What are the different types of users on Clustdoc?

Clustdoc is really a place where people interact, collaborate and work together. When reading about Clustdoc, you'll discover various terms to talk about these 'people'.

These terms include: business users, end-users, recipients, stakeholders, and more. This guide will give you more details on who is who.

1. Business users : your team, colleagues or partners

A business user is someone who is on the business side of the organization. They use Clustdoc as part of their job and would require to have a paid seat to do so, this includes regular users & external members. This is a clear example of what a business user could be: 

Based on your plan, you can add more seats to your account on a per-user basis or increase the number of available seats available in your initial plan.

A quick note about External members

An external member is a person who needs to submit applications on behalf of a group of stakeholders.

It's the middle person either working outside or inside your company who is going to be in charge of submitting the information on behalf of the actual recipients.

Because external members are key points of contact in charge of kicking off your processes, they are considered as business-users submitting applications as part of their jobs, therefore, they need a paid seat. 

2. End-users: your target audience 

An end-user is the person who needs to go through your onboarding steps for your organization to do business with them. They would not need to have access to any sort of dashboard unlike business users. 

We also call them stakeholders in the context of your process, since you could have a primary contact and secondary stakeholders involved in completing your process.

Depending on your industry, your department, or your workflow, this person could be a client, a landlord, a company owner, an investor, a merchant, a student and more.