Guest accounts

[lomixture]

Hello all

We in our department use assets as our way of assigning contractors to jobs, as we don't have a contractor portal of any kind. This allows us to assign them to the job so we can report on how many they've attended. As this doesn't enable us to contact them in any way, we have created guest accounts for each contractor to store their email addresses so we can communicate within Service Manager.

However, upon adding a new asset today for a new contractor, I've got into the Guest Account window and all the icons to create/edit are greyed out.

 

Does anyone have any idea why this might be, or how to get around it? I'm hoping its not because we need to do it via upload/download!

[Jim]

https://live.hornbill.com/{instancename}/contacts/  I think the link to manage contacts is here, those button for me manage portal access, passwords and log in ID after ticking a relevant contact from the list, hopefully this helps?

[lomixture]

Oh you are wonderful @Jim - I've been staring at this all day!