Guest Role is a user seat that can be used to start and save a form (eg: Order or Quote) only. A generic username and password can be created and distributed to agents or partners to enter orders, quotes or any other process.
You can add 1 process to a guest role.
The cost of a Guest user is the same as a staff user, which is detailed in your Order.
Click + Add a guest role.
Enter the name of the role.
Edit the Process box to add a process to the role.
Select the process and click OK.
Now that you have created the Guest Role you go to the Staff users tab and click + Add a staff user.
Click on the Role, in our example below Order entry only.
Enter the name of the role and password.
