Introducing the different levels of access to a contact

Every user has 1 of 4 levels of access to each contact in your organisation.

A user can have different levels of access to individual contacts

For example they can have Post Update Access to some projects and No Access to other contacts
They can even have different levels of access to contacts that are within the same project as them

What each level of access means

	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

The fastest way to give a user access to several contacts at once is to add that user to a project.

When a user is added to a project, they by default receive Post Update Access to all the contacts within that project
If you want to then change a user’s access to individual contacts within that project, you can use the steps outlined below

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
There is a column for every project the contact is part of
There are rows for each type of user
Use the dropdown lists in each cell to set the Level of Access that you want that type of user to have to this contact

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