Difference between revisions of "Portal Accounts"

Latest revision as of 23:30, 9 December 2022

Redirect to:

Customize Customer Portal

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-{{bluebanner|[[Main Page|Home]] > [[Administration]] > [[System Administration | System]] > [[Manage Portals]] > Portal Accounts|[[:Category:Administration|Index]]}}
+#REDIRECT [[Customize Customer 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]]
-* [[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-{{infobox|The Service Portal has been superseded by the [[Employee Portal]].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]]

Difference between revisions of "Portal Accounts"

Latest revision as of 23:30, 9 December 2022

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