External

Revision as of 10:11, 9 August 2019 by Mark Bridger (talk | contribs)

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Revision as of 10:11, 9 August 2019 by Mark Bridger (talk | contribs)

(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)

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.

See Also