Guest Accounts in FileHold

Guest accounts allow internal or external users to access documents in your repository such as newsletters, forms, or corporate policies without having the need to purchase a registered user license for each user.

Guest user accounts are ideal for casual employees, external personnel, partners, or vendors that are not part of your internal network, but that may require access to specific documents or areas in the library.

Guest users can share a single username and password and are given read-only access to the documents. More than one person can access the library at the same time (concurrent license) with a guest user account. Guest users can only view and access the documents in the library to which they have been given permission.

To access the document management repository as a guest user:

  • Have guest users login using the guest username and password through the document management repository Web Client link.

  • Have guest users automatically login to a Self-Service Portal without having the need to enter a username and password.

  • Have guest users install the FileHold desktop client and login using a guest user account.

Purchasing Concurrent Guest Connection Licenses

If you have users that require access to your repository such as casual employees, external personnel, partners, or vendors but do not require a full registered user license, you can purchase concurrent guest connection licenses in order for them to access documents through the Web Client or the Self-Service Portal.

Guest connection licenses are sold in packs of 50. You can purchase as many packs of guest connection licenses as needed. Guest connection licenses are “concurrent” licenses which mean all 50 licenses can be used to access the document management system or the Self-Service Portal at the same time.

In addition to purchasing the 50 guest user license pack, you must also purchase at least one registered user license as a “named alias” account. This named alias is the username and password that is used to login into the system. To purchase guest user licenses and the named alias user account, contact sales@filehold.com.

Learn more about using the Self-Service Portal and customizing it to your company's needs.