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About External companies

This document describes what external companies are, how they work, and how to manage them in the Organization Admin.

What are external companies?​

External company (EC) is a method to:

  • Group and manage customer contacts from different organizations.

  • Provide controlled access to contact information.

  • Ensure data privacy between different client organizations.

Purpose of EC​

  • Organize contacts from different companies.

  • Control visibility of contact information.

  • Manage client relationships more effectively.

Examples​

  • Company A is working with customers from companies B and C.

  • Company B might be the parent corporation of company C.

  • The goals of EC are:

    • Group contacts separately.

    • Ensure employees from company B can only see B's contacts.

    • Prevent employees from accessing contacts from company C.

Note: 

- An external company can only have parent external company.

- Employees can only view and search for clients in the external company they are assigned to, not in others, even the parent, same level or child external companies.

Examples​

  • Tech Inc. (Parent EC) includes

    • North America division: US Sales Team.

    • Europe division: EU Sales Team.

  • A US Sales Team member can ONLY see clients in North America Division and CANNOT see clients in Europe division and Tech Inc.

Create an external company​

To create an external company, do as follows:

  1. Sign in to the Organization Admin.

  2. Go to Company Setting > External Companies. Click Create External Company. Alt text

  3. The Add External Company dialog opens. Input the following parameter: 

    • ID of External Company: (Optional) Manually input the ID of the external company.

    • Name of External Company: (Required) Input the name of the external company.

    • Description: (Optional) Input the description of the external company.

    • Parent External Company: (Optional) Select the parent external company for the current EC. Alt text

  4. Once done, click Add.

You have successfully created an external company.

Manage external company​

  1. On the left panel, go to Company Setting > External Company.

  2. A list of external companies appears. Click More (…) at the external company you want to edit: