Enabling a Guest Account
  • Updated on 05 Mar 2019
  • 1 minute to read
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Enabling a Guest Account

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A Guest account is an optional user account that can be used to get non-portal users, such as an outside vendor for example, to engage in a flow. The guest account user is enabled under System > Settings > Portal Settings , by checking the Enable Guest Account checkbox found under Portal Settings . When the Guest account is active, you will see a GUEST user in the user's list and forms will have the "Assign to Guest" option available for doing assignment.
To use a guest account it has to be activated, enabled and then given portal access.

  1. Right click account > manage > Activate Guest Account

  2. Edit account and check Can use portal

  3. In portal settings, check Enable Guest Account

To activate the account navigate to account > manage > Activate Guest Account.

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To give the Guest account portal access, go to Security> Accounts . Select the guest account and choose Edit. Within the Edit Entity dialog, select Is Active , Is Confirmed , and Can Use Portal.
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To enable the Guest account, go to System > Settings > Portal Settings .

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Under Portal Settings , check the Enable Guest Account checkbox.

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