Guest Accounts

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Home > Administration > System > Manage Portals > Guest Accounts Index

Introduction

The Guest Accounts page lets you configure Contact access to the Customer Portal. The list of Guest Accounts is automatically generated by either the manual entry of a Contact in the main Hornbill client or when Auto Registration is enabled.

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Guest Account Settings

The Guest Account Settings are applied by selecting one or more records in the list using the provided multi-select check boxes. Once one or more records are selected the following tool bar options become available:

  • Associated to Portal
Associate the selected contact records to the Customer Portal. This is required in order for the contact to login to the customer portal. This can also be done from the Customer Portal Account
  • Set Login ID
Set a unique ID that the user will use to login to the customer portal. An email address is commonly used here
  • Set Password
Set a password for the contact to be used with their ID to login to the customer portal
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