Sage Collaborate etiquette

Become a Sage Collaborate expert with these guidelines and tips.

Do this

The following are some general guidelines for using Sage Collaborate.

• Participate by asking and answering questions, and sharing information.
• Keep your posts relevant to work.
• Keep it brief.
• Post rather than send a low-priority email.
• Use Sage Collaborate to address a wider audience and get feedback.
• Use groups rather than email distribution lists for collaboration.
• Post files instead of emailing attachments.
• Think about who can see your post.

Examples of good posts:

• Check out this new report from Gartner!

• Does anyone have experience with HIPAA?

• Have you connected with Jill? She’s an expert in this industry and can probably help you close that deal.

• 14 days until the end of the quarter. Go team!

Keep it professional

Sage Collaborate is a tool to move your business forward. The following are some tips for keeping the conversation professional.

• Post only content that you’re comfortable sharing with your HR team or executives.
• Keep your posts concise and to the point.
• Opt for in-person conversations instead of using text.
• Refrain from sharing confidential information.
• Ensure that your posted messages are relevant to your business.
• Avoid sending the same message to multiple people.

Examples of not-so-good posts:

• Was out late last night; do not think I’ll get much done today.

• Check out the view from my new office.

• Who wants to go for happy hour after work?

Tips

If you create a public group, anyone can join, and posts can be seen by whoever views the group.

Posts made in a private group can only be seen by members who have been added by the group owner.

If you make a post on a record, only users who have full or read access to that record can see your post.

Before you post, ask yourself:

• "Who else could benefit from this?"
• "Is this relevant to our business?"