Managing Your People Privacy Settings
This tutorial will show you how to manage the privacy settings of the people within your WRMD account.
Only admins can modify these settings.
What are People Privacy Settings?
People Privacy refers to rescuers, volunteers, members, donors, hotline responders – anyone who has given you their personally identifiable information. WRMD helps you to keep their information safe and secure by allowing only administrators and trusted users to have access to anything related to people (such as these settings, links that display information about people, search for people, export people, or combine people).
Step 1
Visit https://www.wrmd.org/signin and log into your account using the username and password that you registered with.
Step 2
To access your account settings, click on your avatar in the upper right corner and choose Settings from the drop-down menu.
Step 3
Click on the People Privacy link.
Step 4
Choose the authorization setting you wish to grant trusted users as it relates to accessing people (Rescuers, Donors, Volunteers, Members, etc.). Remember, by default, only admins can view a person’s private data unless they grant them access via this setting.
Allow Full Access – by default this is set to NO.
Be careful here! By clicking yes, you will be giving ALL of your user's FULL access to ALL people-related pages in WRMD. It also overrides all of the more refined choices you may have made in the other categories below.
More specified settings allow you to be more refined in who can access people in your WRMD account. Under each category is a list of all users in your account. By clicking the box next to a specific person’s email, you allow users to:
- access people from the sidebar
- access a patient’s rescuer
- search rescuers when creating a new record
- create new people
- delete people
- combine people
- users to export people
Note: If you choose to allow users to delete, combine, or export people, you automatically permit them to see people.
Step 5
After making changes, click the Update People Privacy Settings button.
Where do I see People Information in WRMD?
Only administrators (and users granted access to people) will see people links and people searching features. There are two ways to access people in WRMD.
Method #1:
Click on People in the sidebar on the Dashboard home page. You can see a list of everyone who has given their contact information to the organization.
Method #2:
Click on Add New Patient and search for known rescuers.
