The Portal's Screens configuration page shows all the screens accessible by the customer through the portal. 

You can also see the status of whether or not a Sign In is required for each. By default, every screen requires the customer to be authenticated before viewing a page.

You can, however, make a screen available to your customer without first signing in. If you select a screen, it will take you to the security settings for that screen.

By checking Allow guests to view screen without signing in, the screen you selected will now be open without authentication.

When should you allow a guest to sign in or not? This is dependent on the situation and in our stock screens, we allow guests to view transactions without signing in.

As a best practice:

  • View and Approve - Allow guests to view screen without signing in

  • Manage / Create / Edit - Do not allow without signing in

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