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As users they have their own login credentials
Permission |
---|
Contacts | Contacts with Participant Passes |
---|
('Active Participants') | Colleagues | ||
---|---|---|---|
No | Yes | Yes | |
Surveys | |||
Yes | Yes | No |
View the records of one or more contacts
Yes
No
Can login and complete a survey on behalf of a contact | No | No | Yes |
CRM (case management, learner management, participant management) | |||
Can create stories about one or more contacts while logged in |
No | Partial: can only post an update that tags themselves as the contact in the story |
View project-level progress on a project page
Yes
No
View project-level progress via a Board
Yes
No
Yes | |||
Can complete a Referral Form that is accessible via a publicly available link (no sign-in required) | Yes | Not Applicable | No |
Can create contacts while logged in | No | No | Yes |
Can view the records of one or more contacts while logged in | No | No | Yes |
Progress: adding, analysing and reporting | |||
Can view contact-level progress via a Board |
No | Partial: can only see progress that colleagues have permitted that contact to see; and they can only see progress relating to their contact record |
Yes | |||
Can view project-level progress on a project page | No | No | Yes |
Can view project-level progress via a Board | No | No | Yes |
Can view album-level progress on a project page | No | No | Yes |
Can view album-level progress via a Board | No | No | Yes |
Learning (collaborative knowledge base) - reflecting, discussing and collating | |||
Can create tips while logged in | No | Yes | Yes |
Can view private tips while logged in | No | Yes | Yes |
Can view public tips without needing to sign in | Yes | Yes | Yes |
Community | |||
Can comment on stories and survey responses | No | Yes | Yes |
Like stories
Can like stories and survey responses | No | Yes | Yes |
Messaging | |||
Can send chat messages to other contacts with participation access | No | Yes | Yes |
Can login and send emails to contacts | No | No | Yes |
Can receive a broadcast email in their usual email inbox that was sent by a Makerble User | Yes | Yes | No |
Can login and send SMS messages to contacts | No | No | Yes |
Can receive a broadcast SMS that was sent by a Makerble User | Yes | Yes | No |
Can send chat messages to other |
Makerble Users | No | No | Yes |