Difference between revisions of "Guest Account Templates"
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</blockquote> | </blockquote> | ||
+ | |||
+ | == Template Details == | ||
Basic Information | Basic Information | ||
− | + | :* '''Template Name''' | |
− | :* Template Name | + | :: More than one template can be created. This will allow you to identify this particular template within the list of templates. |
− | :* Job Title | + | :* '''Job Title''' |
− | :* Company | + | :: The job title of the contact being created |
+ | :* '''Company''' | ||
+ | :: The company that the contact belongs to | ||
Regional Settings | Regional Settings | ||
− | :* Language | + | :* '''Language''' |
− | :* Timezone | + | :: This will set the language for the contact. The language set against the contact will determine the language that the Customer Portal is presented to them. |
+ | :* '''Timezone''' | ||
+ | :: This will set the timezone that the user resides in. This will ensure that date/time information presented to them in the portals is displayed using their time. | ||
Portal Access | Portal Access | ||
− | :* Access | + | :* '''Access''' |
− | :: | + | :: This will allocate the initial access for the contact. They can either be set for immediate access by selecting ''Suspended'' or they can be granted immediate access by selecting ''Aprovded'' |
[[Category:Administration]] | [[Category:Administration]] |
Revision as of 01:31, 19 January 2019
Home > Administration > System > Manage Portals > Guest Account Templates | Index |
IntroductionGuest Account templates are used to create a standard set of settings which can then be used to create contact records through auto provisioning.
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Related Articles |
Guest Account Templates are only applicable if you intend to utilise auto-provisioning and have external contact records configured in Hornbill. Guest Account Templates are only used in conjunction with the Customer Portal.
Template Details
Basic Information
- Template Name
- More than one template can be created. This will allow you to identify this particular template within the list of templates.
- Job Title
- The job title of the contact being created
- Company
- The company that the contact belongs to
Regional Settings
- Language
- This will set the language for the contact. The language set against the contact will determine the language that the Customer Portal is presented to them.
- Timezone
- This will set the timezone that the user resides in. This will ensure that date/time information presented to them in the portals is displayed using their time.
Portal Access
- Access
- This will allocate the initial access for the contact. They can either be set for immediate access by selecting Suspended or they can be granted immediate access by selecting Aprovded