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You can share a contact with people outside your organisation

External Sharing must be turned on before you can share a contact with someone outside your organisation

Steps

  1. Go to the Contact Profile Page of the contact you’d like to share with someone outside your organisation

  2. Select the padlock icon to open the Privacy Popup for that contact

  3. Enter the email address of the person outside your organisation in the Override text box

  4. Select the email address in the blue highlight

  5. Optionally add a message to that person outside your organisation, e.g. explaining why you are giving them access to this particular contact.

  6. Choose the Access Level you want to give the person to the contact (purple arrow)

  7. Choose the Project you want the person to be part of (blue arrow)

    1. Updates written by the person outside your organisation will be saved in whichever project you select

  8. Press Save Changes

  9. The person outside your organisation will receive an email to let them know that they have been given access to the contact. The email will contain the optional message you wrote.

    1. If the person outside your organisation does not already have a Makerble User Account, they will receive an additional email that contains their login credentials so they can sign in.

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