Contact Types
Overview of Contact Types
Available contact types are summarised in the following table.
Role | Description |
---|---|
Contact | Generic user within the system (may or may not have a login). |
Member | Has username and password and is able to login to the application and access their My Account page. |
Customer | Anyone who has been marked as a lead OR has an opportunity, talent placement, customer order, etc. |
Participant | A contact who has registered for a course. |
Affiliate | Contact that has a profile associated with the account which gets assigned a unique code for referrals. Affiliates get access to the affiliate interface. |
Provider | Every event (class) is associated with a provider. Providers get access to the provider interface. |
Expert | Can have an expert profile on the site, can be selected as an instructor for a course. |
Staff | Staff users can be configured to receive notifications and have certain roles (permissions) for the back end administration. |