DRAKE Configuration - Share contacts

1 - Introduction

With MyDrake is possible to share contacts with the workforce real time. Register and send so all the workers of a certain Operational Unit (UOP) or allocated on a defined Contract to receive this information and this is about this article is.


2 - Permissions

To access this functionality the permission “Share Contacts” must be given to the responsible profiles to manage the registration.


To grant this permission, read the article: Granting Access Permissions


3 - Steps

3.1 Go to the page of Sharing Contacts through: Configuration >  Share Contacts.

3.2 Done the access, click on the icon "" To add a new contact which will give two options:

  • Add worker contact

  • Add standalone contact

 


4 - Share worker contacts

4.1 By picking the option "Add worker contact" a window will display an option to select a worker already registered on the system.

 

4.2 After selecting the worker, the options of e-mail, mobile and residential phone can be saved to be sent. Check the information to be shared and click on “Save“.

Note: For each selected option a box will be generated, whether it is e-mail, phone or address that must be shared one by one, to avoid sending sensitive data to a group of workers registered on MyDRAKE.

The process will be explained on the 6th step of this tutorial.


5 - Sharing Standalone Contact

5.1 By selecting the option “Share standalone contact” a window will be displayed with fields to name the conyact, add a description (optional) and select the type of information that will be shared.

Fill in accordingly to your needs.

 

5.2 The sending options are the same as e-mail, phone or address. However, for each type of information here must repeat this process of generating a new contact.


6 - Sharing or deleting already sent information

6.1 To send, click on any of the contact boxes. On the left side of the page a panel will be displayed to set sharing.

6.2 On “Type“ must be informed which registered workers on MyDrake will received the information.

There are three types of options:

  • Contract: Must inform which group of workers will receive the information based on the contract they are allocated.

  • Operational unit: Must inform which group of workers will receive the information based on the Operational Unit they are allocated.

  • Worker’s Operational Unit: Option available only for contacts of workers that are being shared. Only the workers that are allocated on the Operational Unit will access the contact.

6.3 After selecting the type and fill as requested, the icon “" of sharing will be available. Click on it and now all accounts on MyDrake of the workers will have access to this information.

6.4 Caso queira parar de compartilhar esse contato, basta clicar sobre a caixa de contato e excluir o compartilhamento na coluna lateral clicando no "x".

 

7 - Shared Contact

The worker will have access to the shared contact on MyDrake, through the mobile application or the website www.drake.bz/my 

On MyDRAKE it will be on the tab “Contacts”.

 



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