Difference between revisions of "External"

From SmartWiki
Jump to: navigation, search
 
(9 intermediate revisions by 3 users not shown)
Line 1: Line 1:
Companies and contacts that are associated with the organisation that is licensed to use [[SmartSimple]] but are not part of that [[Organisation|organisation]].
+
[[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 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. 
 +
 
 +
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==
 +
* [[Internal]]
 +
 
 +
* [[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.

See Also