You can give a user access to specific contact

What this article covers

Table of Contents

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What the different levels of access to a contact are

A Every user has one of four Access Levels to each individual beneficiary1 of 4 levels of access to each contact in your organisation.

A user can have different levels of access for different contacts

	What the user can do
Access Level the user has	User can tag the Contact in a story, i.e. see the Complete Survey button on the Contact’s profile page see the Build A Story section at the top of the Contact’s profile page (unless Build A Story has been disabled at the charity level) see the beneficiary’s name while creating stories using the Quick Update popup	User can view the Contact’s profile page	User can see the Contact’s name , i.e. on the Manage Contacts page on the Project Page’s Contacts box
If a user has Post Update Access	Yes	Yes	Yes
If user has Profile Access	No	Yes	Yes
If user has Headline Access	No	No	Yes
If user has No Access	No	No	No

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Access the Contact Profile Page of the contact you want to give a user access to
Select the padlock icon in the top left corner of their Contact Profile Page
You arrive on the Manage Access Popup for that contact
Type the email address or name of the user that you want to share this contact with
As you type the user’s Name or Email Address, Makerble will search for users with that name. (You can only add users within your organisation. To add users outside your organisation, turn on External Sharing)
Optionally add a message that your colleague will receive
In the Post Updates dropdown list, choose the level of access you want to give the user
In the Choose a project dropdown list, choose the project you want your colleague to be able to post updates within and see the updates relating to that contact from
Press Save Changes
The popup closes and your colleague will receive an email letting them know that they now have access to the contact