Difference between revisions of "Portal Accounts"

Latest revision as of 23:30, 9 December 2022

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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. Providing individual access to Contacts is done from within the [[Guest Accounts]].  |
-* [[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.  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|Application|The application associated to this account}}
-{{bullet1|Description|Description of this account}}
-=== Regional Settings ===
-{{bullet1|Language|Select the default language for this Portal Account.  The default is set to English (British)}}
-{{bullet1|Time Zone|Select the time zone for this Portal Account.  The default is set to (GMT) Greenwich Mean Time : Dublin, Edinburgh, Lisbon, London}}
-{{bullet1|Date Time Format|Set the Date/Time format for this Portal Account. The default is set to 2020-02-21 16:10:30}}
-{{bullet1|Date Format|Set the Date format for this Portal Account. The default is set to 2020-02-21}}
-{{bullet1|Currency Symbol|Set the Currency Symbol.  The default is set to £.}}
-{{bullet1|Time Format|Set the time format.  The default is set to 23:30:35.}}
-=== Security Settings ===
-{{bullet1|Single Sign on Profile|Single Sign Profiles can be created and used for authentication when connecting to the Customer Portal}}
-{{bullet1|Anonymous Role|Hornbill System Role for anonymous access}}
-{{bullet1|Authorized Role|Hornbill System Role for authorized guest access}}
-=== Options ===
-{{bullet1|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)}}
-{{bullet1|Personal Mailbox|The personal mailbox associate to this account}}
-== 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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