Difference between revisions of "Portal Accounts"
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{{bluebanner|[[Main Page|Home]] > [[Administration]] > [[System Administration | System]] > [[Manage Portals]] > Portal Accounts|[[:Category:Administration|Index]]}} | {{bluebanner|[[Main Page|Home]] > [[Administration]] > [[System Administration | System]] > [[Manage Portals]] > Portal Accounts|[[:Category:Administration|Index]]}} | ||
| − | {{IntroAndLinks|The Portal Accounts are used to configure the security access for a portal| | + | {{IntroAndLinks|The Portal Accounts are used to configure the security access for a portal. There are two included Portal Accounts that are preconfigured and ready for use. One for the Customer Portal, and another for the Service Portal.| |
| − | * | + | * [[Customize Customer Portal]] |
* [[Customize Service Portal]] | * [[Customize Service Portal]] | ||
* [[Guest Account Templates]] | * [[Guest Account Templates]] | ||
}} | }} | ||
| + | == Customer == | ||
| + | The Customer Portal Account provides access to the customer facing portal (customer.hornbill.com/yourinstance). The Customer Portal is accessed by people that are external to your business. Accounts for these users are the [[Contacts|contact]] records that are created and managed within Hornbill and Hornbill Customer Manager. | ||
| + | |||
| + | === Basic Information === | ||
| + | {{bullet1|Portal ID|The unique ID for the Customer Portal account}} | ||
| + | {{bullet1|Name|Display Name for the Customer Portal account}} | ||
| + | {{bullet1|Application|The application associated to this account}} | ||
| + | {{bullet1|Description|Description of this account}} | ||
| + | |||
| + | === Regional Settings === | ||
| + | === Security Settings === | ||
| + | === Options === | ||
| + | |||
| + | == Service == | ||
| + | The Service Portal Account provides access to the user facing portal (service.hornbill.com/yourinstance). The Service Portal is accessed by people that are internal to your business. Accounts for these users are provided as standard or basic [[Users]] accounts. | ||
| + | |||
| + | {{infobox|The Service Portal has been superseded by the [[Employee Portal]]. For any new configuration}} | ||
[[Category:Administration]] | [[Category:Administration]] | ||
Revision as of 19:34, 28 May 2020
| Home > Administration > System > Manage Portals > Portal Accounts | Index |
IntroductionThe Portal Accounts are used to configure the security access for a portal. There are two included Portal Accounts that are preconfigured and ready for use. One for the Customer Portal, and another for the Service Portal. |
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Customer
The Customer Portal Account provides access to the customer facing portal (customer.hornbill.com/yourinstance). The Customer Portal is accessed by people that are external to your business. Accounts for these users are the contact records that are created and managed within Hornbill and Hornbill Customer Manager.
Basic Information
- Portal ID
- The unique ID for the Customer Portal account
- Name
- Display Name for the Customer Portal account
- Application
- The application associated to this account
- Description
- Description of this account
Regional Settings
Security Settings
Options
Service
The Service Portal Account provides access to the user facing portal (service.hornbill.com/yourinstance). The Service Portal is accessed by people that are internal to your business. Accounts for these users are provided as standard or basic Users accounts.
- The Service Portal has been superseded by the Employee Portal. For any new configuration
