Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Users outside your company should generally go to the External Users table, while Employees should go into the Employees table. We recommend that all individuals who are involved with your company, even people who are not able to access the system as a user, be stored in the system as either an Employee or an External User. The primary benefit of adding them all is that email notifications can be sent to them via Agiloft if needed. This gives people users like vendors suppliers or leads the potential to interact with the system, if it becomes necessary.

...