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What is the difference between an Account, a Contact, an Organisation, an Employee, and a User

What is the difference between an Account, a Contact, an Organisation, an Employee, and a User




Organisation: The ActiveDEMAND record that groups Contacts with the relationship Employer

Employee: A Contact is employed by the Organisation.

Contact: A Contact is an ActiveDEMAND record that contains the metadata, the activity history, etc for a single person with one or more email addresses and/or phone numbers.

Account: An Account is a special case of an Organisation. The Account is the entity that contains

Employees (contacts that work for the Account)
Users (Employees of the Account that have login accounts)
Contact database (collection of Contacts that do not work for the Account and Organisations)
Assets
Automation
Custom fields and settings
Etc

An Account is tied to a single website domain.

User: An employee of the Account that has a login account.

Consider reading:

How do I add users (login accounts) to my ActiveDEMAND account?
How do I add a client account?

Updated on: 07/12/2022

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