Virtual meeting integration with customer relationship management platform
US-2022321614-A1 · Oct 6, 2022 · US
US11893540B2 · US · B2
| Field | Value |
|---|---|
| Publication number | US-11893540-B2 |
| Application number | US-202117490096-A |
| Country | US |
| Kind code | B2 |
| Filing date | Sep 30, 2021 |
| Priority date | Sep 30, 2021 |
| Publication date | Feb 6, 2024 |
| Grant date | Feb 6, 2024 |
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Systems and methods for generating a shared collaborative channel for collaboration are provided. In particular, a computing device may receive a request, from an originating member of an organization, to create the shared collaborative channel, the request including an invitee to be added to the shared collaborative channel. In response to receipt of the request, the computing device may provision a substrate group by creating a container associate with the shared collaborative channel including a substrate database associated with the shared collaborative channel, generate an invitation including a custom link to the shared collaborative channel for the invitee, and determine whether the invitee belongs to an originating collaboration team associated with the originating member based on the substrate database. If the invitee belongs to the originating collaboration team, the computing device may further update the substrate group to add the invitee as a new member of the shared collaborative channel.
Opening claim text (preview).
What is claimed is: 1. A method for generating a shared collaborative channel for collaboration, the method comprising: receiving a request, from an originating member in an originating organization, to create the shared collaborative channel, the request including an invitee to be added to the shared collaborative channel; in response to receiving the request, generating the shared collaborative channel within collaboration environment shared among members of a collaboration team within the originating organization, wherein the originating member is a member of a collaboration team within the originating organization, and wherein the invitee is a member of the same collaboration team within the originating organization, a different collaboration team within the originating organization, or a different external organization; provisioning a substrate group by creating a container including a substrate database associated with the shared collaborative channel, the substrate database including a membership roster of the shared collaborative channel; generating an invitation including a custom link for accessing the shared collaborative channel by the invitee, the custom link indicating an identity of the invitee; based on the identity of the invitee, determining whether the invitee belongs to the originating organization based on an organizational database; and in response to determining that the invitee belongs to the originating organization: updating the membership roster of the substrate database to add the invitee as a new member of the shared collaborative channel; based on the custom link, automatically establishing a linkage for access to the shared collaborative channel by the invitee; and assigning a set of rights to the invitee for accessing content of the shared collaborative channel based at least in part on which collaboration team and organization the invitee belongs to. 2. The method of claim 1 , further comprising: in response to determining that the invitee does not belong to the originating organization, determining whether the invitee has accepted the invitation; and in response to determining that the invitee has accepted the invitation, updating the substrate group to add the invitee as a new member of the shared collaborative channel. 3. The method of claim 1 , further comprising: in response to determining that the invitee does not belong to the originating organization, determining whether the invitee has accepted the invitation; and in response to determining that the invitee has accepted the invitation, establishing a linkage for access to the shared collaborative channel by the invitee. 4. The method of claim 1 , further comprising: in response to determining that the invitee does not belong to the originating organization, determining whether the invitee has accepted the invitation; and in response to determining that the invitee has not accepted the invitation, allowing the invitation to expire without updating the substrate database or establishing a linkage to the shared collaborative channel for the invitee. 5. The method of claim 1 , wherein the invitee is one of an individual from the originating collaboration team, an individual from a different collaboration team in the same organization, or an individual from a different organization. 6. The method of claim 1 , wherein the invitee is a recipient collaboration team from the originating organization or a different organization, and wherein one or more members from the recipient collaboration team are selected to be added to the shared collaborative channel. 7. The method of claim 1 , wherein the identity of the invitee includes an organization identifier of the invitee and an invitee identifier. 8. The method of claim 1 , wherein the substrate group is associated with an independent identity management directory that includes a list of members that are authorized to access resources or content associated with the shared collaborative channel. 9. A computing device for generating a shared collaborative channel for collaboration, the computing device comprising: a processor; and a memory having a plurality of instructions stored thereon that, when executed by the processor, causes the computing device to: receive a request, from an originating member of an organization, to create the shared collaborative channel, the request including an invitee to be added to the shared collaborative channel; in response to receipt of the request, generate the shared collaborative channel within collaboration environment shared among members of a collaboration team within the originating organization, wherein the originating member is a member of a collaboration team within the originating organization, and wherein the invitee is a member of the same collaboration team within the originating organization, a different collaboration team within the originating organization, or a different external organization; provision a substrate group by creating a container associate with the shared collaborative channel including a substrate database associated with the shared collaborative channel, the substrate database including a membership roster of the shared collaborative channel; generate an invitation including a custom link to the shared collaborative channel for the invitee; determine whether the invitee belongs to an originating collaboration team associated with the originating member based on the substrate database; in response to a determination that the invitee belongs to the originating collaboration team, update the substrate group to add the invitee as a new member of the shared collaborative channel; and assign a set of rights to the invitee for accessing content of the shared collaborative channel based at least in part on which collaboration team and organization the invitee belongs to. 10. The computing device of claim 9 , wherein the plurality of instructions when executed further cause the computing device to: in response to a determination that the invitee belongs to the originating collaboration team, automatically establish a linkage for access to the shared collaborative channel by the invitee based on the custom link. 11. The computing device of claim 9 , wherein the plurality of instructions when executed further cause the computing device to: in response to a determination that the invitee does not belong to the originating collaboration team, determine whether the invitee has accepted the invitation; and in response to a determination that the invitee has accepted the invitation: update the substrate group to add the invitee as a new member of the shared collaborative channel, and establish a linkage for access to the shared collaborative channel by the invitee. 12. The computing device of claim 11 , wherein to determine whether the invitee has accepted the invitation comprises causing the computing device to determine whether the custom link included in the invitation has been added to a collaborative environment of the invitee. 13. The computing device of claim 9 , wherein the invitee is a recipient collaboration team from the originating organization or a different organization, and one or more members from the recipient collaboration team are selected to be added to the shared collaborative channel. 14. The computing device of claim 9 , wherein the identity of the invitee includes an organization identifier of the invitee and an invitee identifier. 15. The computing device of claim 9 , wherein the substrate group is associated with an independent identity management directory that includes a
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