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.
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 users & external members. We also call them teammates or colleagues.
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.
An end-user is the person who needs to go through your onboarding steps in order 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.
End-Users, Stakeholders, Primary contact,
Client, recipients examples
|Real estate||Tenants, Landlords, Property Owners, Agents|
|HR||Future hires, Job Applicants|
|Financial Services||New client|
|Marketing||Clients, Partners, Speakers, Writers|
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