Difference between revisions of "Portal Accounts"
Jump to navigation
Jump to search
| Line 7: | Line 7: | ||
}} | }} | ||
| − | == Customer == | + | == Customer Portal Account == |
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. | 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 === | + | === Details === |
| + | ==== Basic Information ==== | ||
{{bullet1|Portal ID|The unique ID for the Customer Portal account. This will be used by the portal customer.hornbill.com to retrieve account and security information}} | {{bullet1|Portal ID|The unique ID for the Customer Portal account. This will be used by the portal customer.hornbill.com to retrieve account and security information}} | ||
{{bullet1|Name|Display Name for the Customer Portal account}} | {{bullet1|Name|Display Name for the Customer Portal account}} | ||
| Line 36: | Line 37: | ||
{{bullet2|Authorization required for new registrations|Select this option if you require any registration to be authorized before allowing them to login.}} | {{bullet2|Authorization required for new registrations|Select this option if you require any registration to be authorized before allowing them to login.}} | ||
| − | == Service == | + | == Service Portal Account == |
The Service Portal Account provides access to the user facing portal <nowiki>(http://service.hornbill.com/yourinstance) </nowiki>. 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 Account provides access to the user facing portal <nowiki>(http://service.hornbill.com/yourinstance) </nowiki>. 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{{infobox|The Service Portal has been superseded by the [[Employee Portal]]. Please refer to the [[Employee Portal]] documentation}} | {{infobox|The Service Portal has been superseded by the [[Employee Portal]]. Please refer to the [[Employee Portal]] documentation}} | ||
[[Category:Administration]] | [[Category:Administration]] | ||
Revision as of 02:16, 30 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. Providing individual access to Contacts is done from within the Guest Accounts. While there is the ability to edit these and create new Portal Accounts, no configuration is required in order to enable the Customer or Service Portals. |
|
Customer Portal Account
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.
Details
Basic Information
- Portal ID
- The unique ID for the Customer Portal account. This will be used by the portal customer.hornbill.com to retrieve account and security information
- Name
- Display Name for the Customer Portal account
- Application
- The application associated to this account
- Description
- Description of this account
Regional Settings
- Language
- Select the default language for this Portal Account. The default is set to English (British)
- Time Zone
- Select the time zone for this Portal Account. The default is set to (GMT) Greenwich Mean Time : Dublin, Edinburgh, Lisbon, London
- Date Time Format
- Set the Date/Time format for this Portal Account. The default is set to 2020-02-21 16:10:30
- Date Format
- Set the Date format for this Portal Account. The default is set to 2020-02-21
- Currency Symbol
- Set the Currency Symbol. The default is set to £.
- Time Format
- Set the time format. The default is set to 23:30:35.
Security Settings
- Single Sign on Profile
- Single Sign Profiles can be created and used for authentication when connecting to the Customer Portal
- Anonymous Role
- Hornbill System Role for anonymous access
- Authorized Role
- Hornbill System Role for authorized guest access
Options
- Session Timeout
- The amount of time that this account can be left before the session is timed out. The default is 900 seconds (15 minutes)
- Registration
- Options for contact registration
- Allows contacts to register themselves on this portal
- A new visitor to the customer portal will be able to register themselves and provide initial access to the Customer Portal
- Allows contacts to reset their own password
- Following registration, a temporary generated password may be provided to the contact. Enabling this will allow the contact to then create there own passord.
- Authorization required for new registrations
- Select this option if you require any registration to be authorized before allowing them to login.
Service Portal Account
The Service Portal Account provides access to the user facing portal (http://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. Please refer to the Employee Portal documentation
