Colleagues and Contacts with Participation Access are both Users.
As users they have their own login credentials
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Permission
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Colleagues
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Contacts with Participation Access
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Create contacts
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Yes
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No
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View the records of one or more contacts
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Yes
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No
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Create stories about one or more contacts
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Yes
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Partial: can only post an update that tags themselves as the contact in the story
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View project-level progress on a project page
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Yes
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No
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View project-level progress via a Board
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Yes
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No
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View contact-level progress via a Board
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This article explains the differences between:
Comparison table
Contacts | Active Participants | Colleagues | |
|---|---|---|---|
Can login to Makerble and access their own user account | No | Yes | Yes |
Surveys | |||
Yes | Yes | No | |
Can login and complete a survey on behalf of a contact | No | No | Yes |
Progress: adding, analysing and reporting | |||
Can view their own progress towards a particular goal (while logged in on a Progress Board) | No | Yes | Yes |
Can add progress they have made towards a particular goal (while logged in on a Progress Board) | No | Yes | Yes |
Can view progress made by (or about) a single contact progress via a Board (while logged in on a Progress Board) | No | Partial: can only see progress that colleagues have permitted that contact to see; and they can only see progress relating to their own contact record | |
Yes | |||
Can view aggregated progress from a single project on a project page (while logged in) | No | No | Yes |
Can view aggregated progress across individual projects on a Progress Board (while logged in) | No | No | Yes |
Can view aggregated progress from a single album on an album page (while logged in) | No | No | Yes |
Can view aggregated progress across individual albums on a Progress Board (while logged in) | No | No | Yes |
Learning (collaborative knowledge base) - reflecting, discussing and collating | |||
Can create tips while logged in | No | Yes | Yes |
Can view private tips while logged in | No | Yes | Yes |
Can view public tips without needing to sign in | Yes | Yes |
Yes | |||
Community | |||
Can comment on stories and survey responses | No | Yes | Yes |
Can like stories and survey responses | No | Yes | Yes |
Messaging | |||
Can send chat messages to other contacts with participation access | No | Yes | Yes |
Can receive a broadcast email in their usual email inbox that was sent by a Makerble User | Yes | Yes | No |
Can receive a broadcast SMS that was sent by a Makerble User | Yes | Yes | No |
Can login and send emails to contacts | |||
No | No |
Yes |
Can login and send SMS messages to contacts |
No | No |
Yes |
Can send chat messages to other |
Yes
Makerble Users | No | No | Yes |
CRM (case management, learner management, participant management) | |||
Can create stories about one or more contacts while logged in | No | Partial: can only post an update that tags themselves as the contact in the story | Yes |
Can complete a Referral Form that is accessible via a publicly available link (no sign-in required) | Yes | Not Applicable | No |
Can create contacts while logged in | No | No | Yes |
Can view the records of one or more contacts while logged in | No | No | Yes |