Company Contact

Form ID: (SP201020)

Who uses this form: An authorized portal user with the Customer Portal Contact Manager role.

On this form, you can create a contact—a record for an employee of your company who will use the portal—and grant this contact portal access. You open this form by clicking Add New Contact on the Company Profile (SP201000) form.

The Modern Customer Portal and MYOB Acumatica use the same contact and company (business account) records. Any changes you make on the current form are reflected on the Contacts (CR302000) form of MYOB Acumatica, and the reverse is also true.

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 and the custom button described below.


Button	Description
Reset Password	Opens the Password Reset Confirmation dialog box, where you can reset the password for the selected portal user. This button appears on the form after you click the Grant Access button in the Portal Access section.

Summary Area

In this area, you enter the details of the contact so that you can give them access to the Modern Customer Portal.

Table 1. Summary SectionIn this section, you fill in the required contact settings and save your changes. This causes the contact to be created and the Portal Access section of the form to becomes available.
Element	Description
Status	The status of the contact, which you can set to one of the following: Active (default): The employee is an active contact that can be granted access to the portal. Inactive: This contact is currently inactive and should not be granted access to the portal.
First Name	The first name of the contact.
Last Name	The last name of the contact.
Job Title	The job title of the contact.
Email	The email address of the contact, which is used to send notifications to the contact when they become a portal user, such as a link to the password reset.
Phone	The contact phone number of the contact.

Table 2. Other Settings Section
Element	Description
Time Zone	The time zone of the contact. When the contact signs in as a portal user, this will be used to display the timestamps of financial documents.

Table 3. Portal Access SectionThe elements in this section become available when you enter the required contact settings and save your changes.
Element	Description
Access Status	The status of the user account. The following options are available: Access Granted: The user account is active. Access Revoked: The user account is disabled.
Grant Access	A button that you click to give this contact access to the portal.
Revoke Access	A button that you click to revoke this contact’s access to the portal.
Access Email	The email address of the portal user. The system uses this email address to send notifications to the user (for example, a password reset link). You can change the email address, if needed.
User Roles	A list of user roles that you can assign to the portal user. You select the check boxes of the portal user roles you want to assign to the user: The Portal User role. Important: By default, every contact must be assigned this role so that they can sign in to the Modern Customer Portal. At least one role that matches the contact’s responsibilities.

Table 4. Address Section
Element	Description
Override Address	A check box that you select to override the default company address. When you select the check box, the system makes the address boxes available for editing, and you can enter a different company address. When the check box is cleared, the system uses the default company address, and the address boxes are read-only.
Address Lookup	The system opens a dialog box where you can search for an available address, add an address, update an existing address, or fill in missing address information. The system then fills in the address boxes automatically.
Address Line 1	The first line of the address. The system initially copies this address line from your company’s business account in MYOB Acumatica, but you can change it only if the Override Address check box has been selected.
Address Line 2	The second line of the address. The system initially copies this address line from your company’s business account in MYOB Acumatica, but you can change it only if the Override Address check box has been selected.
City	The city of the portal user’s address. The system initially copies the city from your company’s business account in MYOB Acumatica, but you can change it only if the Override Address check box has been selected.
State	The state or province of the address. The system initially copies it from your company’s business account in MYOB Acumatica, but you can change it only if the Override Address check box has been selected.
Postal Code	The postal code of the address. The system initially copies it from your company’s business account in MYOB Acumatica, but you can change it only if the Override Address check box has been selected.
Country	Your company's country. The system initially copies this from your company’s business account in MYOB Acumatica, but you can change it only if the Override Address check box has been selected.