Granting Login to an External User Account

Note: This feature is available only to on-premise customers.

Use the Grant Login dialog box to assign an external user account for a contact with a login ID and password. This option is available only if you have the "Assign Contact External User Access" privilege and if you are viewing or updating a record in the Contacts table.

When you grant a contact access to SBM, you assign the contact External access to the system. After a contact has a login ID and password to SBM, revoke the access by selecting Revoke Login from the Actions drop-down list.

Note: The e-mail auto reply feature is available for contacts that submit items to SBM. If a contact submits an item, an automatic e-mail reply is sent.

To grant an SBM login ID to a contact:

From a contact record in the Contacts table, select Grant Login from the Actions drop-down list. The contact name appears in the Account For field of the dialog box that opens.

Complete the fields on the Grant Login dialog box as needed.

Field	Description
Login Account	Type an account name or login ID for the contact.
Password	Type a password for the contact.
Grant Account	Click to create an external user account for the contact.
Reset	Click to clear the provided account information.
Cancel	Click to cancel the account and close the Grant Login dialog box.

After clicking the Grant Account button, click the Close This Window button to close the Grant Login dialog box. The dialog box remains open unless you click this button or the Cancel/Close button.

Granting Login to an External User Account

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