Difference between revisions of "External"

Revision as of 15:45, 3 June 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 User 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.

@@ Line 1: / Line 1: @@
 [[Organization|Companies]] and [[contact]]s 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 [[User#How to Activate Users|activated]] as such.
 * Some common [[User 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 to 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.