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You can restrict who can access a story by changing the story’s privacy level.

These are sever Story Privacy Levels. They are available as a dropdown list on the Create/Edit/View Story pages

Who can see the story

Everyone

Anyone, whether they are signed in or not

Organisation Colleagues

Only people who part of the charity that owns the project that the story is about

Project Colleagues

Only people who are Project Observers/Reporters/Editors of the project that the story is about

Case Colleagues, Project Managers and Organisation Admins

Only people who are Case Workers or Case Owners of the Case that the story is tagged to. In addition to these people, the Project Manager of the project that the story is about can see the story; as can the Organisation Admin of the charity that owns the project that the story is about.

Specific People

This produces a text box where user must enter the name of one or more people who will be able to view the story

Only Me

In addition there are a couple of further options that work in addition to the dropdown settings above:

  1. Allow tagged Active Beneficiaries to view the story

  2. Allow other Active Beneficiaries in my projects to view the story (this option is only available to users who are Active Beneficiaries)

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