Difference between revisions of "Guest Accounts"

Revision as of 01:30, 30 May 2020

Home > Administration > System > Manage Portals > Guest Accounts

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.

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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

@@ Line 11: / Line 11: @@
 {{bullet1|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 <nowiki>https://customer.hornbill.com/<instanceName>/</nowiki>
 [[Category:Administration]]

Difference between revisions of "Guest Accounts"

Revision as of 01:30, 30 May 2020

Introduction

Guest Account Settings

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