Collaboration Features

Collaboration Overview

Fataplus enables seamless collaboration between internal teams, external agency partners, and clients through a sophisticated permission system and communication tools.

Partner Agencies

Share projects with trusted partner organizations

Role-Based Access

Granular permissions for team members and clients

Project Communication

Threaded messaging with file attachments

Document Sharing

Controlled access to project deliverables

Team Structure

Role Hierarchy

Fataplus implements a three-tier role system for flexible team organization.

Client
Project Manager
Admin

Client Stakeholders

interface ClientRole {
  role: 'client';
  permissions: {
    canViewProjects: true;
    canEditProjects: false;
    canViewDocuments: true;      // Client-facing only
    canUploadDocuments: false;
    canSendMessage: true;
    canManageUsers: false;
  };
}

Capabilities:

✅ View assigned project details
✅ Download client-facing documents (PRDs, proposals, deliverables)
✅ Send messages to project manager
✅ Upload requested files (when prompted)
✅ View project timeline and status
❌ Edit project specifications
❌ View internal team discussions
❌ Access other clients’ projects

Use Cases:

Client decision-makers reviewing progress
Stakeholders providing feedback
End-client representatives

Project Managers

interface ProjectManagerRole {
  role: 'project-manager';
  permissions: {
    canViewProjects: true;
    canEditProjects: true;
    canViewDocuments: true;      // All documents
    canUploadDocuments: true;
    canSendMessage: true;
    canManageUsers: false;       // Can't create users
  };
}

Capabilities:

✅ Manage assigned projects
✅ Update project status and milestones
✅ Upload documents (all types)
✅ Send client and internal messages
✅ Generate project reports
✅ Assign tasks to team members
✅ View all project documents
❌ Delete projects
❌ Manage billing

Use Cases:

Fataplus team members managing projects
Partner agency project leads
Technical leads coordinating development

Administrators

interface AdminRole {
  role: 'admin';
  permissions: {
    canViewProjects: true;
    canEditProjects: true;
    canViewDocuments: true;
    canUploadDocuments: true;
    canSendMessage: true;
    canManageUsers: true;        // Full user management
  };
}

Capabilities:

✅ Full access to all projects
✅ User creation and management
✅ Billing and invoicing
✅ System configuration
✅ Delete/archive projects
✅ Export all data
✅ View analytics across all projects
✅ Manage partner agencies

Use Cases:

Fataplus leadership
System administrators
Agency principals

Agency Partner Collaboration

Partner Organization Model

Fataplus facilitates collaboration with external agency partners like ApollonLab.

Partner Setup

Partner Agency Registration

interface PartnerAgency {
  id: string;
  name: string;              // "ApollonLab"
  domain: string;            // "apollonlab.com"
  contactEmail: string;      // "[email protected]"
  status: 'active' | 'inactive';
  projects: string[];        // Array of shared project IDs
  createdAt: Date;
}

Partner Onboarding Process:

Admin creates partner agency record
Partner receives invitation email
Partner admin sets up their account
Partner team members can be added
Projects are selectively shared

Partner agencies operate in their own isolated workspace but have controlled access to shared projects.

Project Sharing

Selective Project Access

interface ProjectShare {
  projectId: string;
  partnerId: string;
  accessLevel: 'view' | 'edit' | 'manage';
  sharedBy: number;          // Admin user ID
  sharedAt: Date;
  expiresAt?: Date;          // Optional expiration
}

Access Levels:

Level	View Project	Edit Docs	Update Status	Assign Tasks
View	✅	❌	❌	❌
Edit	✅	✅	❌	❌
Manage	✅	✅	✅	✅

Sharing Workflow:

// Admin shares project with partner
await shareProjectWithPartner({
  projectId: 'FP-2025-X7K9M3P1A',
  partnerId: 'apollonlab',
  accessLevel: 'edit',
  expiresAt: new Date('2026-12-31')
});

Partner Collaboration Hub

Dedicated Partner PortalPartner agencies access shared projects through:

https://partners.fata.plus

Features:

Dashboard showing all shared projects
Project-specific workspaces
Shared document libraries
Inter-agency messaging
Collaborative task boards
Shared timeline view

Data Isolation:

Partners only see explicitly shared projects
No access to Fataplus’s other client work
Separate authentication realm
Audit logging of all partner actions

Real-World Partner Use Case: ApollonLab

Fataplus collaborates with ApollonLab on specialized projects.

Project Assignment

Fataplus receives a complex agritech project requiring specialized development expertise.Admin shares project with ApollonLab:

shareProject({
  projectId: 'FP-2025-AGRITECH',
  partner: 'apollonlab',
  role: 'technical-lead'
});

Collaborative Planning

Teams from both agencies collaborate on technical specifications:

Fataplus: UX/UI design and product strategy
ApollonLab: Backend architecture and development
Shared: Technical requirements document
Communication: Threaded project messages

Parallel Workstreams

Each agency works on their domain:Fataplus uploads:

Design mockups (Figma files)
User research findings
UX flow diagrams

ApollonLab uploads:

API documentation
Database schemas
Development progress reports

Client Updates

Project manager (either agency) updates client:

Combined status reports
Integrated timeline
Unified deliverables
Single point of contact maintained

Joint Delivery

Final deliverable combines both agencies’ work:

Complete product documentation
Integrated codebase
Shared deployment
Co-branded proposal (optional)

Communication System

Project-Based Messaging

Built-in messaging for project-specific conversations.

interface Message {
  id: number;
  projectId: string;         // Message tied to specific project
  senderId: number;          // User who sent message
  senderName: string;        // Display name
  senderRole: 'client' | 'project-manager' | 'admin';
  content: string;           // Message text
  fileAttachments: string[]; // URLs to attached files
  isInternal: boolean;       // Hide from client if true
  createdAt: Date;
  readBy: number[];          // User IDs who read message
}

Message Types
Threading
Notifications

Client-Facing Messages

{
  isInternal: false,
  content: "Design mockups are ready for your review",
  fileAttachments: ["mockup-v1.pdf"]
}

Internal Team Messages

{
  isInternal: true,
  content: "Need to discuss budget overrun with client next week",
  fileAttachments: []
}

Client can see: All isInternal: false messages Team can see: All messages (including internal)

Conversation ThreadsMessages are grouped by project for context:

Project: FP-2025-X7K9M3P1A
├── Thread: Initial Requirements
│   ├── Client: "We need offline support" (Mar 1)
│   ├── PM: "Understood, we'll use PWA tech" (Mar 1)
│   └── Client: "Perfect, when can we see mockups?" (Mar 2)
├── Thread: Design Review
│   ├── PM: "Mockups attached" (Mar 5)
│   └── Client: "Looks great, minor tweaks needed" (Mar 6)
└── Thread: Development Updates
    └── PM: "Sprint 1 completed" (Mar 15)

Email NotificationsAutomatic emails sent when:

New message received (unless sender)
Mentioned in message (@username)
Important status update
Document uploaded

Notification Settings:

interface NotificationPrefs {
  emailOnMessage: boolean;       // Default: true
  emailOnMention: boolean;       // Default: true
  emailOnStatusChange: boolean;  // Default: true
  emailDigest: 'none' | 'daily' | 'weekly';
}

In-App Notifications:

Real-time badge counts
Unread message indicators
Desktop notifications (optional)

File Attachments

Share files directly within conversations.

// Send message with attachment
POST /api/projects/:id/messages
{
  "content": "Here's the revised proposal",
  "fileAttachments": [
    "https://storage.fata.plus/FP-2025-X7K9M3P1A/messages/proposal-v2.pdf"
  ],
  "isInternal": false
}

Supported File Types:

Documents: PDF, DOCX, XLSX, PPTX
Images: PNG, JPG, GIF, SVG
Design: FIG (Figma), SKETCH, XD
Archives: ZIP, RAR, 7Z
Code: Most text formats

File Size Limits:

Individual file: 25 MB
Total per message: 100 MB

Document Collaboration

Version Control

Track document revisions over time.

interface DocumentVersion {
  id: number;
  documentId: number;
  version: string;           // "1.0", "1.1", "2.0"
  uploadedBy: number;        // User ID
  uploadedAt: Date;
  fileUrl: string;
  changeNotes?: string;      // Description of changes
  isLatest: boolean;
}

Version History Example:

Document: Technical Requirements Document
├── v1.0 - Initial draft (Mar 1, 2025) by PM
├── v1.1 - Added API specs (Mar 5, 2025) by Dev Lead
├── v1.2 - Client feedback incorporated (Mar 8, 2025) by PM
└── v2.0 - Final approved version (Mar 10, 2025) by PM ⭐ Latest

Access Control Lists (ACL)

Granular document permissions.

interface DocumentACL {
  documentId: number;
  accessLevel: 'public' | 'client' | 'team' | 'admin';
  specificUsers?: number[];  // Override for specific users
  specificRoles?: string[];  // Override for specific roles
}

Access Levels:

Level	Client	Project Manager	Admin	Partner Agency
Public	✅	✅	✅	✅
Client	✅	✅	✅	❌
Team	❌	✅	✅	Depends on share
Admin	❌	❌	✅	❌

Example Configuration:

// Client-facing PRD
{
  documentId: 123,
  accessLevel: 'client',  // Client can view
}

// Internal cost breakdown
{
  documentId: 124,
  accessLevel: 'admin',   // Admins only
}

// Technical spec for shared project
{
  documentId: 125,
  accessLevel: 'team',
  specificUsers: [apollonLabUserId]  // Include partner
}

Workflow Management

Task Assignment

Assign and track project tasks across team members.

interface Task {
  id: number;
  projectId: string;
  title: string;
  description: string;
  assignedTo: number[];      // Multiple assignees supported
  createdBy: number;
  status: 'todo' | 'in-progress' | 'review' | 'done';
  priority: 'low' | 'medium' | 'high' | 'urgent';
  dueDate?: Date;
  dependencies?: number[];   // Task IDs that must complete first
  createdAt: Date;
  completedAt?: Date;
}

Task Board View:

┌──────────┬──────────┬──────────┬──────────┐
│ To Do    │ Progress │ Review   │ Done     │
├──────────┼──────────┼──────────┼──────────┤
│ Design   │ Develop  │ QA test  │ Deploy   │
│ mockups  │ API      │ features │ to prod  │
│          │          │          │          │
│ Write    │          │          │ Setup CI │
│ docs     │          │          │          │
└──────────┴──────────┴──────────┴──────────┘

Milestone Tracking

Major project checkpoints with dependencies.

interface Milestone {
  id: number;
  projectId: string;
  title: string;
  description: string;
  dueDate: Date;
  status: 'upcoming' | 'in-progress' | 'completed' | 'delayed';
  tasks: number[];           // Associated task IDs
  completionPercent: number; // 0-100
  completedAt?: Date;
}

Milestone Example:

{
  title: "Phase 1: Discovery & Planning",
  dueDate: new Date('2025-04-01'),
  status: 'completed',
  tasks: [1, 2, 3, 4],
  completionPercent: 100
}

{
  title: "Phase 2: Design & Prototyping",
  dueDate: new Date('2025-05-15'),
  status: 'in-progress',
  tasks: [5, 6, 7, 8, 9],
  completionPercent: 65
}

Collaboration Best Practices

Use Internal Notes Wisely: Mark sensitive discussions as internal to keep client communications professional and focused.

Document Everything: Upload all deliverables to the project workspace. This creates a complete audit trail and single source of truth.

Set Clear Permissions: When sharing with partners, use the minimum access level needed (view → edit → manage).

Regular Status Updates: Keep clients informed with weekly updates, even if there’s no major progress. Transparency builds trust.

Expiration Dates: When sharing projects with partners, consider setting expiration dates to automatically revoke access after project completion.

Audit and Compliance

Activity Logging

Comprehensive tracking of all collaboration actions.

interface AuditLog {
  id: number;
  projectId: string;
  userId: number;
  action: string;            // "document_uploaded", "message_sent", etc.
  resourceType: string;      // "document", "message", "task"
  resourceId: number;
  ipAddress: string;
  userAgent: string;
  timestamp: Date;
  details?: object;          // Additional context
}

Tracked Actions:

Document uploads/downloads/deletions
Message sends/edits/deletions
Project status changes
User permission modifications
Partner access grants/revocations
Task assignments/completions

Compliance Features:

GDPR-compliant data handling
Data export capabilities
Audit trail retention (7 years)
Right to be forgotten support

Integration with External Tools

Webhook Events

Subscribe to collaboration events for external integrations.

// Webhook payload example
{
  "event": "message.created",
  "timestamp": "2025-03-03T14:30:00Z",
  "projectId": "FP-2025-X7K9M3P1A",
  "data": {
    "messageId": 456,
    "senderId": 123,
    "content": "Design review needed",
    "isInternal": false
  }
}

Available Events:

project.created
project.status_changed
message.created
document.uploaded
task.assigned
milestone.completed

Third-Party Integrations

Slack Integration

Project Notifications to SlackForward project updates to Slack channels:

#project-fp-2025-x7k9m3p1a
  📩 New message from client
  📄 Document uploaded: mockup-v2.pdf
  ✅ Milestone completed: Phase 1 Planning

Configuration:

{
  projectId: 'FP-2025-X7K9M3P1A',
  slackWebhook: 'https://hooks.slack.com/...',
  events: ['message.created', 'document.uploaded', 'milestone.completed']
}

Calendar Integration

Sync Milestones to Google CalendarExport project milestones to team calendars:

Automatic event creation
Due date reminders
Milestone updates sync
Shared team visibility

Next Steps

CRM Overview

Explore the complete project management system

Multi-Tenant

Understand project isolation and security

Smart Forms

Learn about the project intake process

AI Features

Discover AI-enhanced workflows

Get Started

Platform Features

Design System

Bootcamp

AgriTech

Deployment

Collaboration Features

Collaboration Overview

Partner Agencies

Role-Based Access

Project Communication

Document Sharing

Team Structure

Role Hierarchy

Agency Partner Collaboration

Partner Organization Model

Real-World Partner Use Case: ApollonLab

Communication System

Project-Based Messaging

File Attachments

Document Collaboration

Version Control

Access Control Lists (ACL)

Workflow Management

Task Assignment

Milestone Tracking

Collaboration Best Practices

Audit and Compliance

Activity Logging

Integration with External Tools

Webhook Events

Third-Party Integrations

Next Steps

CRM Overview

Multi-Tenant

Smart Forms

AI Features

Build docs developers (and LLMs) love

Get Started

Platform Features

Design System

Bootcamp

AgriTech

Deployment

​Collaboration Overview

Partner Agencies

Role-Based Access

Project Communication

Document Sharing

​Team Structure

​Role Hierarchy

​Agency Partner Collaboration

​Partner Organization Model

​Real-World Partner Use Case: ApollonLab

​Communication System

​Project-Based Messaging

​File Attachments

​Document Collaboration

​Version Control

​Access Control Lists (ACL)

​Workflow Management

​Task Assignment

​Milestone Tracking

​Collaboration Best Practices

​Audit and Compliance

​Activity Logging

​Integration with External Tools

​Webhook Events

​Third-Party Integrations

​Next Steps

CRM Overview

Multi-Tenant

Smart Forms

AI Features

Build docs developers (and LLMs) love

Collaboration Overview

Team Structure

Role Hierarchy

Agency Partner Collaboration

Partner Organization Model

Real-World Partner Use Case: ApollonLab

Communication System

Project-Based Messaging

File Attachments

Document Collaboration

Version Control

Access Control Lists (ACL)

Workflow Management

Task Assignment

Milestone Tracking

Collaboration Best Practices

Audit and Compliance

Activity Logging

Integration with External Tools

Webhook Events

Third-Party Integrations

Next Steps