Difference between revisions of "Customize Customer Portal"
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===Options=== | ===Options=== | ||
{{bullet1|Session Timeout|The number of seconds until a user's session automatically ends after no activity}} | {{bullet1|Session Timeout|The number of seconds until a user's session automatically ends after no activity}} | ||
− | {{bullet1|Permissions| | + | {{bullet1|Permissions|}} |
{{bullet2|Allows contacts to register themselves on this portal|A new visitor to the customer portal will be able to register themselves and have immediate access to the Customer Portal}} | {{bullet2|Allows contacts to register themselves on this portal|A new visitor to the customer portal will be able to register themselves and have immediate access to the Customer Portal}} | ||
{{bullet2|Allow contacts to select their organisation as part of online registration|Organisation records have the option to allow the organisation name to be available during the registration where the new contact can select from a list of organisations.}} | {{bullet2|Allow contacts to select their organisation as part of online registration|Organisation records have the option to allow the organisation name to be available during the registration where the new contact can select from a list of organisations.}} | ||
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==Translations== | ==Translations== | ||
==Contact Access== | ==Contact Access== | ||
+ | === Contact Access === | ||
+ | The Contact Access list shows the contacts or Guest Accounts that have been associated with the Customer Portal. | ||
+ | {{bullet1|Add Contact|Add an existing contact to the Customer Portal Account}} | ||
+ | {{bullet1|Set Access|Change the access a contact has to the Customer Portal}} | ||
+ | {{bullet2|Remove Access|Selecting this will remove the contact from the Customer Portal Account}} | ||
+ | {{bullet2|Approved|Set the contact to be approved for access to the Customer Portal. This is automatically set when a contact is manually added to the Customer Portal Account}} | ||
+ | {{bullet2|Suspended|Temporarily suspend a contact's access to the Customer Portal. A contact can be automatically set to ''suspended'' after multiple failed password attempts.}} | ||
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{{rightBox|Related articles| | {{rightBox|Related articles| |
Revision as of 23:25, 9 December 2022
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