Portal Accounts

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Index

Introduction 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.

Related Articles 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 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. 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

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The Service Portal has been superseded by the Employee Portal.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