New Collaborate Status Check Overview

The New Collaborate Status Check scans your FYI platform and Microsoft environment to verify that the correct settings and permissions have been configured. When errors are detected, the Status Check tool will attempt to resolve the issue automatically, or display error details for the users to investigate further.

Getting Started with New Collaborate Status Check

General Status Check

The General Status Check is used to scan the settings of the New Collaborate SharePoint site and the Microsoft environment. For example, the Microsoft App Permissions have been configured, the Document Library has been connected and has the correct permissions, and the correct Microsoft Group has been applied. As part of the scan, a test user will be invited, the share settings configured, and then removed again.

The OneDrive Admin User can run the General New Collaborate Status Check from the Automation - Apps workspace, from the Collaborate - Client app.

Refer to Troubleshooting New Collaborate using Status Check.

Client Status Check

Similar to the General Status Check, the Client Status Check will perform a series of automated tests. However, this time it will check the settings for a specific user, and is best used if the client is experiencing issues accessing the New Collaborate site or documents shared in their client folder. 

The Client Status Check can be performed by any user from the Client - Collaborate tab and clicking on the Sharing Settings button. The Status Check will be displayed next to the client's name. 

Refer to Troubleshooting New Collaborate using Status Check

Working with New Collaborate Status Check

Troubleshooting Errors

As each check is performed successfully, a green tick will be displayed on the left. If an error has been detected, a red cross will be displayed, with further details on the error displayed on the right. Follow the instructions or links to resolve the error. 

More details can be found in the New Collaborate Troubleshooting section of the Help Centre: 

• New Collaborate Status Check
• New Collaborate Sharing
• New Collaborate Client Access

An entry will be added to Practice Activity to show when errors have been recorded and changes have been made.

Recommended Troubleshooting Steps

If the Status Check is unable to detect any errors, but you continue to experience issues sharing documents, we recommend the following troubleshooting steps:

• Confirm the client's email address that the user is logging in with. It must be the same as the client displayed in the Sharing Settings, or the email the document was shared with. You can also send the client a customised login link with their login details automatically filled in, so they're only required to enter the password. 
  
  If the client would like to log in using a different email address, you will need to add the account to the Client Sharing Settings or reshare the document. Refer to Sharing the Share Folder and Upload Folder with Clients and Sharing Documents with Clients.
   
• Ask the client to use an Incognito or Private browser session. This can assist with confirming the issue is not related to their browser cache, or they're logged in with the wrong account. 
   
• Confirm that the login link the client is using to log in is correct. If the client is unable to access a document from a link, confirm if they can access the Collaborate Site Link to view the SharePoint home page.
   
• If there are multiple clients added to the Client Sharing Settings, confirm if any of the other guest users experience the same issues.