You can give a user access to specific contact
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What this article covers
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Introducing the different levels of access to a contact
Every user has 1 of 4 levels of access to each contact in your organisation.
Post Update Access
Profile Access
Headline Access
No Access
A user can have different levels of access to individual contacts
For example they can have Post Update Access to some projects and No Access to other contacts
They can even have different levels of access to contacts that are within the same project as them
What each level of access means
What the user can do | |||
Access Level the user has | User can tag the Contact in a story, i.e.
| User can view the Contact’s profile page | User can see the Contact’s name , i.e.
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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 |
How to give a user access to several contacts at once
The fastest way to give a user access to several contacts at once is to add that user to a project.
When a user is added to a project, they by default receive Post Update Access to all the contacts within that project
If you want to then change a user’s access to individual contacts within that project, you can use the steps outlined below
How to set the Level of Access to a single contact
How to do it for several users at once, e.g. for Project Reporters, Project Analysts, Project Managers or Organisation Admins
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
There is a column for every project the contact is part of
There are rows for each type of user
Use the dropdown lists in each cell to set the Level of Access that you want that type of user to have to this contact
How to do it for an individual user
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
The different access levels
A user has one of four Access Levels to each individual beneficiary
Post Update Access
Profile Access
Headline Access
No Access
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Access Level
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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
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User can view the Contact’s profile page
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User can see the Contact’s name , i.e.
on the Manage Contacts page
on the Project Page’s Contacts box
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Post Update Access
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Yes
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Yes
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Yes
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Profile Access
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No
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Yes
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Yes
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Headline Access
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No
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No
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Yes
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No Access
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No
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No
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How to see the level of access that you have to a contact
As a user you can see the level of access you have to each contact: