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Sharing Settings for Outreach

This article provides details for how Sharing Settings options control how much or how little information is displayed for an agency within Outreach.

Overview

The display of location data within Outreach is subject to the sharing settings of the agency the user entering the location data belongs to (or is switched into). 

Within Outreach, the following icons and information are displayed:

Code

Definition

Appearance on Map

Appearance in Encampment Screen

🟩 

Marker on map (including First and Last Name)

 zoomed out  zoomed out

 zoomed in  zoomed in

 jane doe

🟨

Uploaded Client Profile image (if applicable) (including First and Last Name)

 john doe map john doe camp

 🟦 

Clicking the marker displays Profile Info pop-up (includes First and Last Name, DOB, Location Address, and Location Date)

 2021-10-27_09-33-20 2021-10-27_09-33-20

🟧

View button within Profile Info pop-up (navigates to Client Profile)

 view button view button

⬜

Client locations not visible on map but counted in Encampment as a “private client”

n/a

 private client

The following Sharing Settings configuration options are available to control how much or how little information is displayed for an agency within Outreach. For more information on Sharing Settings, see Introduction to Sharing Client Data. 

Location Tab-Based Location Data

(Addresses, Field Interactions)

 

Location =
"Full Shared"

Location =
"Basic Shared"

Location =
"Not Shared"*

Clients Created =
"Full Shared"

 🟩   🟨   🟦   🟧 🟩   🟨   🟦   🟧

⬜

Clients Created =
"Basic Shared"

 🟩   🟨   🟦  🟩   🟨   🟦 

⬜
Clients Created =
"Not Shared"*

⬜

⬜

⬜

 *or set to Private in the client record.

Field and Service Location Data

(Geolocation Fields and Geolocation-enabled Service Items)

 

Service / Programs / Assessments Placed =
"Full Shared"

Service / Programs / Assessments Placed =
"Basic Shared"

Service / Programs / Assessments Placed =
"Not Shared"*

Clients Created = "Full Shared"

 🟩   🟨   🟦   🟧 🟩   🟨   🟦   🟧

⬜

Clients Created = "Basic Shared"

 🟩   🟨   🟦  🟩   🟨   🟦 

⬜
Clients Created = "Not Shared"*

⬜

⬜

⬜

*or set to Private in the client record.

Updated: 04/16/2025