TrustView Documentation
8. Anonymous Ordering Portal¶
It is possible to create a link to an anonymous portal in TrustView, to let users who are not registered TrustView users order certificates.
This can be done by logging into TrustView as a user of the role Superuser or Global administrator and then going to Settings Settings for certificate ordering.
Then go to Public certificate order pages: Create and edit. Here you will be shown a list of all the anonymous certificate order pages created (if any).
Click Add to add a new order page.
8.1. Create new anonymous order page¶
Click Add to add a new order page.
In the input field for the Name, type the preferred URL that users will use to access the order page.
Important
The custom URL must be exactly 12 letters (A-Z/a-z, no digits or hyphens), and once the order page has
been created, it can no longer be changed.
The default URL will always be the following:
The URL to visit to access the anonymous order page¶https://url-to-your-trustview-instance/cert/{{custom-subdirectory}}
Note
The URL will always match the URL associated with your own unique TrustView instance.
In the Access Code field, you can choose to let access to the anonymous order page require a password or not,
by specifying one after the checkbox has been checked or leaving the checkbox unchecked.
Once you fill out the details and click Add you will be taken back to the list of order pages again, to see that the newly created order page
has been added to the list.
If you visit one of the order pages, you get to the detail page, where you can see whether it is currently Active or Disabled. Besides
Delete, an active order page can be temporarily suspended with the Disabled button without deleting it, and a disabled order page can be
turned back on again with Activate.
8.2. Access an anonymous order page¶
To access an anonymous order page, you simply have to visit the link that was created, or share it with the relevant user that needs to access it, to place an order.
Important
Once this link has been shared, the user has the option to order new certificates through TrustView without requiring access to TrustView, but a valid TrustView user is required to approve the order before it can be issued.
Once the order page has been accessed successfully with the access code (if one was set to be required), all the order details can be filled out, before the order
is placed. After that it will be awaiting approval from a valid TrustView user, of the role Superuser or Global administrator.
Once the order has been placed, you will be greeted with a message that states the order is pending approval:
The certificate order has now been sent for approval.
8.3. Approval of anonymous orders¶
Any users that have the role of Superuser or Global administrator can log into TrustView and go to Order certificate Approve orders.
Here you will be greeted with a list that shows all the orders that are pending for approval. The certificates can’t be issued before they are approved by a valid TrustView user.
On the detail page for the pending certificates, you now have the option to make final changes to the certificate, before approving and issuing the certificate.
Note
Once a certificate has been approved, the order will be sent to Cryptomathic, to be processed as normal.