Advice and answers from the Tribal Habits Team

What's the difference between Staff, Client and Prospect users?

When creating a new user, each user can be designated as one of three types - staff, clients or prospects.
Written by David King
Updated 2 months ago

When creating a new user, each user can be designated as one of three types - staff, clients or prospects.

  • Staff - These are users 'internal' to your organisation. So typically employees, but perhaps also contractors or similar users who work within your business.
  • Clients - These are users 'external' to your organisation but known to you. So typically your own customers and clients. You might use Tribal Habits for client meeting preparation topics or customer education.
  • Prospects - These are also users 'external' to your organisation, but perhaps initially unknown to you. Prospects are often created by Public URLs - topics you have made available externally (on your website or via social media) and allowed external users to sign-up to your portal and access that topic. Prospects may therefore represent new potential clients for your business. However, you can also use prospects as a third type of user - perhaps contractors or others.

What is the impact of making a user staff, client or prospect?

First, you can filter users and topic data via these three categories. That can be useful to differentiate results from topics which might be shared among those three user types.

Second, ONLY STAFF can see the 'Create training' button when it is enabled in your organisation. 

Third, each topic can be individually enabled for self-enrolment for each type. This allows you to run three separate self-enrolment topic libraries.

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