Difference between revisions of "External"
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* [[Contacts]] are always externally associated, and are not considered [[users]] until they are [[User#How to Activate Users|activated]] as such. | * [[Contacts]] are always externally associated, and are not considered [[users]] until they are [[User#How to Activate Users|activated]] as such. | ||
| − | * Some common [[User roles]] for external users might include: Donor, Organization Contact, External Individual, etc. | + | * Some common [[User Role|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 [[The Root Company|root organization]]: for example, external applicants to a grant would be receiving money. | * An easy way to think of the '''external '''user is that they are ''receiving ''something from the [[The Root Company|root organization]]: for example, external applicants to a grant would be receiving money. | ||
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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| + | '''Note''': ''A user can either be internal or external; they cannot be transferred nor hold both internal and external access at once.'' | ||
==See Also== | ==See Also== | ||
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* [[Organization hierarchy]] | * [[Organization hierarchy]] | ||
| + | * [[User]] | ||
| + | * [[User Role]] | ||
| + | * [[Roles and Security Settings]] | ||
[[Category:Glossary]] | [[Category:Glossary]] | ||
Latest revision as of 10:11, 9 August 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.
Note: A user can either be internal or external; they cannot be transferred nor hold both internal and external access at once.
