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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===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 | + | {{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 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|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|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.}} | {{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.}} | ||
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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.
