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Setting up & managing the forum

As an administrator, activate the forum module, add it to the menu, and create, permission and couple forums and parent forums to CRM or project records in the system configuration.

Prerequisites

  • Administration rights for the system configuration

The forum is set up via the system configuration. As an administrator, you activate the module if needed, add the entry points to the menu and create the forum structure – the individual forums, their assignment to parent forums, their permission groups and, optionally, their coupling to a CRM or project record.

Activating the module

If the forum is not yet available in a tenant, you activate it first:

System configuration → General → Modules → Forum

Adding the entry points to the menu

If the forum entry points (Forums, Recent topics, News, Editorial) are missing from the main menu even though the module is active, you add them via the menu configuration:

System configuration → General → Menus

Note: The menu in teamspace is fully configurable. Where the forum entry points sit can differ from installation to installation.

Creating forums and parent forums

You maintain the forum structure centrally under:

System configuration → Forum → Forums

There you see the complete forum structure as a table and create new forums with a name and a permission group. By assigning them to a parent forum, you build up the tree structure – so beneath a parent forum Sales sit, for example, the forums Customer insights, Campaigns and Service cases. Forums can also be marked as archived.

System configuration → Forum → Forums: the forum table with the columns Name, Archived, Categories/Group and Customer/Contact/Project; at the top the forums 'Digital AG - intern', 'News forum area', 'New on the product', below them forums coupled to CRM/project records.
System configuration → Forum → Forums – forum table with the columns Name, Archived, Categories/Group and Customer/Contact/Project coupling.

Coupling forums to CRM or project records

In the forum table, a forum can additionally be coupled to a specific record – to a customer, a contact or a project. This automatically opens the matching forum for that record: a customer record or a project then has its own discussion space directly attached.

Permissions per forum

When creating a forum, you use the permission group to define who may read, write in and moderate it. These rights are inherited by the topics and posts beneath; on individual topics, the circle can be narrowed further afterwards. The full access model – inheritance, moderators, external partners – is explained in Structure & permissions in the forum.

Common questions & needs

You want to …How to
Make the forum available for the first timeActivate the module under System configuration → General → Modules → Forum.
Bring missing forum entries into the menuMenu configuration under System configuration → General → Menus.
Create a new forum for a teamUnder System configuration → Forum → Forums, create a forum with a name, permission group and parent forum.
Group many forums clearlyAssign forums to a shared parent forum.
Give every customer/project its own discussion spaceCouple the forum to the customer, contact or project record in the forum table.
Retire a forum without losing contentMark the forum as archived.