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What you’ll cover on this page
| Table of Contents |
|---|
What is Redacted Access?
...
Table of what a user will see when the Vault is turned on
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 |
|---|---|---|---|---|---|
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 |
What is the Redacted View?
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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.
How to add a user to a project when Redacted Access is turned on
When redacted access is on, in order to add an existing or new user to a project, you must be a Project Manager of that project.
A user who is an Organisation Admin but not a Project Manager of a particular project, will not be able to add a user to that project
This is to ensure the integrity of Redacted Access such that only users with permission to view the contacts within a project may permit other users to view those same contacts.