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What is the Vault?
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Scenario | Is the user a project manager, project reporter or project observer of a project that the contact is in? | Is the user an Organisation Admin? | Has the user been given Vault Access? | What the user can see before the Vault is turned on | What the user can see once the Vault has been turned on |
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Scenario 1 | Yes | No | No | Full access to the contact’s profile page | Full access to contact’s profile page |
Scenario 2 | No | Yes | Yes | Full access to the contact’s profile page | A Redacted View of the contact’s profile page - the name of the contact is anonymised |
Scenario 3 | No | Yes | No | Full access to the contact’s profile page | They cannot access the contact’s profile page |
Scenario 4 | No | No | No | They cannot access the contact’s profile page | They cannot access the contact’s profile page |
Scenario 5 | No | No | Yes | Not Applicable | A Redacted View of the contact’s profile page - the name of the contact is anonymised |
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Click More in the top menu
Select Control Panel
You arrive on at the Control Panel
Scroll down to the Organisation Preferences
Click that button
You arrive on the Organisation Preferences page
Scroll down to the Enable Vault checkbox
Tick the checkbox
Scroll down to the bottom of the page and press Save
Now you can move to Stage 2
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The Vault settings can also be accessed from the Home page.
Click on the clog ⚙️ icon of your organisation.
Select Vault Settings (if this option isn’t available you first need to enable vault from organisation preference page).
You arrive on the Vault Settings page.
Tick the checkbox Add all contacts to the vault
Tick the checkbox Anonymise all the contacts in the vault and make those contacts accessible to specific users
In the Add users who should be given access to anonymised contacts in the vault text box, enter the names of users to whom you want to give Redacted Access across every contact who is outside their projects.
Press Save.
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