Guest access with e-mail verification

With e-mail access, guests sign in with their e-mail, plus the fields you choose (for example first and last name), and confirm the address before browsing. It is the default mode of every portal.

What the guest does

1. Fills in first name, last name and e-mail, accepts the privacy policy and clicks Request access.

2. Receives an e-mail with a link and a numeric code.

3. Opens the link and clicks Activate access, or goes back to the portal, clicks Enter the code and types the code.

4. Once confirmed, they are online for the configured duration.

Temporary access to read the e-mail

To receive the e-mail the guest must be online, so right after signing in they get a short temporary access, the grace period. The link and the code are valid for the same time. If there is no confirmation, the request expires on its own.

Where to set it up

In Portal settings → Limits & Security → Access and verification:

A field left empty uses the default value, shown in grey.

Following the requests

• Requests: guests who signed in but have not confirmed yet. From here you can use Resend to send a new link and code, or cancel the request.

• Authorized: connected guests, with expiry, limits and traffic. Revoke removes their access.

• Expired: finished authorizations, with the reason.