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Connect an AI assistant

Your AI assistant can read this documentation directly, so it answers from the current content instead of guessing. Add one of the servers below to your client — they use the Model Context Protocol (MCP). Each one covers a different body of content, so add the one you need.

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Contact Account Templates

The Contact Accounts page lets you configure Contact access to the Customer Portal. The list of Contact Accounts is automatically generated by either the manual entry of a Contact in the main Hornbill client or when Auto Registration is enabled.

Contact Account Settings

The Contact Account Settings are applied by selecting one or more records in the list using the provided multi-select check boxes. Once one or more records are selected the following tool bar options become available:

Associated to Portal

Associate the selected contact records to the Customer Portal. This is required in order for the contact to log in to the customer portal. This can also be done from the Customize Customer Portal page.

  • Set Login ID
    Set a unique ID that the contact will use to log in to the customer portal. In order to login to the Customer Portal, the contact must have a Login ID. Once a contact has been provided a Login ID, their email address that is specified on their contact record can also be used to login with. When adding a Login ID, it will validate that it is unique against existing Login IDs and Email Addresses of all contacts.
  • Set Password
    Set a password for the contact to be used with their ID to log in to the customer portal
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