![]() A Resource Viewer needs to have a user license under a Business or Enterprise account. ![]() Resource Viewers in Legacy Resource Management can to track everyone in the account's allocation percentage across all sheets. Anyone on the account can share and send information to the groups created by the Admin.Ī Group Admin needs to also have a license. Group Admins can create and manage groups (for more on groups see: Create and Manage Smartsheet Contact Groups) based on contacts in their Smartsheet Contact List (see the Contact List article for more info). System Admins are designated to manage users and adjust settings for everyone in the account.ĭetails on this are available in the Managing Users help article.Ī System Admin does NOT need to have a license. Not sure which plan type you have? See Identify Your Smartsheet Plan and User Type. The features here are not available for Pro plans. For more information about sharing permission levels, see Sharing Permission Levels. Your sharing permission level (Viewer, Editor, or Admin) designates what you can and can't do within a sheet and may vary from sheet to sheet. NOTE: Your user type is NOT related to the access you have in sheets. We have found the Household model a better fit for most of the B2C organization we have worked with but in some situation maintaining an Account and Contact may be double-entry for users where they don’t have a need to store information about household relationships.Your user type designates what you can and can't do with your Smartsheet account. The Salesforce consultant you work with will be able to recommend which model your organization should use. For example, for a membership program with family benefits, the expiration date will likely be at the Account (household) level, but a dealership tracking Lease Expiration date would want this information at the contact level since each family member may have different vehicles. ![]() This will be different for every company. Think of auto dealerships, insurance providers, nonprofit organizations with membership options.Īn important consideration when using Households is what information to store on Contacts and what to store on the Accounts. This model is a good fit for B2C companies that have a high-touch and more relationship-based approach to customer acquisition and retention. With this model, we use the Account object as the Household and Contacts as individuals within the Household. Unlike Person Accounts, the Household Model does not require an architectural change in Salesforce and there is nothing to enable. Though the user sees a single record, there is actually one account record and one contact record created in the background, therefore there is more storage taken up with this model.For example, some email marketing solutions only sync with Salesforce Contacts. Some AppExchange apps and other third-party applications that integrate with Salesforce may not support Person Accounts.Once enabled, you cannot disable it (though you do have the option to deactivate the record type for the user’s profiles).Here are a few things to consider before enabling Person Accounts: Some of the disadvantages of using this model are from the admin side. ![]() For the Salesforce user, this customer would be a single Account record, so it’s easier to manage. In a situation like this, they’ll store minimal information about the customer. For example, a B2C SaaS company may have the option for a user to sign-up and use the software online without the need to get an account executive involved. The Person Account is usually a good fit for B2C businesses with a low-touch sales process. Enabling it also gets rid of the required Company field on the Lead object. Enabling Person Accounts extends the Account object to allow you to store information about a person, such as first name, last name, and email address. Y default, Salesforce Accounts store information about businesses or other entities.
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