Engage Groups are available to anyone licensed for Membership and allow individuals to connect with fellow group members.

Accessing Individuals

Anyone who has your Engage URL can create an account and access Engage. However, access to information for individuals is controlled by the groups and lists in your CDM+ Database. That is, when a member who has a record in your database logs into their Engage account, they can see the groups of which they are members. If they access that group, they will see the other members of the group. They can then tap on an individual in the group to retrieve that person's public contact information.

If someone creates a new Engage account their individual record will not be connected to any groups. As a result, this new Engage user will only be able to see their own contact information and none of the groups in your database. The new individual will only be able to view other individuals after you assign groups and codes to the new record.

Individuals marked Do Not Print will never appear in any group and cannot be access by other individuals through Engage.

Configure Groups

You can allow access for all groups in your database by checking Allow access to all groups.

For more control over which groups appear in Engage and, by extension, which Individuals can view other individuals, un-check Allow access to all groups and instead enable selected groups.

  • Unselected Groups lists all the individual groups and codes in your CDM+ database
  • Selected Groups lists the groups that will be displayed in Engage

To allow access for that group in Engage, double-click the group name in the left-hand column. To remove access for a group, click on the group name in the right-hand column.

You can grant and remove access to entire Group Types at one time by double-clicking on the Group Type or Code name.


Be sure to save your changes when you are ready. Click Discard Changes to revert to the previously-saved changes.