How do I collaborate on data using the ipushpull App for Symphony?

In addition to letting you share data with your network, the ipushpull App for Symphony lets you, your colleagues and clients collaborate on data within the Symphony app itself. You can jointly edit your data directly in Symphony, whether you're using the Free or Premium App.

1. Collaboration using the Free App

First, copy and paste some data into the App. Select a folder and a name for the page you've created then select the level of access control from the dropdown (auto set to Private). You can choose whether:

  • Private - your page remains private so only visible to you
  • Read Only - only you can make updates but users you have shared the page with can view the page
  • Read & Write - anyone you share the page with can update it

For collaboration choose Read & Write.

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Next, share the page with someone from your Symphony network. Next, either click on AUTOSAVE which will continuously save your edits in real time. Then make your edits (click on the data you'd like to edit).

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Alternatively if you would like to make your edits before publishing them to other users, leave AUTOSAVE off and make your edits (click on the data you'd like to edit). When you are ready to save the changes hit Enter and SAVE or close to cancel.

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Once saved, your data will automatically update for everyone else who is looking at it.

 

2. Collaboration using the Premium App

Collaboration using the Premium App follows a similar workflow. However, it's much more convenient because you can save your pages and reopen them later using the Find your page feature. You can also control access to the page using our access control features and view a complete audit trail of changes. For example, here's a saved page that has been reopened:

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Next, share this page with someone in your Symphony network using the SHARE button. They will receive a message inviting them to view the page. When they open the page they will be able to edit it (providing you've given them write access). As soon as they save their changes you'll see the page update.

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