Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Next »

You can give a user access to specific contact

What the different levels of access to a contact are

A user has one of four Access Levels to each individual beneficiary

  • Post Update Access

  • Profile Access

  • Headline Access

  • No Access

What the user can do

Access Level the user has

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

User can view the Contact’s profile page

User can see the Contact’s name , i.e.

  • on the Manage Contacts page

  • on the Project Page’s Contacts box

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 another user access to a contact

  1. Access the Contact Profile Page of the contact you want to give a user access to

  2. Select the padlock icon in the top left corner of their Contact Profile Page

  3. You arrive on the Manage Access Popup for that contact

  4. Type the email address or name of the user that you want to share this contact with

  5. 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)

  6. Optionally add a message that your colleague will receive

  7. In the Post Updates dropdown list, choose the level of access you want to give the user

  8. 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

  9. Press Save Changes

  10. The popup closes and your colleague will receive an email letting them know that they now have access to the contact

Related articles

  • No labels