Difference between revisions of "External"

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In the [[Organization hierarchy|organization hierarchy]], external companies and contacts are listed under the second tab.
 
In the [[Organization hierarchy|organization hierarchy]], external companies and contacts are listed under the second tab.
  
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<pre>A user can either be internal or external; they cannot be transferred nor hold both internal and external access at once. </pre>
 
==See Also==
 
==See Also==
 
* [[Internal]]
 
* [[Internal]]

Revision as of 13:59, 3 July 2019

Companies and contacts that are associated with the organization that is licensed to use SmartSimple but are not part of that organization.

  • Contacts are always externally associated, and are not considered users until they are activated as such.
  • Some common roles for external users might include: Donor, Organization Contact, External Individual, etc. 
  • An easy way to think of the external user is that they are receiving something from the root organization: for example, external applicants to a grant would be receiving money. 

In the organization hierarchy, external companies and contacts are listed under the second tab.

A user can either be internal or external; they cannot be transferred nor hold both internal and external access at once. 

See Also