Assigning Roles to Portal Users

Roles determine which forms and actions are available to each portal user in the Modern Customer Portal. Each role includes a defined set of access rights, and every portal user must have at least one role assigned. Roles can be assigned by:

• An administrator in MYOB Acumatica
• An authorized portal user directly in the Modern Customer Portal

When you create a contact of the customer, the new contact becomes visible in both MYOB Acumatica and the Modern Customer Portal. After you select a user type and assign one or more roles to the contact, the system creates a portal user for the contact on the Users (SM201010) form of MYOB Acumatica. This user can then sign in to the portal and access forms based on the assigned roles.

In this chapter, you’ll learn:

• Which predefined user roles are provided in the Modern Customer Portal and what access rights they include
• How to assign roles to contacts who will use the portal