Portal Accounts

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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

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

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)

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.

The Service Portal has been superseded by the Employee Portal. For any new portals please use the Employee Portal