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Learn how temporary visibility lets basic users give themselves short-term access to additional records in your Broadstripes project.

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Overview

Temporary visibility is a feature that lets basic users give themselves short-term access to records they wouldn’t normally be able to see under the limited visibility settings. This is useful for specific campaigns, events, or time-limited organizing activities.

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How Temporary Visibility Works

When temporary visibility is enabled:
  • Basic users can add records to their own view for the remainder of their login session
  • Access lasts until the user signs in again, at which point their visibility is rebuilt and the temporary records drop off
  • Administrators can see which people each user has requested
  • The feature works alongside regular limited visibility settings
Temporary vs. Limited VisibilityTemporary visibility is an extension of the limited visibility feature. You must have limited visibility enabled in your project before you can use temporary visibility settings.

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Setting Up Temporary Visibility

  1. Click the Project settings icon in the upper right corner of any page (or press Ctrl-K / ⌘K)
  2. Choose General settings
  3. Enable the Temporary Visibility feature undered the Limited visibility checkbox.

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How Basic Users Get Temporary Access

Administrators don’t hand out temporary access. A basic user requests it for themselves, at the moment they need it:
  1. The user searches for a person who falls outside their limited visibility
  2. The name appears in the search suggestions with a plus icon, marking a record they can’t currently see
  3. When the user selects that name, Broadstripes asks them to confirm: “Temporarily add access to see [name] for the remainder of your login session?”
  4. If they confirm, the record becomes visible to them and their search runs
Access Ends at the Next Sign-inTemporary access lasts only for the remainder of the user’s login session. The next time they sign in, Broadstripes rebuilds their visibility and the temporary records drop off. There is no duration to configure and no notification when access ends.

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Reviewing Temporary Access

Administrators can’t grant, extend, or revoke temporary access, but they can see how it’s being used. On the Members page, the Temporary visibility column shows how many people each member has requested in total, followed by the number requested in the past two weeks in parentheses. Click the count to open that member’s request history, which lists each contact requested, their primary employer, whether the access is still active, and when it was added. For more information on visibility settings, see Limited Visibility and General Settings.