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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

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

...

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

Info

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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  1. You need to get to the Control Panel. If you are not already on that page:

    1. Click More in the top menu

    2. Select Control Panel

    3. You arrive at the Control Panel

  2. Scroll down to the Vault Settings button

  3. Click the button

  4. You arrive on the Vault Settings page.

  5. Tick the checkbox Add all contacts to the vault

  6. Tick the checkbox Anonymise all the contacts in the vault and make those contacts accessible to specific users

  7. 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.

  8. Press Save

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Alternatively, access Vault Settings from the Home Page

  1. The Vault settings can also be accessed from the Home page.

  2. Click on the clog ⚙️ icon of your organisation.

  3. Select Vault Settings (if this option isn’t available you first need to enable vault from organisation preference page).

  4. You arrive on the Vault Settings page.

  5. Tick the checkbox Add all contacts to the vault

  6. Tick the checkbox Anonymise all the contacts in the vault and make those contacts accessible to specific users

  7. 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.

  8. Press Save.

How to add a user to a project when Redacted Access is turned on

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Info

Restrictions

  • When Redacted Access is enabled, you must be a project manager or a project in order to add

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  • another user to

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  • that project

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  • 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

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  • so that only users

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  • who have permission to view

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  • contacts within a project may permit other users to view those same contacts.

Add a colleague to a project

A colleague is a user who is already part of your organisation

From the Project Colleagues page

  1. Select Our Account (Settings) in the left sidebar

  2. Select Project Colleagues

  3. You will see a row of colleagues and a column for each project

  4. 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.