Difference between revisions of "External"
From SmartWiki
Mark Bridger (talk | contribs) |
|||
| (2 intermediate revisions by one other user not shown) | |||
| Line 6: | Line 6: | ||
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. | ||
| + | |||
| + | |||
| + | '''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== | ||
| Line 11: | Line 14: | ||
* [[Organization hierarchy]] | * [[Organization hierarchy]] | ||
| + | * [[User]] | ||
| + | * [[User Role]] | ||
| + | * [[Roles and Security Settings]] | ||
[[Category:Glossary]] | [[Category:Glossary]] | ||
Latest revision as of 11:11, 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.
