Modern Customer Portal: Access Rights Through Predefined Roles
The Modern Customer Portal uses predefined roles to control what each portal user can see and do. Each role defines a specific set of access rights, helping protect data while keeping the portal experience focused and easy to manage.
This topic explains how the predefined portal roles control user access. It also provides reference information to help you decide which roles to assign.
Role-Based Access in the Portal
The Modern Customer Portal uses a role-based access model. When a portal user signs in, their assigned roles determine what they can do and which workspaces and forms they can access. By assigning roles that match each user’s job responsibilities, you give them the appropriate access to the catalog, orders, cases, and sensitive financial information.
A contact can be assigned roles in either of these ways:
- In MYOB Acumatica: On the Contacts (CR302000) form, you create the contact, if it doesn’t already exist, and assign one or more roles to it. This may be done in response to a case submitted by a portal user.
- In the Modern Customer
Portal: A portal manager creates the contact, if needed, and assigns one or
more roles to it on the Company Contacts (SP201020) form. Tip:A corresponding portal user is automatically created on the Users form of MYOB Acumatica when the portal manager assigns roles to the contact in the Modern Customer Portal.
Overview of Portal Roles
The following table shows each predefined portal role, its access rights, and the forms a user with the role can access (if these forms are available in the portal).
| Portal Role | Access Rights | Forms a User with the Role Can Access |
|---|---|---|
| Portal User |
Basic portal access for a general user. The user can view and edit their own profile but cannot access company-level data. Important:
Every user must be assigned this role to sign
in to the Modern Customer Portal. |
|
| Portal Admin |
Full administrative access to all portal configuration and settings. This role is intended for MYOB Acumatica administrators of the portal owner. It can’t be assigned to external users or linked to any contact, and it isn’t associated with a specific customer account. Important:
Portal administrators cannot access financial
documents or customer-specific data. Although they can access
all portal workspaces (as users with the Portal Manager
role can), this access is limited to setup and
maintenance. |
None |
| Customer Portal Manager |
Full access to portal functionality, including ordering, support, and financial forms. This role is intended for the customer’s primary coordinator, who needs broad visibility to portal forms. |
|
| Customer Portal Company Manager |
Access to the company-level settings, including:
|
|
| Customer Portal Contact Manager |
Access to the company-level settings in the portal, including:
|
|
| Customer Portal Order Manager |
Access to the catalog and full order history, including the ability to:
|
|
| Customer Portal Case Manager |
Creation and management of support cases, including:
|
|
| Customer Portal Financial Manager |
Access to financial information, including viewing invoices, balances, and statements |
|
Learn More
To learn how to assign roles to contacts, see Modern Customer Portal: Role Assignment in MYOB Acumatica.