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Creating Guest User Accounts

In order for guest users to login through the Web Client, you will need to create the “named alias” account and add it to the Guest User role/group.

After you create the guest user account, you will need to assign the group to cabinets, folders, and schemas in order for the users to view the documents. After you have created the guest user account and assigned the guest user group to cabinets, folders, and schemas, the guest user can login to the Web Client to view documents with read-only permissions.

To create guest user accounts

  1. Login to the System Administrator and go to User and Group Management > Users.

  2. Click Add Users.

  3. Select if the user is a Locally Managed User or a Domain User.

  4. Click Next.

  5. Enter the general user information and click Account Settings. For example, create a user called “Guest” with a password of “Guest”.

  6. Select the account options, if the guest user can use a document viewer, and when the account expires and click Member Of.

  7. Click Add User to Group.

  8. Select the Guest Users group and click Add.

  9. Click OK.

 

 

See also:

Guest User Accounts and Self-Service Portal

Creating the Self-Service Portal

Customizing the Header Panel in the Self-Service Portal