You can give a user access to specific contact
Steps
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
Access Level | 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.
|
---|---|---|---|
Post Update Access | Yes | Yes | Yes |
Profile Access | No | Yes | Yes |
Headline Access | No | No | Yes |
No Access | No | No | No |