Difference between revisions of "Guest Accounts"
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{{bluebanner|[[Main Page|Home]] > [[Administration]] > [[System Administration | System]] > [[Manage Portals]] > Guest Accounts|[[:Category:Administration|Index]]}} | {{bluebanner|[[Main Page|Home]] > [[Administration]] > [[System Administration | System]] > [[Manage Portals]] > Guest Accounts|[[:Category:Administration|Index]]}} | ||
| − | + | {{IntroAndLinks|The ''Guest Accounts'' page lets you configure Contact access to the Customer Portal. The list of Guest Accounts is automatically generated by either the manual entry of a Contact in the main Hornbill client or when Auto Registration is enabled.| | |
| − | {{IntroAndLinks|''Guest | ||
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| − | The Guest | ||
:* [[Contacts]] | :* [[Contacts]] | ||
:* [[Portal Accounts]] | :* [[Portal Accounts]] | ||
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{{bullet1|Set Password|Set a password for the contact to be used with their ID to login to the customer portal}} | {{bullet1|Set Password|Set a password for the contact to be used with their ID to login to the customer portal}} | ||
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| + | cts represent those individuals working for other organisations outside of your own, such as the external organisations you support or perhaps your suppliers. To find out how to create and manage your contact records, click here: [[contacts|'''Managing Contact Records''']] | ||
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| + | The Guest Account area in Hornbill Administration is where you manage their access to the Hornbill Customer Portal which involves setting their access status, setting a portal login id, and also the opportunity to set them a password. | ||
Contacts use the "Customer" Portal which is found at <nowiki>https://customer.hornbill.com/<instanceName>/</nowiki> | Contacts use the "Customer" Portal which is found at <nowiki>https://customer.hornbill.com/<instanceName>/</nowiki> | ||
[[Category:Administration]] | [[Category:Administration]] | ||
Revision as of 01:25, 30 May 2020
| Home > Administration > System > Manage Portals > Guest Accounts | Index |
IntroductionThe Guest Accounts page lets you configure Contact access to the Customer Portal. The list of Guest Accounts is automatically generated by either the manual entry of a Contact in the main Hornbill client or when Auto Registration is enabled. |
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- Associated to Portal
- Associate the selected contact records to one of the available portals. This is required in order for the contact to login to the customer portal
- Set Login ID
- Set a unique ID that the user will use to login to the customer portal
- Set Password
- Set a password for the contact to be used with their ID to login to the customer portal
cts represent those individuals working for other organisations outside of your own, such as the external organisations you support or perhaps your suppliers. To find out how to create and manage your contact records, click here: Managing Contact Records
The Guest Account area in Hornbill Administration is where you manage their access to the Hornbill Customer Portal which involves setting their access status, setting a portal login id, and also the opportunity to set them a password.
Contacts use the "Customer" Portal which is found at https://customer.hornbill.com/<instanceName>/