Client Portal Guest User

Owned by Michelle Cabaya (Unlicensed)
Last updated: Apr 25, 2024
2 min read

You can allow guest or anonymous users to place orders in the Client Portal. The guest user will be using the internet user with the user ID “guestuser9999”.

About Guest Users

The guest user uses the user ID “guestuser9999”. This internet user has limited available configurable options, and will only have access to the Client Portal. The user is not approved by default and requires credit card processing to be set up in order to approve the user.

Guest users will only be able to access the Place Order page. They will not have access to an address book and must pay for the order with a credit card.

After placing an order, guest users will have access to the following from the Order Confirmation page:

  • Print Shipping Label (if shipping labels are enabled)

  • Email Shipping Label (if shipping labels are enabled)

  • Print Receipt

  • Create Duplicate Order

  • Create Roundtrip

  • Create a Continuation

  • Create Using Same Origin

  • Create Using Same Destination

Guest users can track orders on the Track Order page with limited tracking information.

How to Allow Guest Users to Place Orders in the Client Portal

Plug’n Pay Processor under the Accounting tab of the Global Options must be enabled. See Setting Up Credit Card Processing.

  1. In the Operations App go to Maintenance > Internet Users.

  2. Select “guestuser9999” and check Approved.

  3. Change the Primary Customer if needed. The guest users can only be associated with this customer.

  4. Update available user options in the Options tab and select available shipping labels in the Custom Procedures tab if needed.

  5. Click the Save icon.

How to Customize the Link Text

  1. Go to Client Portal Customization.

  2. Select the Translations tab on the right.

  3. Under the loginView edit noAccountLabel and guestOrderLabel.