An Overview of User Accounts and 'Partner' Contacts
For each user account within a company, the Bridge platform creates a corresponding “shadow” partner contact. If there are any changes or edits to a user account, the platform will automatically update the corresponding partner contact entry.
This allows admins to monitor user activities in the same way they monitor contacts and allows admins to convert contacts into new user accounts.
How does the platform generate partner contacts for new user accounts?
When an admin creates a new user account, the Bridge platform will make the following validation checks:
Is the username unique across the whole install?
Are the user’s email address and phone number unique across the company?
If the user belongs to the “base” company (i.e. that same company as the admin), then the platform will check the email and phone number for each contact in the user’s contact list.
If there is a match, then the platform will convert that entry into a partner contact.
If the user’s email and phone number are unique across the contact list, the platform will create a new partner contact entry instead.
If the user belongs to a different company (for example, if a Site Admin is creating a user account in a new company or a Super Admin has temporarily switched to a partner company), the platform will first generate the user account, and then generate a partner contact within that account.
Once the platform has completed all validation checks, it will generate a user account and partner contact. It will remember any new contact data entry fields, and begin generating reporting data on user activities.
How does the platform keep partner contact data in sync with user account data?
Are the user’s email address and phone number unique across the company?
Are the user’s email address and phone number unique across the user’s contact lists?
If yes, the platform will update the partner contact entry to match the new user account information. If not, the editing attempt will fail.
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