Manage Portals

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Introduction

Guest Access is a web portal which can be used by people outside of your business to connect and use customer sided features available with the different Hornbill applications. The Guest Access uses Contact information held in Hornbill to provide access to the available features.

Features

Portal Accounts

The Portal Accounts are used to configure the security access for a portal. By default the 'community' portal is provided for the Guest Access portal. By selecting the 'community' portal you can assign the contact accounts that you wish to have access to the Guest Access.

Guest Accounts

The Guest Accounts are a catalog of all the available accounts which have been added to Hornbill. When viewing an individual account you are able to set their Login ID, their password, and associate them to a Portal account.

Configure

It is possible to configure the Hornbill Guest Access portal to resemble your Company branding. This is done via Hornbill Administration in the Instance Configuration context under the Guest Access menu item. Here, Administrators have the option to set colours, custom text, company logo, and background image.

• Settings
• Social Information
• Contact Information
• Practical Advice for Configuring your Guest Access

Language

Selecting the language option will allow you to change any of the labels or terms used in the Guest Access. This can include changing a term within the same language or providing a translation into a different language. The preferred language can be selected by a Guest when they are signing into the Guest Access.

Advanced Settings

The advanced settings contain all of the configuration options for Guest Access.