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Setting Up a Guest Account

AdminStudio 2025 R2 | 30.0

The Workflow Manager administrator can set up a guest account to permit people without login credentials to access features such as viewing a report or searching for a workflow request. By using a guest account, administrators do not have to create separate accounts for people who only need very limited functionality.

To configure a guest account:

  1. Manually create a new account in Workflow Manager to use as the guest account. See Creating a New Account for further information.

  2. Assign your new account to roles with limited permissions. See Managing Roles and Permissions for more information.

    tip

    Be very careful about assigning your account to roles with access to advanced features, since these features will then be available to every person who logs in as a guest.

  3. Update the web.config file, located in the Workflow Manager web application wwwroot directory. Enter the name of the your new account in the following location of the web.config file:

     <!-- Guest System Access -->
    <add key="GuestAccount" value="username@companyname.com" />

    After a guest account key is added to the web.config file, the Guest Access option will appear on the Login page.

    note

    If the account name specified in the GuestAccount key does not exist in the Workflow Manager database, Workflow Manager will display an error when an operator tries to log in as a guest. A GuestAccount key with a blank value (that is, with value = “”) will be ignored.

    note

    Every Workflow Manager portal has its own web.config file. You may update a different GuestAccount key for each portal by updating its local web.config file. Workflow Manager portals will use the GuestAccount key configured at the portal site to log in guests. If a GuestAccount value is not configured (the key is missing, or has blank value), Workflow Manager will instead use the GuestAccount key from the parent site.

See Also

Managing Account Logins

Login Methods