Customer Portal Account Setup

[Martyn Houghton]

I trying to locate on the Wiki how you setup external customers aka 'Contacts' to have access to login to the Customer Portal and how you set their passwords up.

The Wiki makes reference to guest accounts and templates, but I am wanting to pre-register user without them having to go through a sign up process.

Any pointers on how this is done?

Cheers

Martyn

[Hornbill Staff DR]

Hi Martyn,

thanks for your post.

The portal associations for contacts are carried out in Hornbill Administration. In the context of Instance configuration > Manage Portals > Guest Accounts.

Selecting an individual contact will display their details over towards the right of the screen, here there is also a small arrow that when clicked will expose a menu containing the items needed to make the portal association.

Contacts need to be associated to the "Customer" Portal.

Thanks,

Dan

[Martyn Houghton]

Dan

Thanks. Got it know.

Cheers

Martyn

[Paul Morrow]

How do you dis-associate an account from the customer portal rather than just suspend it?

Paul