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: $99.00 (your contract details can be different)


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.