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Secure Partnerships for Multi-Company Collaboration

Stay compliant with corporate policies while collaborating seamlessly with clients, partners and cross-functional teams

Why security matters

Work that crosses company boundaries is now the norm. Whether you’re in sales, R&D, HR, marketing, legal or customer support, more than likely you have regular interactions with people outside your company or department. 

As this network of relationships grows more complex, so does the need to ensure that information shared by all parties is protected and secure. 

That’s where Challo comes in. If you’re new to Challo, think of an all-in-one collaboration tool that brings together online meetings, chat, workspaces, files, and data from 3rd party apps, right to your web browser.

Statistics about data security at companies

What is a Challo partnership?

Challo has a state-of-the-art security model to ensure that internal and cross-company interactions adhere to compliance policies for all parties involved. Challo keeps an audit trace of what information was shared, by whom, with whom, when it was shared, and the permissions that allowed the transfer to happen.

Permissions in Challo are controlled through partnerships. A partnership is a set of rules that define how two organizations can collaborate in Challo. 

Rules determine whether users at one organization have permission to do things like:

  • Find users at the other organization
  • Preview their calendars to find available times
  • Schedule meetings with them
  • Send them chat messages and see their chat presence
  • Add or invite them to join workspaces

As we’ll see, Challo makes it easy for administrators at both companies to create a partnership and configure these rules, either for individuals or groups of users.

Opening screen to set up a Challo partnership

How to set up a Challo partnership

Step 1: Create the partnership

Suppose organizations A and B want to establish a partnership. To start, an administrator at A gives the partnership a name. A key is generated, which s/he shares with the administrator of B. 

Video of how to create a partnership in Challo by CafeX

Step 2: Add users and groups

Next, administrators at A and B add users from their organizations to the partnership, either as individuals or groups. Administrators can choose to allow specific users or groups to override the partnership’s settings and set their own permissions.

Video showing how to add users to a Challo partnership

Step 3: Configure permissions

Finally, administrators at A and B set permissions for both sides of the partnership. For example, users at A may be allowed to send chats to users at B but not see their calendars. Each administrator has fine-grained control over permissions configured for both users and groups.

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Video on how to set sharing permissions in Challo by CafeX

How to get started

  • Sign up for a free, no obligation trial of Challo.
  • Contact us to see a live demo and learn more about secure partnerships in Challo.
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