Customers
In the Customers area you can manage customers, groups, smart groups, organisations and roles.
Key entities in Customers area are Person, Organization and Group. Permissions are added to groups, and Persons gets the permissions of the Groups they are assigned to. Persons can be added to Organizations and can have different Roles.
A person, group or an organisation needs to have a field template. A field template specifies what information can be stored in each object.
A role can be the connection between a person and an organisation.