Difference between revisions of "Guest Accounts"
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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]. | |
| − | == | + | |
| + | [[file:hornbill-document-library.png|Hornbill Cloud|link=https://docs.hornbill.com/hornbill-cloud/iso/about-iso/]] | ||
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| + | {{bluebanner|[[Main Page|Home]] > [[Configuration]] > [[Platform Configuration]] > Guest Accounts|[[:Category:Configuration|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.| | ||
| + | :* [[Contacts]] | ||
| + | :* [[Customize Customer Portal|Customer Portal]] | ||
| + | }} | ||
| + | |||
| + | == 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. This can also be done from the [[Customize Customer Portal]] page. }} | ||
| + | {{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}} | ||
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| + | [[Category:Configuration]] | ||
| + | --> | ||
| + | [[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.
