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 feeĀ to access the database the equivalent of 1 day / week.
- For example, Lite Users may be charged at 40% and have 2 days of access.
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: