Can login to Makerble and access their own user account

No

Yes

Yes

Surveys

Can be invited via email to complete a survey

Yes

Yes

No

Can login and complete a survey on behalf of a contact

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

Progress: adding, analysing and reporting

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 project-level progress aggregated progress from a single project on a project page (while logged in)

No

No

Yes

Can view project-level progress via a Boardaggregated progress across individual projects on a Progress Board (while logged in)

No

No

Yes

Can view album-level progress on a project pageaggregated progress from a single album on an album page (while logged in)

No

No

Yes

Can view album-level progress via a Boardaggregated 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

Can login and send emails to contacts

No

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 SMS messages emails to contacts

No

No

Yes

Can receive a broadcast SMS that was sent by a Makerble User

Yes

Yes

login and send SMS messages to contacts

No

No

Yes

Can send chat messages to other 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