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Product
Resources.
Guides and policy pages for the parts of CollaboraOne that are available in the platform today.
Guides
Workspace setup
Create a company workspace, choose a role, invite team members, and keep client access separate from internal work.
Projects and tasks
Use projects, task boards, milestones, notes, priorities, due dates, and assignees to organize client delivery.
Client portals
Invite clients into scoped dashboards where they can see shared files, meetings, approvals, and the project chat meant for them.
Documents and files
Upload documents, share them with selected clients or employees, and connect Google Drive when your workspace needs Drive sync.
Meetings and booking
Schedule internal or client meetings, use platform video meetings, or connect Google Meet for external meeting links.
Connected apps
Connect Slack, Google Drive, Gmail, Google Meet, and GitHub from the company integrations area when those workflows are needed.
AI assistant
Use the assistant to work across projects, tasks, documents, and meetings while reviewing AI output before relying on it.
Billing and limits
Compare plans, AI credits, member limits, client limits, project limits, meeting limits, and billing behavior.
Policy Resources
Security
How CollaboraOne approaches authentication, workspace access, integrations, billing webhooks, and data handling.
Data Processing Addendum
A product-specific summary of customer data categories, processing purposes, subprocessors, and deletion requests.
Privacy Policy
What information CollaboraOne collects and how it is used to operate the platform.
Terms of Service
Account responsibilities, acceptable use, subscriptions, service availability, and platform terms.
Frequently Asked Questions
Where do I manage integrations?
Company users can manage connected apps from the company dashboard under Integrations. Available integrations include Slack, Google Drive, Gmail, Google Meet, and GitHub.
What can clients access?
Clients use a separate client dashboard. They can access shared documents, invited meetings, approvals, and chat areas intended for their project scope.
How are documents shared?
Documents are stored with a workspace company ID and explicit shared-with lists for clients and employees. Client project document views filter to documents shared with that client.
Can I cancel a subscription?
Company owners can manage billing from account settings. Canceled access continues through the current billing period, as described in the refund policy.
Who should I contact for help?
Use the contact page for product questions, support requests, billing questions, or requests related to privacy and data deletion.
Need a specific answer?
Send the team a question about setup, billing, security, or data handling.
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