Modern Customer Portal for Administrators

MYOB Acumatica provides the Modern Customer Portal: a dedicated web portal that lets your customers interact with your company online. From the portal, your customers’ employees—portal users—can place orders, submit support cases, review financial information, and perform other tasks based on the access rights you give them.

As an MYOB Acumatica administrator, you create and manage customer portals directly in MYOB Acumatica. You don’t need to sign in to each portal separately to configure it.

This guide shows you how to:

• Deploy and create customer portals.
• Specify each portal’s settings and control which forms are available.
• Specify which details are visible for each item in the portal catalog. Orders created in the portal flow directly into MYOB Acumatica, and your customers see up-to-date item availability.
• Assign predefined roles to portal users so they can perform tasks that match their job duties.

By properly configuring portals and assigning roles, you ensure that each customer has access to only the information that fits their relationship with your company.