My Profile

Form ID: (SP101000)

Who uses this form: An authorized portal user of a company using the Modern Customer Portal.

A user with any role can open this form by clicking their username in the top right corner of the Modern Customer Portal screen and then clicking My Profile.

The system inserts the information it copies from the Contacts (CR302000) form of MYOB Acumatica by default. Any changes you make to your own profile are reflected on the Contacts form of MYOB Acumatica and on the Company Contact (SP201020) form of the portal when you save these changes, and the reverse is also true.

On this form, you can:

  • View or edit your contact information, including your name, email address, address, phone number, and password.
  • Specify your time zone and the form you will see as the landing page when you sign in to the portal.

This form is available only if both of the following conditions are met for the portal owner:

  • The Modern Customer Portal feature is enabled on the Enable/Disable Features (CS100000) form.
  • The portal has the System check box selected on the General tab of the Portals (SP701000) form.

Form Toolbar

The form toolbar has standard buttons, as well as the button described below.

Button Description
Change Password

Opens the Change Password dialog box. By using this dialog box, you can change your current password.
Table 1. Change Password Dialog BoxIn this dialog box, you can enter a new password for the Modern Customer Portal and save it.
Element Description
Current Password

The current password that you use to sign in to the Modern Customer Portal.
New Password

The new password to be used to sign in to the Modern Customer Portal.
Confirm Password

The new password to be used to sign in to the Modern Customer Portal; you enter this again to confirm that it wasn’t mistyped in the previous box.
The dialog box contains the following buttons.
Change

Saves the password.
Cancel

Closes the dialog box without changing your password.

Summary Area

This area contains several sections with the settings of your profile.

Table 2. Contact Information SectionThis area contains your contact information that has been entered in the system.
Element Description
First Name

Your first name. You can edit this name, if needed.
Last Name

Your last name. You can edit this name, if needed.
Job Title

Your job title. You can edit this title, if needed.
Email

Your email address. This element cannot be edited.
Phone

Your phone number, which you can edit, if needed.
Table 3. Security Settings SectionThis section contains the settings related to your password recovery information.
Element Description
Password Recovery Question

A security question that you select; it is used to verify your identity when you change your password.
The section contains the following button.
Change Password Recovery Info Opens a dialog box where you can change your security question.
Table 4. Change Password Recovery Info Dialog BoxIn this dialog box, you can enter a new recovery question for changing your password for the Modern Customer Portal and save it.
Element Description
New Question

The new recovery question to be used to recover your password in the portal.
New Answer

The new recovery answer that you’ll enter if you need to recover your password.
Password

Your current password, which you must enter to confirm the update of the password recovery question.
The dialog box contains the following buttons.
Change

Saves the new recovery question.
Cancel

Closes the dialog box without saving your changes.
Table 5. Display Settings Section

This section contains settings that control how information is displayed in the portal for the user. You can use these settings to define the time zone and specify the portal form that is shown to you after sign-in.
Element Description
Time Zone

Your time zone.

If you specify a time zone, documents’ timestamps will be converted to your specified time zone. If no time zone is specified, the system will time-stamp documents by using the time settings on the server.
Home Page

The portal form displayed to you after you sign in to the portal. By default, the Home Page (SP000001) form is displayed.
Table 6. Address Section

This section contains your mailing address.
Element Description
Override

A check box that you select to override your company's mailing address (for example, if you work remotely). By default, the check box is cleared.
Address Line 1

The first line of your address. The system initially copies this address line from your company’s business account in MYOB Acumatica, but you can change it.
Address Line 2

The second line of your address. The system initially copies this address line from your company’s business account in MYOB Acumatica, but you can change it.
City

The city of your address. The system initially copies the city from your company’s business account in MYOB Acumatica, but you can change it.
State

The state or province of your address. The system initially copies it from your company’s business account in MYOB Acumatica, but you can change it.
Postal Code

The postal code of your address. The system initially copies it from your company’s business account in MYOB Acumatica, but you can change it.
Country

Your company's country. The system initially copies this from your company’s business account in MYOB Acumatica, but you can change it.