HHH Posted December 15, 2017 Posted December 15, 2017 Is there a setting so when a new (external) customer is created, an email is sent to them informing them about this and sending their credentials? If not consider this a development suggestion
Martyn Houghton Posted December 18, 2017 Posted December 18, 2017 @m.vandun,@HHH Out of curiosity, do you under your local data protection regulations have to get new external contacts to confirm acceptance of terms of conditions/agree to you holding their personal details when adding them to your system? Cheers Martyn
m.vandun Posted December 18, 2017 Posted December 18, 2017 @Martyn Houghton As is my understanding, per may 2018 (when GDPR will be effective). It should be enough when you address this in your agreement/terms of conditions. In here you should state that user accounts are created based upon personal names etc. This should be enough to be allowed and log an employee of an organization. The organization itself should have in its agreement with their employee that their details can be shared with external parties. This should also be addressed in our own agreement/terms of conditions that we expect for our customers to have this sorted out. For current customers where these terms ar not in effect, I suspect you need to address this to the customer if they want to use personal accounts. Although we only log name, email and possibly phone number these can be used to be tracked to a single person and they should have an opt-out option.
Martyn Houghton Posted December 18, 2017 Posted December 18, 2017 @m.vandun Thanks for the reply. Do you deal with any members of the public or are all you external contacts with external contracted organisations? Cheers Martyn
m.vandun Posted December 18, 2017 Posted December 18, 2017 @Martyn Houghton We only deal with external contracted organizations (B2B) we don't do B2C. Cheers
HHH Posted December 19, 2017 Author Posted December 19, 2017 We also deal with external organisations only and currently have 1500+ customer organisations, each with multiple users
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