The Community Data Solutions CRM system allows Users to be created as Regular or Light Users.
All Users can be added to the database by a User that has the Manager Role.
Managers are able to:
– Edit User Permissions – restrict or provide access to features/records, deactivate users
– Reset User Password – change passwords if required
– Create New User – create new users
– Create a Light User – create light users or change a user to a light user
Regular Users
Regular Users (Full Users) have access to the database 24/7 and Customers are charged for a minimum of 5 users (refer to User Charges below).
Tip: If you only have 4 users in the database you will be charge for 5
If you need to create a new user refer to Create a New User .
Light Users
Some organisations may have volunteers or casual users who do not require daily access to the database.
Light users are a suitable, cost-effective alternative to provide access to these users (refer to User Charges below).
If you need to create new Light User or change a User to a Light User refer to Creating a Light User
Tip:
You could extend the access by doing one of the following
If you just need the Light User to have access for extra days this month
- You could change the Light User from a Light User to a Full User and leave them like that for the rest of the month, this would incur a charge the same as what you would get charged for a Full User for the month.
At the end of the month to ensure you don't get charged for the User as a Full User for the next and following months, you will need to change them back to a Light User
Note: that CDS won't be responsible for changing the user back to a light user this is something you will need to do but you could contact our support team to help you do this.
- Change the Light User to a Full User and you will be charged the standard fee of a Full User per quarter for that user.
User Charges
Standard Pricing
Customers using this pricing structure are charged on a per-user basis, with a minim of 5 users.
Description | Price |
---|---|
5 – 20 Users (minimum 5 users) | $63 / month * discounts applicable for more than 20 users. |
Lite users * | 20% of full user fee for one day per week* |
By default, Lite Users are charged at 20% of the regular user fee to access the database the equivalent of 1 day / week. Other arrangements can be made on a pro rata basis.
- For example, Lite Users may be charged at 40% and have 2 days of access.
- The pro-rata configuration of Lite Users is on a system-wide basis and can not be customised per user.
Lite Users can be denied access once they reach their quota, or alternatively access can still be granted and you will be charged as a full user for that quarter.
Full Users (Regular Users) can access the system 24 / 7.
The number of Full Users (Regular Users) and Lite Users are calculated at the end of each billing period (usually a calendar-year quarter).
If not sure what you should do contact our support team via email on support@communityds.com.au and we can talk about options for Light Users who have exceeded their quota
Further Information
For information on how to create a User, refer to the following article: