🚩 Only applicable to agencies with the consent permissions feature enabled
VerticalChange's Consent-Level permissions feature allows you to specify whether or not a particular contact has consented to share their data, and if not, specify which users in your system are not allowed to view their data.
Set-Up
Once the feature is enabled, you can set-up the feature by determining which contact type you'd like to grant/restrict access to. Go to Forms -> Contact Forms and click Customize next to the contact type you'd like to update.
The first step is to add a question to the Contact Form that asks whether or not this contact has given consent. This should be a "Yes/No" field:
Once you have added the appropriate question, give it a slug of vc__grants_consent__. This slug is important and should not be excluded/changed!
Once the field and slug has been added, scroll to the top of the Contact Form, to the "Grants consent to Permission Set" section.
Here, you will select which types of users - based on their permission set - should have access to the contact, regardless of whether consent has been granted.
For example:
I create a Child A, and my "Does the child give consent to share data with this agency?" question has been selected - indicating 'Yes'.
I then create a Child B, and my "Does the child give consent to share data with this agency?" question has not been selected - indicating 'No'.
If I've selected the "Administrator" permission set above, here is what my users will see when they log in to the system:
Administrator User will see Child A & Child B
Program Manager User will see Child A, but not Child B
Make sure to only select the permission set that is allowed to see contact data, even if they have not given their consent to share.
You can select more than one permission set by clicking on one, then holding the CTRL (Windows) or Command (Mac) button, while selecting the others
Adding Contacts
Once this has been set-up in your contact form, you and any other user can add new contacts.
When creating contacts, if the contact has given consent, check the box:
If the contact has not given consent, leave the box unchecked:
You can update any contact's consent-level at any time by navigating to the contact's Dashboard, clicking on the Details tab, then clicking on 'edit' next to the Contact Form.
You can also import new contacts with the consent-level question included in the Contact Form.
Important! When importing, the import options MUST be 'Yes' or 'No'.