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]]}}
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This document can now be found at its new location in the [https://docs.hornbill.com/hornbill-cloud/iso/about-iso/ Hornbill Document Library].
  
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{{IntroAndLinks|''Guest accounts'' reflect the "Contacts" that you have configured in Hornbill. Contacts 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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[[file:hornbill-document-library.png|Hornbill Cloud|link=https://docs.hornbill.com/hornbill-cloud/iso/about-iso/]]
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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.|
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{{bluebanner|[[Main Page|Home]] > [[Configuration]] > [[Platform Configuration]] > Guest Accounts|[[:Category:Configuration|Index]]}}
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{{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.|
 
:* [[Contacts]]
 
:* [[Contacts]]
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:* [[Portal Accounts]]
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:* [[Customize Customer Portal|Customer Portal]]
 
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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 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:
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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.  This can also be done from the [[Customize Customer Portal]] page. }}
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{{bullet1|Set Login ID|Set a unique ID that the contact will use to login to the customer portal. In order to login to the Customer Portal, the contact must have a Login ID. Once a contact has been provided a Login ID, their email address that is specified on their contact record can also be used to login with. When adding a Login ID, it will validate that it is unique against existing Login IDs and Email Addresses of all contacts.}}
 
{{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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Contacts use the "Customer" Portal which is found at <nowiki>https://customer.hornbill.com/<instanceName>/</nowiki>
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[[Category:Configuration]]
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[[Category:Administration]]
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[[Category:HDOC]]

Latest revision as of 18:50, 11 April 2024

This document can now be found at its new location in the Hornbill Document Library.

Hornbill Cloud

Retrieved from "https://wiki.hornbill.com/index.php?title=Guest_Accounts&oldid=32240"