Multiuser setup: sharing subsets of contacts based on username tags

[Alexey Panteleev]

Hello,

 When you have multiple users synchronizing their Gmail or MS Exchange contacts (lets call those "individual account")

with Highrise it is usually  a good idea to set up username based sync enabling and external tags in your connectors, so that:

1. A user could pick up only a subset of his/her contacts from Highrise, only those tagged with a his/her username

2. A user could send only a subset of his/her individual contacts into Highrise

3. New contacts imported into Highrise from individual accounts would be auto-tagged with usernames

 Here is one way of doing this (should be done for each user with his/her own user identifying tag 'username'):

Highrise connector:

 - syncEnablingTag=username

 - extName=Highrise

Individual account (Gmail or Exchange) connector:

 - syncEnablingTag=Highrise

 - extName=username

 This way only contacts tagged with 'username' in Highrise are marked for syncing for the user,

and only contacts tagged with 'Highrise' in the individual account are marked for syncing for the user.

When writing a Highrise contact in the individual account the Highrise tag will be applied,

and when writing an individual account contact in Highrise the 'username' tag will be applied.

  We usually match the the individual account's extTag with Highrise's syncTag and the Highrise's extTag with

the individual account's syncTag so that no more unnecessary extra tags are created.

 The external tags also have a canceling effect, i.e. the 'Highrise' tag will be stripped off of an individual account's contact

when updating in Highrise because that is the Highrise’s external tag, and the 'username' tag will be stripped off of a Highrise contact

when updating in the individual account because that is the individual account’s external tag.

Cheers.

-Alexey