Managing Access to the Customer Portal

To give a contact access to the MYOB Acumatica Customer Portal, you add a user account to the contact account in MYOB Acumatica. This user account must have a contact-related user type and the Portal User role assigned. The settings of the Portal User role define which functionality is available to the portal users. The user type settings determine the ability of the contact users to manage contact user accounts.

In this chapter, you will find information on the Customer Portal access management, including configuring the Portal User role, managing the contact's user accounts, managing contact-related user types, and delegating user management.