# Collabase ## Guides ### Welcome - [Collabase documentation](https://collabase.ch/docs/index.md): Guides and reference for Collabase, the collaboration platform from Switzerland: getting started, HERMES project management, administration, security and the API. - [Introduction](https://collabase.ch/docs/introduction.md): What Collabase is, who it is for, which apps it includes and how you start with a proof of concept. - [Why Collabase exists](https://collabase.ch/docs/about/story.md): How Collabase grew from an open-core project into proprietary software of Infometis AG, and where the platform is heading: quality engineering at its core. - [Collabase glossary](https://collabase.ch/docs/glossary.md): Every Collabase term in one place, from Space and Permission Scheme to Object Type and SCIM, with a short definition and a link to the full guide. ### Getting started guide - [Getting started with Collabase](https://collabase.ch/docs/getting-started/overview.md): Your first steps in Collabase: sign in, open a Space, create a project and tasks, write your first page in Collabase Docs and set up your profile. - [Introduction to Collabase](https://collabase.ch/docs/getting-started/introduction.md): What Collabase is and how it is organised: Spaces, apps such as Collabase Docs and Projects, members and roles. The starting point for new users. - [Sign in to Collabase](https://collabase.ch/docs/getting-started/sign-in.md): How to sign in to Collabase for the first time, set your own password, and sign in with Google, Microsoft Entra ID, SAML single sign-on or LDAP. - [Open and create a Space](https://collabase.ch/docs/getting-started/spaces.md): How to find your Spaces in Collabase, switch between them, and create a new Space with a name, visibility, apps and members. - [Invite members to a Space](https://collabase.ch/docs/getting-started/invite-members.md): How to add colleagues or whole groups to a Collabase Space and choose their role: Space Admin, Manager, Member or Viewer. - [Create your first project](https://collabase.ch/docs/getting-started/projects.md): How to create a project in Collabase Projects, start from a project template, and add project members with the Owner, Member or Viewer role. - [Create and edit tasks](https://collabase.ch/docs/getting-started/tasks.md): How to create a task in Collabase Projects, fill in status, assignee, priority and due date, add subtasks and comments, and link related tasks. - [Board and backlog basics](https://collabase.ch/docs/getting-started/boards.md): How to work with the Kanban board in Collabase Projects, filter your own tasks, prioritise the backlog and move tasks into a sprint. - [Write your first page in Collabase Docs](https://collabase.ch/docs/getting-started/docs-pages.md): How to create a page in Collabase Docs, use the editor and slash commands, start from a template, and restore an earlier version of a page. - [Find content with search](https://collabase.ch/docs/getting-started/search.md): How to use Collabase search to find tasks, pages, Registry objects, test cases and automations across every Space you have access to. - [Set up your profile and notifications](https://collabase.ch/docs/getting-started/profile.md): How to set your name, avatar and language in Collabase, choose which notifications you receive, get an email digest and change your password. ### HERMES project management - [HERMES project management guide](https://collabase.ch/docs/hermes/overview.md): HERMES project management with Collabase: phases, milestones, roles, scenarios and outcomes of HERMES 2022, and how to run a HERMES project in Collabase. - [Introduction to HERMES project management](https://collabase.ch/docs/hermes/introduction.md): What HERMES 2022 is: the Swiss federal project management method, its publisher, current edition, traditional and agile approach, and where it is used. - [HERMES phases](https://collabase.ch/docs/hermes/phases.md): The HERMES 2022 phase model: Initiation, Concept, Implementation, Deployment, Execution and Closure, and how to plan HERMES phases in Collabase. - [HERMES phase Initiation](https://collabase.ch/docs/hermes/initiation.md): The HERMES Initiation phase: project initiation order, study, solution variants, next steps decision and execution release, and how to run it in Collabase. - [HERMES phase Concept](https://collabase.ch/docs/hermes/concept.md): The HERMES Concept phase in the traditional approach: situation analysis, solution requirements, concepts, solution architecture, procurement and phase release. - [HERMES phase Implementation](https://collabase.ch/docs/hermes/implementation.md): The HERMES Implementation phase in the traditional approach: develop or configure the solution, integrate, test, preliminary acceptance and phase release. - [HERMES phase Deployment](https://collabase.ch/docs/hermes/deployment.md): The HERMES Deployment phase in the traditional approach: deployment measures, migration, activation, launch of operation, acceptance and closure phase release. - [HERMES phase Execution (agile)](https://collabase.ch/docs/hermes/execution.md): The HERMES Execution phase in the agile approach: iterations, increments, prioritised solution requirements, optional release milestones and closure phase release. - [HERMES phase Closure](https://collabase.ch/docs/hermes/closure.md): The HERMES Closure phase: check the project documentation, hand over to the core organization, archive, remove the legacy system and complete the project. - [HERMES milestones and decisions](https://collabase.ch/docs/hermes/milestones.md): HERMES milestones as quality gates: project initiation release, execution release, phase release, release, acceptance and project closure, and how to approve them in Collabase. - [HERMES roles and project organization](https://collabase.ch/docs/hermes/roles.md): HERMES roles: project sponsor, project manager, user representative, partner groups user, developer and operator, hierarchy levels, and how to map roles in Collabase. - [HERMES scenarios and modules](https://collabase.ch/docs/hermes/scenarios-and-modules.md): The five HERMES standard scenarios, the twelve standard modules, the mandatory modules, user-defined scenarios, and how to turn a scenario into a Collabase project template. - [HERMES outcomes and document templates](https://collabase.ch/docs/hermes/outcomes.md): HERMES outcomes: documents and states, minimum required documents such as study, project management plan and execution order, and HERMES document templates in Collabase Docs. - [Set up HERMES in Collabase](https://collabase.ch/docs/hermes/collabase-setup.md): Step-by-step setup of HERMES project management in Collabase: workflows, task types, HERMES fields, project templates per scenario, risk and decision registers, approvals. ## User guide ### Core concepts - [Spaces](https://collabase.ch/docs/concepts/spaces.md): Spaces are the top-level workspaces in Collabase. Everything — pages, tasks, test cases, automations, and more — lives inside a space. - [Space settings](https://collabase.ch/docs/concepts/space-settings.md): Configure a space — rename it, manage members, toggle modules, override AI settings, and archive or delete the space. - [Permissions](https://collabase.ch/docs/concepts/permissions.md): How access control works in Collabase — two independent permission worlds: global modules and space modules, each with their own roles and schemes. - [Search](https://collabase.ch/docs/concepts/search.md): Find anything in Collabase instantly — tasks, pages, registry objects, and more — using global search. - [Documents and attachments](https://collabase.ch/docs/concepts/documents.md): Find every file attached to pages and work items in one place, organize it into shared folders, and keep each file's permissions tied to where it was uploaded - [Ai](https://collabase.ch/docs/concepts/ai.md): Where AI appears in Collabase, how to use it, and what changes depending on whether your provider runs locally or in the cloud. - [Collabase ai](https://collabase.ch/docs/concepts/collabase-ai.md): The assistant built into Collabase. Ask it about your work, and let it create and change pages, whiteboards and work items for you. - [Collabase ai skills](https://collabase.ch/docs/concepts/collabase-ai-skills.md): Everything CollabaseAI can do, grouped by subject, with an example of how to ask for each one. - [Profile](https://collabase.ch/docs/concepts/profile.md): Update your personal information, choose your language, manage notifications, change your password, and create API tokens. ### Apps #### Projects - [Projects](https://collabase.ch/docs/projects/overview.md): Projects is Collabase's project management app — tasks, boards, sprints, queues, SLA policies, and custom workflows in every Space. - [Setting Up a Project](https://collabase.ch/docs/projects/project-setup.md): A step-by-step guide to configuring a project from scratch — workflows, task types, field collections, and templates. - [Project Templates](https://collabase.ch/docs/projects/templates.md): Create and manage reusable project configurations that bundle a workflow, task types, and field collections. - [Tasks](https://collabase.ch/docs/projects/tasks.md): Tasks are the fundamental unit of work in Projects. Learn how to create, triage, link, and close tasks effectively. - [Sprints](https://collabase.ch/docs/projects/sprints.md): Group tasks into time-boxed iterations. Plan, run, and review sprints with burndown charts, velocity tracking, and story points. - [Queues](https://collabase.ch/docs/projects/queues.md): Named filtered views within a project. Ideal for support teams, review pipelines, and multi-stage triage workflows. - [SLA Policies](https://collabase.ch/docs/projects/sla.md): Define response and resolution time targets per priority. Track and surface SLA breaches automatically across board and queue views. - [Workflows](https://collabase.ch/docs/projects/workflows.md): Configure custom statuses, transition rules, task types, and per-type field rules to match how your team works. - [The Board View](https://collabase.ch/docs/projects/board.md): The Kanban board view — drag tasks between status columns, configure swimlanes, card fields, and color rules. - [Backlog](https://collabase.ch/docs/projects/backlog.md): The holding area for all tasks not yet assigned to a sprint. Prioritize, filter, and plan sprint content from the Backlog. - [Roadmap](https://collabase.ch/docs/projects/roadmap.md): A Gantt-style timeline view. Tasks with start and due dates appear as bars. Sprint periods appear as colored bands in the background. - [Customer Portal](https://collabase.ch/docs/projects/portal.md): Let external customers submit tickets and track their status without a Collabase account. Configure the portal per project. #### Test Management - [Test Management](https://collabase.ch/docs/test-management/overview.md): Test Management is the built-in quality tool for Collabase — define test cases, run manual tests, record results, and track quality across releases with milestones. - [Test Cases](https://collabase.ch/docs/test-management/test-cases.md): Test cases define what to verify — each has a name, priority, type, status, and a set of ordered steps with expected results. - [Test Runs](https://collabase.ch/docs/test-management/test-runs.md): A test run is an execution session — select cases to test, record a result for each one, and capture a quality snapshot for that point in time. - [Milestones](https://collabase.ch/docs/test-management/milestones.md): Milestones group test runs under a release or quality gate so you can see aggregate pass rates and failure counts across all linked runs. - [Test Suites](https://collabase.ch/docs/test-management/suites.md): Test suites are hierarchical folders for organizing test cases within a project — by feature, component, priority, or any other grouping that makes sense for your team. #### Automation - [Automation](https://collabase.ch/docs/automation/overview.md): Build visual no-code workflows that react to events, apply logic, and take action across Collabase apps and 40+ external services. - [Triggers](https://collabase.ch/docs/automation/triggers.md): Triggers are the starting point of every automation — they listen for an event and fire the pipeline when it occurs. - [Conditions](https://collabase.ch/docs/automation/conditions.md): Condition nodes evaluate data and decide whether an automation branch continues, stops, or takes an alternate path. - [Actions](https://collabase.ch/docs/automation/actions.md): Action nodes perform operations when an automation runs — from native Collabase operations to external service integrations via connectors. - [Node Reference](https://collabase.ch/docs/automation/nodes.md): Complete reference for every node type available in the Collabase Automation builder, organized by category. ##### Connectors - [Automation connectors](https://collabase.ch/docs/automation/connectors/overview.md): All connectors for Collabase Automation by category: communication, calendar, storage, CRM and finance, developer tools, Swiss ERP and HR, AI. ###### Communication - [Slack connector](https://collabase.ch/docs/automation/connectors/slack.md): Set up the Slack connector in Collabase Automation: Bot token authentication, 4 triggers such as Message Posted and 10 actions such as Send Message. - [Microsoft Teams connector](https://collabase.ch/docs/automation/connectors/teams.md): Set up the Microsoft Teams connector in Collabase Automation: OAuth 2.0 authentication, 2 triggers and 6 actions. - [Discord connector](https://collabase.ch/docs/automation/connectors/discord.md): Set up the Discord connector in Collabase Automation: Bot token authentication, 3 triggers such as Message Created and 9 actions such as Send Message. - [WhatsApp connector](https://collabase.ch/docs/automation/connectors/whatsapp.md): Set up the WhatsApp connector in Collabase Automation: API Key authentication, 3 triggers such as Message Received and 5 actions such as Send Text Message. - [Telegram connector](https://collabase.ch/docs/automation/connectors/telegram.md): Set up the Telegram connector in Collabase Automation: API Key authentication, 3 triggers such as Message Received and 9 actions such as Send Message. - [SendGrid connector](https://collabase.ch/docs/automation/connectors/sendgrid.md): Set up the SendGrid connector in Collabase Automation: API Key authentication, 6 triggers such as Email Delivered and 7 actions such as Send Email. - [Twilio connector](https://collabase.ch/docs/automation/connectors/twilio.md): Set up the Twilio connector in Collabase Automation: Basic authentication, 3 triggers such as SMS Received and 6 actions such as Send SMS. - [Email connector](https://collabase.ch/docs/automation/connectors/email.md): Set up the Email connector in Collabase Automation: 1 action (Send Email). ###### Calendar - [Google Calendar connector](https://collabase.ch/docs/automation/connectors/google-calendar.md): Set up the Google Calendar connector in Collabase Automation: OAuth 2.0 authentication, 4 triggers such as Event Created and 11 actions such as Create Event. - [Outlook Calendar connector](https://collabase.ch/docs/automation/connectors/outlook-calendar.md): Set up the Outlook Calendar connector in Collabase Automation: OAuth 2.0 authentication, 4 triggers such as Event Created and 7 actions such as Create Event. - [Calendly connector](https://collabase.ch/docs/automation/connectors/calendly.md): Set up the Calendly connector in Collabase Automation: API Key authentication, 2 triggers such as Event Scheduled and 5 actions such as List Events. ###### Storage & Data - [Google Drive connector](https://collabase.ch/docs/automation/connectors/google-drive.md): Set up the Google Drive connector in Collabase Automation: OAuth 2.0 authentication, 4 triggers and 11 actions. - [Google Sheets connector](https://collabase.ch/docs/automation/connectors/google-sheets.md): Set up the Google Sheets connector in Collabase Automation: OAuth 2.0 authentication, 2 triggers such as New Row Added and 9 actions such as Get Row(s). - [Dropbox connector](https://collabase.ch/docs/automation/connectors/dropbox.md): Set up the Dropbox connector in Collabase Automation: OAuth 2.0 authentication, 2 triggers such as File Uploaded and 6 actions such as List Folder. - [Airtable connector](https://collabase.ch/docs/automation/connectors/airtable.md): Set up the Airtable connector in Collabase Automation: API Key authentication, 3 triggers such as Record Created and 7 actions such as List Records. - [Notion connector](https://collabase.ch/docs/automation/connectors/notion.md): Set up the Notion connector in Collabase Automation: API Key authentication, 2 triggers such as Page Created and 6 actions such as Create Page. ###### CRM & Finance - [HubSpot connector](https://collabase.ch/docs/automation/connectors/hubspot.md): Set up the HubSpot connector in Collabase Automation: API Key authentication, 8 triggers such as Contact Created and 11 actions such as Create Contact. - [Pipedrive connector](https://collabase.ch/docs/automation/connectors/pipedrive.md): Set up the Pipedrive connector in Collabase Automation: API Key authentication, 6 triggers such as Deal Created and 9 actions such as Create Deal. - [Stripe connector](https://collabase.ch/docs/automation/connectors/stripe.md): Set up the Stripe connector in Collabase Automation: API Key authentication, 7 triggers such as Payment Succeeded and 14 actions such as Create Customer. ###### Developer Tools - [GitHub connector](https://collabase.ch/docs/automation/connectors/github.md): Set up the GitHub connector in Collabase Automation: Personal Access Token authentication, 6 triggers such as Push and 7 actions such as Create Issue. - [GitLab connector](https://collabase.ch/docs/automation/connectors/gitlab.md): Set up the GitLab connector in Collabase Automation: API Key authentication, 6 triggers such as Push and 10 actions such as Create Issue. - [Jira connector](https://collabase.ch/docs/automation/connectors/jira.md): Set up the Jira connector in Collabase Automation: Basic authentication, 5 triggers such as Issue Created and 7 actions such as Create Issue. - [Linear connector](https://collabase.ch/docs/automation/connectors/linear.md): Set up the Linear connector in Collabase Automation: API Key authentication, 4 triggers such as Issue Created and 6 actions such as Create Issue. - [Sentry connector](https://collabase.ch/docs/automation/connectors/sentry.md): Set up the Sentry connector in Collabase Automation: API Key authentication, 4 triggers such as New Issue Created and 7 actions such as List Issues. - [Datadog connector](https://collabase.ch/docs/automation/connectors/datadog.md): Set up the Datadog connector in Collabase Automation: API Key + Application Key authentication, 3 triggers and 6 actions. - [PagerDuty connector](https://collabase.ch/docs/automation/connectors/pagerduty.md): Set up the PagerDuty connector in Collabase Automation: API Key authentication, 4 triggers such as Incident Triggered and 6 actions such as Create Incident. ###### Project Management - [Asana connector](https://collabase.ch/docs/automation/connectors/asana.md): Set up the Asana connector in Collabase Automation: OAuth 2.0 authentication, 4 triggers such as Task Created and 6 actions such as Create Task. - [Trello connector](https://collabase.ch/docs/automation/connectors/trello.md): Set up the Trello connector in Collabase Automation: API Key + Token authentication, 4 triggers such as Card Created and 8 actions such as Create Card. - [Monday.com connector](https://collabase.ch/docs/automation/connectors/monday.md): Set up the Monday.com connector in Collabase Automation: API Key authentication, 3 triggers such as Item Created and 7 actions such as Create Item. ###### Swiss ERP & HR - [Bexio connector](https://collabase.ch/docs/automation/connectors/bexio.md): Set up the Bexio connector in Collabase Automation: API Key authentication and 8 actions such as List Contacts. - [Abacus connector](https://collabase.ch/docs/automation/connectors/abacus.md): Set up the Abacus connector in Collabase Automation: Basic authentication and 7 actions such as List Customers. - [Personio connector](https://collabase.ch/docs/automation/connectors/personio.md): Set up the Personio connector in Collabase Automation: OAuth 2.0 authentication and 6 actions such as Get Employee. ###### AI & Utilities - [Collabase (built-in) connector](https://collabase.ch/docs/automation/connectors/collabase.md): Set up the Collabase (built-in) connector in Collabase Automation: 11 triggers such as Task Created and 21 actions such as Search Tasks. - [OpenAI connector](https://collabase.ch/docs/automation/connectors/openai.md): Set up the OpenAI connector in Collabase Automation: API Key authentication and 7 actions such as Chat Completion. - [AI (local) connector](https://collabase.ch/docs/automation/connectors/ai.md): Set up the AI (local) connector in Collabase Automation: API Key authentication and 2 actions such as Generate Text. - [HTTP connector](https://collabase.ch/docs/automation/connectors/http.md): Call any REST API from Collabase Automation with the HTTP connector: one HTTP Request action for GET, POST, PUT, PATCH and DELETE with headers and body. - [Transform connector](https://collabase.ch/docs/automation/connectors/transform.md): Reshape data between nodes with the Transform connector in Collabase Automation: Set Variable, Format Date, Filter Array and JSON Transform. - [Code connector](https://collabase.ch/docs/automation/connectors/code.md): Run your own JavaScript inside a Collabase automation with the Code connector: transform data, compute values and pass results to the next node. #### Time Tracking - [Time Tracking](https://collabase.ch/docs/time-tracking/overview.md): An overview of Time Tracking in Collabase — log time against tasks, manage monthly timesheets, configure billing rules, and run detailed reports. - [Logging Time](https://collabase.ch/docs/time-tracking/logging-time.md): How to log, edit, and manage time entries in the Collabase time calendar using manual entry or the live timer. - [Timesheets](https://collabase.ch/docs/time-tracking/timesheets.md): How monthly timesheet periods work in Collabase — submitting for approval, reviewing as a team lead or admin, and handling rejections. - [Time Reports](https://collabase.ch/docs/time-tracking/reports.md): How to use the Time Reports section in Collabase to filter, drilldown, and save billable time summaries by account, project, task, and user. - [Time Tracking Teams](https://collabase.ch/docs/time-tracking/teams.md): How to create and manage time tracking teams in Collabase — including member entry dates, billable targets, and team lead approval workflows. - [Billing Rules](https://collabase.ch/docs/time-tracking/billing-rules.md): How to configure billing rules in Collabase to define hourly rates, multipliers, flat fees, and non-billable overrides per scope and time period. - [Time Accounts](https://collabase.ch/docs/time-tracking/accounts.md): How to create and manage time accounts in Collabase — billing containers that group time entries by client, retainer, or cost center for reporting and invoicing. - [Holiday & Workload Schemes](https://collabase.ch/docs/time-tracking/holiday-workload-schemes.md): How to configure holiday schemes and workload plans in Collabase to define non-working days and set daily hour targets per user or team. - [Worklog Attributes](https://collabase.ch/docs/time-tracking/worklog-attributes.md): How to configure worklog attributes in Collabase — custom fields that appear on every time entry for activity type, service category, and billing metadata. #### Intranet - [Intranet](https://collabase.ch/docs/intranet/overview.md): The Intranet is Collabase's internal communication hub — announcements, events, quick links, birthday recognition, and more. - [Blog Posts](https://collabase.ch/docs/intranet/blog-posts.md): Blog posts are pages of type BLOG — they have the same rich editing capabilities as standard pages and automatically appear in the Intranet feed when published. - [Events](https://collabase.ch/docs/intranet/events.md): Company events, team meetings, and important dates shared across the organization. - [Quick Links](https://collabase.ch/docs/intranet/quick-links.md): Pinned shortcuts to tools, documents, and external resources — accessible from the Intranet home. - [Birthdays](https://collabase.ch/docs/intranet/birthdays.md): Automatic birthday recognition for team members who have shared their date. #### Registry - [Registry](https://collabase.ch/docs/registry/overview.md): The Registry is Collabase's built-in structured data store — define custom object types, create records, and link them together with typed relations. - [Schema Designer](https://collabase.ch/docs/registry/schema-designer.md): Design your Registry data model visually — create object types, define attributes, and draw relations between types on an interactive canvas. - [Object Browser](https://collabase.ch/docs/registry/object-browser.md): Browse, search, create, and manage registry objects. Filter by object type, view relations, and see tasks linked to each object. - [Schema Settings](https://collabase.ch/docs/registry/settings.md): Configure schema details, control who can see your schema, and manage schema-level actions including deletion. - [Importing Objects from CSV](https://collabase.ch/docs/registry/csv-import.md): Bulk-create registry objects by uploading a CSV file. Map columns to attributes, validate row by row, and create relations in the same import. ## Administration ### Install and run - [Installation](https://collabase.ch/docs/installation.md): Set up Collabase on your server in a few minutes. You need Docker and a Linux server — the installer handles the rest. - [Installation on Kubernetes](https://collabase.ch/docs/installation-kubernetes.md): Run Collabase in your Kubernetes cluster with the official Helm chart. - [Installation on Docker Swarm](https://collabase.ch/docs/installation-swarm.md): Run Collabase as a Docker Swarm stack with managed secrets and rolling updates. - [First Login](https://collabase.ch/docs/first-run.md): What to do after Collabase is installed — your first login, initial setup, and next steps. - [Desktop app](https://collabase.ch/docs/desktop-app.md): Install Collabase as a desktop application on macOS, Windows, and Linux. ### Members and access - [Users groups](https://collabase.ch/docs/admin/users-groups.md): Invite users, assign roles, organize teams into groups, and set up automated provisioning with SCIM. - [Identity providers](https://collabase.ch/docs/admin/identity-providers.md): Let your team sign in to Collabase with their existing company accounts. Configure OAuth, SAML SSO, LDAP, and SCIM under Admin → Identity Providers. - [Security policies](https://collabase.ch/docs/admin/security-policies.md): Control how long a sign-in stays valid, lock out repeated failed logins, and let named people sign in with a password when SSO is enforced. ### AI - [Ai configuration](https://collabase.ch/docs/admin/ai-configuration.md): Connect Collabase to an AI provider, enable semantic search, and understand what each provider can and cannot do. - [Ai costs](https://collabase.ch/docs/admin/ai-costs.md): Which model to run CollabaseAI on, how many tokens a single question actually uses, and what that adds up to on an instance with 100 users. ### Time tracking - [Time Tracking — Admin Setup](https://collabase.ch/docs/admin/time-tracking.md): Admin setup guide for the Time Tracking module in Collabase — accounts, teams, billing rules, holiday schemes, workload plans, and worklog attributes. ### Operations - [Hosting](https://collabase.ch/docs/admin/hosting.md): An overview of how Collabase runs on your server — what services are included, what they do, and what resources they use. - [Sizing & Scaling](https://collabase.ch/docs/admin/scaling.md): How much RAM and CPU Collabase needs for your team, and how to spread it across separate servers as you grow. - [File storage](https://collabase.ch/docs/admin/file-storage.md): Where Collabase stores uploaded files, and how to switch from local disk to S3-compatible object storage. - [Backup](https://collabase.ch/docs/admin/backup.md): How to back up your Collabase data and restore it when needed. There is no built-in backup UI — backups are run from the command line. - [Updates](https://collabase.ch/docs/admin/updates.md): How to update Collabase to a new version. The update script handles everything automatically. - [Troubleshooting](https://collabase.ch/docs/admin/troubleshooting.md): Solutions to the most common issues with a Collabase installation — database, authentication, email, AI, file uploads, and migrations. ## Security and privacy ### Security and privacy - [Security and privacy](https://collabase.ch/docs/security/overview.md): Collabase security and data protection at a glance: privacy policy, processing of personal data, security statement and how to report a vulnerability. - [Security statement](https://collabase.ch/docs/security/statement.md): How Collabase is secured: Swiss hosting or self-hosted operation, SSO and access control, encryption, backups, release cadence, security patches and AI data flow. - [Processing of personal data](https://collabase.ch/docs/security/data-protection.md): Which personal data Collabase stores as an application, who is the controller, where the data lives, what leaves your server and how to deactivate or delete accounts. ## API Reference ### Overview - [API Reference](https://collabase.ch/docs/api/introduction.md): The Collabase REST API — integrate and automate your Collabase instance. ### Pages - [Create page](https://collabase.ch/docs/api/pages/create-page.md): Create a new document or blog page within a space. ### Work Items - [Move work item](https://collabase.ch/docs/api/tasks/move-work-item.md): Move a work item and its sub-items to another project, with an explicit status mapping. ### Test Management - [List projects](https://collabase.ch/docs/api/test-management/list-projects.md): Return all test projects in a space that your API key has access to. - [Create project](https://collabase.ch/docs/api/test-management/create-project.md): Create a new test project inside a space. - [Create test case](https://collabase.ch/docs/api/test-management/create-test-case.md): Create a new test case inside a test project. - [Create test run](https://collabase.ch/docs/api/test-management/create-test-run.md): Start a new test run and automatically enrol all ready test cases. ### Automation - [List automations](https://collabase.ch/docs/api/automation/list-automations.md): Return all automations accessible to the authenticated user. - [Create automation](https://collabase.ch/docs/api/automation/create-automation.md): Create a new automation. - [Get automation](https://collabase.ch/docs/api/automation/get-automation.md): Retrieve a single automation by ID. - [Update automation](https://collabase.ch/docs/api/automation/update-automation.md): Update an automation's name, description, or flow graph. - [Delete automation](https://collabase.ch/docs/api/automation/delete-automation.md): Permanently delete an automation and all its execution history. - [Toggle automation](https://collabase.ch/docs/api/automation/toggle-automation.md): Enable or disable an automation. - [Trigger automation](https://collabase.ch/docs/api/automation/trigger-automation.md): Manually trigger an automation by its ID. - [Webhook trigger](https://collabase.ch/docs/api/automation/webhook-trigger.md): Fire a WEBHOOK-type automation by sending a POST request to its unique URL. - [List connectors](https://collabase.ch/docs/api/automation/list-connectors.md): Return metadata for all installed automation connectors. - [List templates](https://collabase.ch/docs/api/automation/list-templates.md): Browse public automation templates. - [Approval wait-state](https://collabase.ch/docs/api/automation/approval.md): Check and resolve an automation approval gate via its one-time token. #### Executions - [List executions](https://collabase.ch/docs/api/automation/executions/list-executions.md): Get the 50 most recent execution records for an automation. #### Connections - [List connections](https://collabase.ch/docs/api/automation/connections/list-connections.md): List all connector connections accessible to the authenticated user. - [Create connection](https://collabase.ch/docs/api/automation/connections/create-connection.md): Store credentials for a connector as a reusable named connection. - [Test connection](https://collabase.ch/docs/api/automation/connections/test-connection.md): Verify that a saved connection's credentials are valid. ### SCIM 2.0 - [SCIM 2.0 Provisioning](https://collabase.ch/docs/api/scim/overview.md): Automatically manage your users and groups from Okta, Microsoft Entra ID (Azure AD), or Google Workspace. - [Managing Users via SCIM](https://collabase.ch/docs/api/scim/users.md): How user accounts are created, updated, and deactivated automatically via the API. - [Managing Groups via SCIM](https://collabase.ch/docs/api/scim/groups.md): How groups and their members are synchronized automatically via the API. ### Health - [Health check](https://collabase.ch/docs/api/health.md): Check whether your Collabase instance is running. ## Developer ### Building Extensions - [WASM Plugins](https://collabase.ch/docs/developer/wasm.md): Deploy sandboxed, ultra-fast backend logic and event processors via WebAssembly. ## Release Notes ### Releases - [Release notes](https://collabase.ch/docs/changelog/overview.md): Release notes for Collabase, published here from version 1.0 onwards. > The links below point to documentation indexes. Follow each `/_llms/` index recursively until you reach documentation pages. ## Indexes - [German (31 pages)](https://collabase.ch/docs/_llms/de.md): Documentation for German.