Company Profile

Form ID: (SP201000)

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

This form shows basic information about your company—its name, address, contact information, payment methods, and contacts. The Modern Customer Portal and MYOB Acumatica use the same contact and company (business account) records. Changes made in one place are immediately reflected in the other. On this form, you can review the data, make any needed changes, and enter additional company settings.

Important: The ability to enter or modify information in sections of the form depends on your user role or roles.

Form Toolbar

The form toolbar has only standard buttons.

Summary Area

This area contains your company’s basic information, which is copied from MYOB Acumatica when the portal is created. The portal and MYOB Acumatica use the same contact and company records, so updates made in one location are immediately reflected in the other.

Who can make changes in this section: An authorized portal user with the Customer Portal Company Manager role.

Table 1. Company Information
Element	Description
Account Name	The name of your company's business account. You can’t make changes to this name.
Web	The URL of your company's website. The system initially inserts the URL specified for your business account in MYOB Acumatica, but you can change it.
Phone Number	Your company's primary phone number. The system initially inserts the first number specified for your business account in MYOB Acumatica, but you can change it.
Email	Your company's email address. The system copies the default email address from your business account in MYOB Acumatica, but you can change it.

Table 2. Payment Methods SectionThis section contains tiles showing your company’s payment methods that can be used for orders made in the portal. When a portal is created, no payment methods are shown, but you can add all available payment methods. Changes made in the Modern Customer Portal are immediately reflected in MYOB Acumatica.
**Who can make changes in this section:** An authorized portal user with the *Customer Portal Company Manager* role.
Element	Description
Payment Method	A tile showing the basic settings of a credit card added to the portal for your company. Each saved payment method is listed with its card type icon, masked card number, and expiration date. The Default label is shown for the company’s default payment method. You can delete any payment method, set a payment method as the company's default, or click Add New Record to open the Create New Card dialog box.

Table 3. Create New Card Dialog BoxIn the dialog box, you can add a credit card to your company’s profile by using a hosted form—that is, a payment form securely managed by a third-party payment provider. You open this dialog box by clicking Add New Record on the toolbar of the Payment Methods section; then you fill in your company’s credit card details. These details will be sent to the processing center directly through an encrypted channel.
Element	Description
Title	A descriptive label for the card.
Credit Card Number	The card’s unique 16-digit number.
Expiration Month	The card’s expiration month.
Expiration Year	The card’s expiration year.
Billing Address	The billing address associated with the card.
Billing Zip Code	The postal code of your company’s billing address.
The dialog box contains the following buttons.
Close	Closes the dialog box without saving the card’s settings.
Submit	Saves the card and adds the payment method to the portal.

Table 4. Contacts Section
This section contains tiles that show key information about your company’s contacts. These are employees in your company who have been defined as portal users on the Access to Portal tab of the Contacts (CR302000) form of MYOB Acumatica.

**Who can make changes in this section:** An authorized portal user with the *Customer Portal Contact Manager* role.
Element	Description
Portal Contact	A tile showing the basic settings of a contact that has been defined for your company on the Company Contact (SP201020) form of the portal. The following details are shown for the contact: first and last names, status (Active or Inactive), job title, user role or roles, email address, and phone number. You can click the Add New Contact button to open the Company Contact (SP201020) form, where you can create a new contact of your company and assign one or more portal roles to them.

Table 5. Company Address SectionWho can make changes in this section: An authorized portal user with the *Customer Portal Company Manager* role.
Element	Description
Address Line 1	The first line of your company's address. The system initially copies this address line from your business account in MYOB Acumatica, but you can change it.
Address Line 2	The second line of your company's address. The system initially copies this address line from your business account in MYOB Acumatica, but you can change it.
City	The city of your company's address. The system initially copies the city from your business account in MYOB Acumatica, but you can change it.
State	The state or province of your company’s address. The system initially copies it from your business account in MYOB Acumatica, but you can change it.
Postal Code	The postal code of your company's address. The system initially copies it from your business account in MYOB Acumatica, but you can change it.
Country	Your company's country. The system initially copies this from your business account in MYOB Acumatica, but you can change it.