Difference between revisions of "Guest Accounts"
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== Guest Account Settings == | == Guest Account Settings == | ||
− | The Guest Account Settings | + | The Guest Account Settings are 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: |
{{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}} | {{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}} | ||
{{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 Login ID|Set a unique ID that the user will use to login to the customer portal. An email address is commonly used here}} |
Revision as of 01:30, 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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Guest Account Settings
The Guest Account Settings are 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