Difference between revisions of "Customize Customer Portal"
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| + | This document can now be found at its new location in the [https://docs.hornbill.com/esp-config/customize/customer-portal-setup/ Hornbill Document Library]. | ||
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| + | [[file:hornbill-document-library.png|Hornbill Cloud|link=https://docs.hornbill.com/esp-config/customize/customer-portal-setup/]] | ||
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{{DISPLAYTITLE:Customer Portal}} | {{DISPLAYTITLE:Customer Portal}} | ||
{{breadcrumb|[[Main Page|Home]] > [[Configuration]] > [[Platform Configuration]] > Customer Portal|Configuration}} | {{breadcrumb|[[Main Page|Home]] > [[Configuration]] > [[Platform Configuration]] > Customer Portal|Configuration}} | ||
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{{bullet1|Time Format|The format of fields that contain just a time. The default is set to 23:30:35}} | {{bullet1|Time Format|The format of fields that contain just a time. The default is set to 23:30:35}} | ||
===Security Settings=== | ===Security Settings=== | ||
| − | {{bullet1|[[Single Sign On Profile]]|The Customer Portal by default uses basic authentication provided by Hornbill. It is possible to enable the use of a third-party identity provider. See [[Single Sign On Profiles]] for more information on creating SSO profiles.}} | + | {{bullet1|[[Single Sign On Profiles|Single Sign On Profile]]|The Customer Portal by default uses basic authentication provided by Hornbill. It is possible to enable the use of a third-party identity provider. See [[Single Sign On Profiles]] for more information on creating SSO profiles.}} |
{{bullet1|Anonymous Role|In most cases, the role called Anonymous Guest will be used and recommended. It is possible to create your own [[roles|role]]. Any role used here must have a privilege level of guest. Individual contact records do not maintain their own individual roles. All contacts that log in to the customer portal will use the role applied here.}} | {{bullet1|Anonymous Role|In most cases, the role called Anonymous Guest will be used and recommended. It is possible to create your own [[roles|role]]. Any role used here must have a privilege level of guest. Individual contact records do not maintain their own individual roles. All contacts that log in to the customer portal will use the role applied here.}} | ||
{{bullet1|Authorised Role|There are several apps in Hornbill that can extend out the available features in the Customer Portal. Each of those apps supplies guest privilege roles that can be granted to the Customer Portal.}} | {{bullet1|Authorised Role|There are several apps in Hornbill that can extend out the available features in the Customer Portal. Each of those apps supplies guest privilege roles that can be granted to the 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 | + | {{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 | + | {{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 | + | {{bullet2|Allow contacts to reset their password|Following registration, a temporary generated password may be provided to the contact. Enabling this will allow the contact to change this password.}} |
| − | {{bullet2 | + | {{bullet2|New guest registrations require authorization before they can log on|Select this option if you require any registration to be authorized before allowing them to log in.}} |
==Customise== | ==Customise== | ||
===Settings=== | ===Settings=== | ||
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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| | ||
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}} | }} | ||
[[Category:Configuration]] | [[Category:Configuration]] | ||
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| + | [[Category:HDOC]] | ||
Latest revision as of 18:38, 11 April 2024
This document can now be found at its new location in the Hornbill Document Library.
