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− | == [[Portal Accounts]]==
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− | [[File:PortalAccountsCard.PNG|right|Portal Accounts]]
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− | Portal Accounts are what anchor each of the Hornbill Portals to your Hornbill instance and are used to configure the security access for a portal. Hornbill currently supports two portals, the '''Service Portal''' and the '''Customer Portal'''.
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− | ==[[Guest Accounts]] ==
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− | [[File:GuestAccountsCard.PNG|right|Guest Accounts]]
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− | The Guest Accounts are a catalog of all the available contact records which have been added to Hornbill. This view is used to set up portal access for an individual contact record. This view will allow you to associate a contact record to the portal, set their Login ID, and password.
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− | '''PLEASE NOTE''': Guest Accounts are only applicable if you have external contact records configured in Hornbill and only have a bearing on Customer Portal access.
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− | == [[Guest Account Templates]] ==
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− | [[File:GuestAccountTemplatesCard.PNG|right|Guest Account Templates]]
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− | Guest Account templates are used to create a standard set of settings which can then be used to create contact records through auto provisioning.
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− | '''PLEASE NOTE''': Guest Account Templates are only applicable if you intend to utilise auto-provisioning and have external contact records configured in Hornbill. Guest Account Templates are only used in conjunction with the Customer Portal.
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− | == [[Customize Customer Portal]] ==
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− | [[File:CustomiseCustomerPortalCard.PNG|right|Customize Customer Portal]]
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− | It is possible to configure the Hornbill Customer portal to resemble your Company branding. Administrators have the option to set colours, custom text, company logo, and background image.
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− | * Social Information
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− | * Contact Information
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− | *'''[[Practical Advice for Configuring your Hornbill Portals]]'''
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− | == [[Customize Service Portal]] ==
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− | [[File:CustomiseServicePortalCard.PNG|right|Customize Service Portal]]
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− | It is possible to configure the Hornbill Service portal to resemble your Company branding. Administrators have the option to set colours, custom text, company logo, and background image.
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− | * Social Information
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− | * Contact Information
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− | *'''[[Practical Advice for Configuring your Hornbill Portals]]'''
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− | == [[Translate Portals]] ==
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− | [[File:PortalTranslateCard.PNG|right|Translate]]
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− | If you feel some of the terminology that exists in the Hornbill Portals is not suitable for your customer base, you to change any of the labels or terms used within the Hornbill Portals. You will find translation strings relating to both the Customer and Service Portals. You can also translate the terms into a different language.
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− | == [[Advanced Settings]] ==
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− | [[File:PortalAdvancedSettingsCard.PNG|right|Advanced Settings]]
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− | The advanced settings contain all of the configuration options for the Hornbill Portals.
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| [[Category:Administration]] | | [[Category:Administration]] |