Introducing Collaborations
Collaborations are a new set of controls, giving you a data clean room command center, to coordinate each collaboration project with ease and transparency.
Collaborations replace permissions and provide additional project management options & visibility on clean room operations.
This article provides an introduction to Collaborations - for information on how to create and use Collaborations please read How to use Collaborations
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Functionality in Beta |
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Collaborations are currently in Beta and we’re encouraging our clients to use it and provide feedback on the direction that Collaborations should take to empower you to make bespoke data networks. We’re specifically looking for feedback on:
Your CS rep can take you through this new feature and our plans for it, please reach out to book a demo! There are some known limitations of the beta to take into account when planning your use case:
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Table of Contents
How to use the platform within a Collaboration
What are Collaborations
Collaborations are the new command center that allows you to identify the parties and shared resources that are involved in a specific project and allows the collaborators to:
- Clearly identify the members of a collaboration
- Set simpler yet granular permissions for specific datasets and destinations
- Prepare all resources needed for the use case in one view
- Gain more visibility with query and activity logs
Once you’ve set up the parties and resources, the use case is executed using the standard platform tools such as the Audience Builder or Query tool.
Collaboration member roles
When participating in a Collaboration you can be assigned different roles. During the creation process, the collaboration owner will assign the roles as agreed before collaborating - these roles are not exclusive i.e. you can be an operator and contributor.
All members can - regardless of their role:
- View who is in the collaboration
- View basic metadata of the shared assets
- Access a basic query log to gain visibility onto what has been done in this collaboration.
- Leave a collaboration at any point.
Member roles:
- Owner: This is the company that initiates the collaboration and can assign roles to the other members. By default all owners have all roles assigned to them, but these are editable.
- Operator: Operators have permission to create audiences and segments, and execute queries and exports using the collaboration resources.
- Contributor: Contributors can assign their datasets and destinations to the collaboration for use by the operator(s).
- Detailed log: Detailed log viewers can see extra metadata on collaboration event logs such as the full query being executed, query results and exported row counts.
To add members to a Collaboration you will need their Company ID. This can be easily generated on the Collaborations section, see below.
Where to find Collaborations
You can find Collaborations using the left-hand navigation bar, under Collaborate (same area as permissions).
If this is your first time on this space, your Collaborations table will be empty:
View when you have Collaborations which you either own, or your Company owns, and those you are a member of you will be able to see them on this screen.
By default, only Active Collaborations are shown, but you can use the top search and filter bar to modify this view:
Where to find your company ID
We do not have a directory feature at the moment, so to find and add other companies to collaborate with you will need to have their company IDs.
Clicking the “My Company ID” button will display your specific Company’s ID, which you can copy to share with others:
How to view Collaborations
Selecting any collaboration row of the table will display its details in the Details Panel, and clicking View Details will let you access collaboration specific screens with information about members, assets, connections, and an event log.
Main collaboration details
This screen provides a snapshot of who is involved in the collaboration and the resources available:
- Collaboration owner and members including their roles
- Shared datasets and Destinations within this collaboration
Usage and events log
This screen provides a list of events related to this Collaboration. It includes actions taken by members, such as:
- Creating the collaboration
- Adding/removing resources
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Insight/activation queries run, including the query if run in the query tool (needs ‘detailed logs’ setting)
- Activation queries will also include the volume
You can also download the event log as a csv to keep for your records. If you leave a collaboration you are added to, you will lose access to the log, so please download it prior to existing if you wish you retain a copy for your records.
How to use the platform within a Collaboration
Once you are part of a Collaboration, you will continue to use the platform as usual, but each screen will only show the assets related to the Collaboration you’re in at the moment.
From each Collaboration screen you can navigate directly to the query tool and the audience builder using the buttons on the top right corner.
When you navigate to the rest of the platform, you’ll be able to select the Collaboration project you are working on using the dropdown next to the Query tool, Audience Builder, Segment Builder, and Activations:
If wish you view just your own assets or legacy permissions, you can click on the X next to the collaboration you’re currently in, and it will exit to a ‘No Collaboration’ view. This will show all your assets and the datasets linked to legacy permissions.
From each page with this toggle you can navigate back to the Collaboration screen by clicking on the sliding button ‘view’.