Guest Accounts
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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 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