Difference between revisions of "Guest Account Templates"
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== Template Details == | == 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. | :: More than one template can be created. This will allow you to identify this particular template within the list of templates. | ||
| Line 39: | Line 39: | ||
:: The company that the contact belongs to | :: The company that the contact belongs to | ||
| − | Regional Settings | + | ===Regional Settings=== |
:* '''Language''' | :* '''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. | :: 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. | ||
| Line 45: | Line 45: | ||
:: 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. | :: 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 ''Approved'' | :: 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 ''Approved'' | ||
[[Category:Administration]] | [[Category:Administration]] | ||
Revision as of 01:35, 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 Approved