Modern Customer Portal: Completing Portal Setup

You complete the portal creation process by specifying additional settings on the tabs of the Portals (SP701000) form.

Important: You must enter all required settings before you can save the new portal. Portal users with the appropriate access rights can then sign in to the portal and use it.

At a Glance: Portal Setup Completion

Select the categories and forms that will be available in the portal
Specify finance, order, and customer relationship management (CRM) settings
Save the portal to make it available
Specify and save branding and landing page settings

Who performs these steps: An MYOB Acumatica administrator of the portal owner—the company whose customers will use the Modern Customer Portal.

The sections that follow describe these steps.

Controlling the Available Forms

On the General tab of the Portals (SP701000) form, you specify which categories and forms are available in the portal. The tab shows a navigation pane (Item 1 below) with check boxes for:

Categories (top-level nodes): Select a category’s check box to make its forms available. If a category’s check box is cleared, the check boxes for its forms are also cleared and unavailable for editing.
Forms within categories: Select a form’s check box to make the form available to portal users. If a form’s check box is cleared, the form is hidden from portal navigation and can’t be opened, even if its URL is entered directly.

Figure 1. Check boxes for categories and forms

In the Others section (Item 2), you can select uncategorized forms to make them available in the portal. These might include dashboards, generic inquiry forms, and pivot tables that you create in MYOB Acumatica and then add to the portal.

If you haven't added uncategorized forms, the Others section is hidden, and you'll see a warning about the steps you need to take to secure these forms' data.

Security Requirements for Forms Your Company Creates

In MYOB Acumatica, sensitive customer-related data includes data associated with a customer’s business account, such as cases, orders, invoices, payments, and debit and credit memos. This data needs to be protected on all forms, including dashboards, generic inquiry forms, pivot tables, and custom and customized forms—the ones that will appear in the Others section of the General tab.

When you create custom or customized forms for use in the Modern Customer Portal, follow these guidelines:

Limit your company’s data that’s visible to portal users.
Ensure that each customer’s data is visible only to that customer’s portal users.

Attention: Predefined portal forms already meet these security requirements. For forms that you create or customize in MYOB Acumatica for use in the portal, review the filters, visible UI elements, and row-level security settings to ensure that portal users can access only the data allowed by their assigned roles.

You can use the following filtering approaches:

BAccount-based filtering: Compare the BAccount record of the new form to the BAccount record of the existing form in the system. You can use built-in portal filters, including filtering by the current BAccount and its child BAccounts tree.
Visibility-based filtering: Select only records visible to the current user by using the CurrentMatch condition.

You can use the following conditions to validate data:

Restriction.PortalCustomers. This filter is equivalent to PXAccess.GetBAccountIDTree() filtering. It selects only data related to the current BAccount and its child BAccounts.
```
SelectFrom<SPCRCase>.Where<SPCRCase.customerID.IsInSequence
<Restriction.PortalCustomers>>
```
Restriction.PortalConsolidatedCustomers. This filter selects data for the current account’s consolidating family.
```
SelectFrom<SPSOOrder>.
Where<SPSOOrder.customerID.IsInSequence<Restriction.PortalConsolidatedCustomers>>
```
CurrentMatch. This filter selects data that’s visible to the signed-in user.
```
SelectFrom<InventoryItem>.Where<CurrentMatch<InventoryItem, AccessInfo.
userName>>
```

When you create a customized generic inquiry form, on the Conditions tab of the Generic Inquiry (SM208000) form (Value 1 column), filter data by using the following conditions:

Current BAccount: The @mybaccount filter variable
Current BAccount tree: @mybaccounttree (the current BAccount and all descendant BAccounts)

Alternatively, you can filter data by the signed-in user or current contact.

Specifying Finance, Order, and CRM Settings

On the Portals (SP701000) form, you can specify settings that will be used by portal forms. These include:

In the Portal Access Role box (Item 1 below), select the role assigned to portal users. For external customers, select Portal Users.
In the User Type box (Item 2), specify the user type of users who can access the portal. For external customers, specify Portal External User.
In the Finance and Order Management section (Item 3), specify the financial source (the company or branch the portal obtains data from), the default warehouse and sales order type for portal orders, and warehouse visibility settings.
In the CRM and Support section (Item 4), select the default case class for cases submitted in the portal and the default contact class for contacts created in the portal.
In the Payments section (Item 5), enter the default payment processing center and payment methods.
In the Address Lookup Plug-In section (Item 6), you can specify a plug-in for address lookup and validation.
Figure 2. The general portal settings

When you enter the required settings, you can save the portal. Now portal users with appropriate rights can sign in to the portal and start working in it. The system creates a customer profile on the Company Profile (SP201000) form automatically. The data on this form is copied from the customer's business account, which was previously created on the Business Accounts (CR303000) form of MYOB Acumatica.

Tip: At this stage, you won’t use the Portal Users tab; defining portal users is a separate process described in Modern Customer Portal: Role Assignment in MYOB Acumatica.

Specifying Display and Landing Page Settings

On the Portal Settings tab of the Portals (SP701000) form, you can specify the display and landing page settings:

In the Display Settings section (Item 1 below), specify the interface theme, primary color, and company name. You can also upload the company logo and sign-in image to reinforce branding.
In the Landing Page Settings section (Item 2), specify the default Home form and enter the text to be shown as the top message and on the Go to Catalog button. You can also upload images for both.
You can also control the visibility of navigation panels, the top message, and the Go to Catalog button by using the corresponding check boxes (Items 3—4).
Figure 3. Branding and landing page settings

Save your changes again.

What's Next?

After you’ve set up a portal, you need to assign roles to portal users. For more information, see Assigning Roles to Portal Users.