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You need to have a project before you can create an Participating Contact (Active Beneficiary) |
Participating Contacts are contacts that you add to a Managed Progress Board so that they can
Post Updates
See their own Progress
Discover, discuss and share Tips
Have a sense of community with other Participating Contacts whom you have added to the board
When you turn a Contact into a Participating Contact, you are allowing that Contact to login to Makerble and access the Managed Progress Board. You will therefore need to provide an email address for each Contact whom you want to turn into a Participating Contact, as they will need an email address and password in order to login.
Getting Started with Participating Contacts
Create a Contact
Create a Managed Progress Board
Add Contacts to a Managed Progress Board
Steps
Create a project
Add some goals and sub goals to that project. Ensure that you add a goal and sub goal of each type i.e.
Participation goal
An Outcome goal with
Multipel Choice sub goal (a Scale Indicator )
Tickbox sub goal (a Binary Indicator )
Numerical sub goal (Value Indicator)
Create some beneficiaries and add them to that project
Create a Managed PRogress Board
Add your project to the board
Add the goals and sub goals to the project
Add the contacts you created to the project (you will need to set an Email Address for each contact)
Press Publish
When you do this, the system will turn the beneficiary into an Active Beneficiary. This means that the
email address you added for that beneficiary will now receive an email giving them their own login details for Makerble. I.e., Makerble will create a User Account for that person.
when that person signs in, they will be taken directly to the Progress Board that you added them to
and on the Progress Board they will see all the Goal Cards that relate to the projects they are part of
And they can use the Quick Update button to create a story but whenever they create a story, it is ONLY about their beneficiary record.
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