Collections

Owned by Ana Borosa (Unlicensed)
Last updated: Aug 31, 2023 by Marin Varvodic
3 min read

Collections in Cosmos are a powerful feature that allows admins to create custom groups of users based on specific filters. These collections serve as quick filtering options, a way to personalize your intranet and provide easy navigation for users in the People Network.

Creating and managing Collections

Learn how to create custom collections in the admin settings of Cosmos. This section provides step-by-step instructions for adding collection details, defining filters, and managing collections. Discover how to edit or delete collections to keep them up-to-date and aligned with your organization's needs.

Adding Collection Details

  1. Navigate to the settings icon in the sidebar and select.

  2. Navigate to People Directory → Collections, and select.

  3. Locate the "Create a collection" button and click on it.

  4. A dialog box will appear, prompting you to enter the following details for the new collection:

    • Name: Provide a descriptive name for the collection.

    • Description: Add a brief description to explain the purpose or criteria of the collection.

    • Icon/Emoji: Select an icon or emoji that visually represents the collection.

    • Visibility: Specify whether the collection should be visible on the left side of the People Network as quick filters.

  5. Once you have entered the details, click the "Create collection" button.

Defining Collection Filters

  1. After creating the collection, you will be redirected to the collection management page.

  2. Navigate to your desired collection and select.

  3. Now you can define the filters that make up the collection. Filters are essentially columns in the database and can be based on various criteria such as location, position, department, etc.

  4. Select the appropriate filters from the available options and configure them according to your requirements.

Editing a Collection

  1. Navigate to the settings icon in the sidebar and select.

  2. Navigate to People Directory → Collections, and select.

  3. Select the collection you want to edit from the list of available collections.

  4. Click on the "Edit Collection" button.

  5. Update the collection details as needed.

  6. Save the changes by clicking on the "Save changes" button.

Deleting a Collection

  1. Navigate to the settings icon in the sidebar and select.

  2. Navigate to People Directory → Collections, and select.

  3. Locate the collection you wish to delete from the collection management page.

  4. Click the associated "Delete" button, which appears on hover.

  5. A confirmation dialog will appear to verify the deletion.