domains. By giving users the ability to share specific sets of drawings with selective permissions, Toggle ensures that confidential information remains protected, granting access only to what is necessary.

How Does the External Collaboration Tool Work?

The external collaboration tool in Toggle enables users to share projects with external users, providing various permissions and access levels. Users can invite external stakeholders as managers, editors, isolated editors, or view-only participants. Managers have full visibility and control over the project, editors can contribute and Interact with other collaborators, isolated editors can only see their assigned work, and view-only participants have restricted access and can only view the project without making any changes.

Features and Benefits of the External Collaboration Tool

Sharing Drawings and Takeoffs

One of the primary features of the external collaboration tool is the ability to share drawings and takeoffs with external users. Whether it's architectural designs, construction blueprints, or engineering diagrams, Toggle allows users to securely share these drawings with stakeholders outside their organization. This feature ensures that all parties involved have access to the necessary information, leading to smoother collaboration and improved project outcomes.

Permissions and Access Control

The external collaboration tool provides granular control over permissions and access levels. Users can assign different roles to external collaborators, giving them the appropriate level of access Based on their involvement in the project. This ensures that sensitive information remains confidential and only authorized individuals can make modifications or view specific data.

Collaboration Capacities

With the external collaboration tool, users can choose from different collaboration capacities based on the level of involvement they expect from external stakeholders. Whether it's granting full editing capabilities or limiting users to view-only access, Toggle offers a range of options to ensure seamless collaboration without compromising security.

Getting Started with the External Collaboration Tool

Inviting External Users

To start collaborating using the external collaboration tool, users can invite external stakeholders to join their project. By sending an invitation email to the desired stakeholders' email addresses, users can specify the capacity in which the external collaborators will participate. This allows users to extend collaboration beyond their organization and work efficiently with external partners.

Activating the Account

Once the invitation is sent, the external user will receive an activation email containing a unique activation link. Clicking on this link will prompt the user to Create an account and set up a password. Once the account is activated, the external collaborator can access the shared project within Toggle and begin collaborating with the team.

Navigating the Dashboard

Upon logging in, the external collaborator will be directed to the Toggle dashboard. If the collaboration is with multiple organizations, the user can easily switch between different organizations and access the respective projects. The dashboard provides a comprehensive overview of the shared project, including all drawings, takeoffs, and any other Relevant project data.

Exploring the Test Organization

When collaborating using the external collaboration tool, users may find themselves being part of multiple organizations within Toggle. In this case, it's essential to understand how the test organization functions and its limitations.

Viewing Shared Projects

Within the test organization, users can view the projects that have been shared with them by other Toggle users. These shared projects will appear in the user's project list. By clicking on the shared project, users can access all the relevant project details and contribute to the collaboration.

Editing and Creating Projects

While users can work freely on shared projects within the test organization, limitations arise when trying to create new projects. Users are only allowed to create new projects within their own organization. This distinction ensures that shared projects remain separate from personal projects, preserving the integrity of the external collaboration process.

Limitations on Shared Projects

Shared projects within the test organization have certain restrictions and permissions based on the user's assigned role. The permissions granted to external collaborators are carefully controlled to maintain data confidentiality and prevent unauthorized access to sensitive information. These limitations contribute to a secure and efficient collaboration environment.

Using the External Collaboration Tool for Your Own Projects

Apart from collaborating on shared projects, users can utilize the external collaboration tool for their own projects as well. By creating a new project within their own organization, users can take AdVantage of the tool's features to collaborate with internal team members or external stakeholders.

Troubleshooting and Support

While using the external collaboration tool, users may encounter various issues or have questions regarding its functionality. In such cases, users can Seek support from Toggle's dedicated support team. Assistance can be obtained by reaching out to support@toggle.ai or contacting any knowledgeable representative at Toggle.

Highlights:

• The external collaboration tool in Toggle enables seamless collaboration between Toggle users and external stakeholders.
• Users can securely share drawings and takeoffs with external users, ensuring confidentiality and data integrity.
• Granular permissions and access control allow users to define the level of access given to external collaborators.
• The tool offers different collaboration capacities, including manager, editor, isolated editor, and view-only, to suit various project requirements.
• Inviting external users and activating their accounts is a simple process within Toggle.
• The test organization in Toggle allows users to view shared projects and collaborate efficiently.
• Limitations exist when creating new projects within the test organization to maintain project separation.
• The external collaboration tool can also be utilized for personal projects within the user's own organization.
• Troubleshooting and support are readily available through Toggle's support team.

FAQ:

Q: Can I share drawings with external stakeholders who are not Toggle users? A: Yes, the external collaboration tool allows users to invite external stakeholders, even if they are not registered Toggle users.

Q: Is there a limit to the number of external collaborators I can invite to a project? A: Toggle does not impose a specific limit on the number of external collaborators for a project. However, it is advised to consider the scope of the project and the potential impact on collaboration efficiency.

Q: Can external collaborators edit the shared project simultaneously? A: Yes, depending on the permissions granted, external collaborators can edit the shared project simultaneously with other team members.

Q: How can I switch between organizations within Toggle? A: Toggle provides a convenient organization switcher feature on the dashboard, allowing users to navigate between different organizations they are a part of.

Q: What should I do if I encounter technical issues or need assistance with the external collaboration tool? A: For any technical issues or inquiries about the external collaboration tool, users can reach out to Toggle's support team by emailing support@toggle.ai or contacting any Toggle representative. They will be happy to assist you.