What you’ll cover on this page
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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 |
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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 |
What
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does the Redacted
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Access look like?
The Redacted View means that a user can see a contact’s profile page but the name of the contact is anonymised and replaced with a randomly generated alphanumeric code.
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How to turn on
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Redacted Access
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You must be an Organisation Admin to turn on the Vault |
This is done in two stages
First Stage 1: first from the Organisation Preferences page
Then Stage 2: from the Vault Settings page
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You need to get to the Control Panel. If you are not already on that page:
Click More in the top menu
Select Control Panel
You arrive at the Control Panel
Scroll down to the Vault Settings button
Click the button
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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Alternatively, access Vault Settings from the Home Page
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
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Restrictions
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Add a colleague to a project
A colleague is a user who is already part of your organisation
From the Project Colleagues page
Select Our Account (Settings) in the left sidebar
Select Project Colleagues
You will see a row of colleagues and a column for each project
Use the Dropdown menu in each cell to assign the colleague a role on each project you want to add them to
Add a new person to a project
Either ask the person to sign up using this link: https://makerble.com/user-sign-up .
Or invite them to join one of your organisation's progress boards
Once their user account has been created, you can add them to the project from the Edit Project page Add users to a project by searching for their name in the Changemakers, Managers or Analysts field.