Setting Up the MYOB Acumatica Customer Portal

The MYOB Acumatica Customer Portal is designed to be the site where your customers can view all the relevant information about their interaction with your company as a vendor and perform common activities online.

To give your customers limited access to your MYOB Acumatica instance, you deploy a Customer Portal instance connected to your MYOB Acumatica instance. For details, see To Deploy a Customer Portal Instance.

If you deploy a multitenant MYOB Acumatica instance, after you deploy the Customer Portal instance, you must specify the tenant that the Customer Portal users can access. For details, see To Specify the Tenant Available for Customer Portal Users.

Note:

If you want different tenants to be available through the Customer Portal, you must deploy a Customer Portal instance for each tenant.

If you deploy two or more Customer Portal sites that run as a cluster with a load balancer, for each portal site, you must specify the identifier of the group of portal sites that belong to the same cluster. For details, see To Specify the Group of Customer Portal Sites.

Note:

If you have two or more separate portal sites that do not belong to the same cluster, the identifier has to be different for each portal site.