Guest Account Templates

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Introduction Guest 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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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