Difference between revisions of "Guest Accounts"

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{{bullet1|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}}
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== Guest Account Settings ==
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{{bullet1|Set Login ID|Set a unique ID that the user will use to login to the customer portal}}
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The Guest Account Settings is applied by selecting one or more records in the list using the provided multi-select check boxes.  Once one or more records are selected the following tool bar options become available:
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{{bullet1|Associated to Portal|Associate the selected contact records to the Customer Portal.  This is required in order for the contact to login to the customer portal}}
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{{bullet1|Set Login ID|Set a unique ID that the user will use to login to the customer portal.  An email address is commonly used here}}
 
{{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''']]
 
  
 
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.
 
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.

Revision as of 01:29, 30 May 2020

Home > Administration > System > Manage Portals > Guest Accounts Index

Introduction

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.

Related Articles

Guest Account Settings

The Guest Account Settings is applied by selecting one or more records in the list using the provided multi-select check boxes. Once one or more records are selected the following tool bar options become available:

  • Associated to Portal
Associate the selected contact records to the Customer Portal. 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. An email address is commonly used here
  • Set Password
Set a password for the contact to be used with their ID to login to the customer portal


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>/

Retrieved from "https://wiki.hornbill.com/index.php?title=Guest_Accounts&oldid=24158"