Configuring the Customer Portal: General Information

The MYOB Advanced Customer Portal provides tools that you can use to configure and maintain your Customer Portal instance.

Learning Objectives

In this chapter, you will do the following:

  • Activate the license of the Customer Portal
  • Delete the license of the Customer Portal
  • Specify the general settings of the Customer Portal

Applicable Scenarios

You may need to configure the Customer Portal in the following cases:

  • You want to create a special site for your customers for better communication and to work with them.
  • You want each customer to have access to documents, such as contracts or invoices.

Administration of the Customer Portal

By using the system management tools of the Customer Portal, you can activate the license of your Customer Portal instance, specify the default settings, configure access to the functionality, set up single sign-on (SSO) with the supported identity providers, and customize your Customer Portal instance.

To access the system management functionality of the Customer Portal, you must sign in to your Customer Portal instance with a user account to which the Administrator or Portal Admin role is assigned.

Roles for Customer Portal Management

In MYOB Advanced, you configure all access by using roles. For your company's internal users to perform configuration and management tasks in the Customer Portal, these users must have sufficient access rights to the Customer Portal. Generally, the users who work with the Customer Portal need access rights to do the following:

  • Configure and manage the Customer Portal instance: You assign these users the Portal Admin role, which has been specifically designed for those users who will configure and manage the Customer Portal.
  • Initially configure the Customer Portal instance: You can assign these users the Administrator role, which gives these users full access to all system objects.
    Attention: We recommend that you assign this role to users only during the initial Customer Portal setup. After the setup, you should assign the role to users only in extraordinary cases.

For more information on MYOB Advanced roles, see Managing User Access.

Licensing of the Customer Portal

The MYOB Advanced Customer Portal is a separate application instance that requires licensing. The Customer Portal instance and the standard MYOB Advanced instance use different types of licenses.

By default, the Customer Portal is installed in trial mode, which means that only two users may concurrently use the system. Each time a third user signs in to the Customer Portal, one of the current users is forcibly signed out.

When you obtain and activate the license for using the Customer Portal, the trial mode restrictions are removed.

You use the Activate License (SM201510) form to enter a product key or upload a license file and then activate the system.

External Identity Provider for the Customer Portal

The MYOB Advanced Customer Portal supports single sign-on (SSO) with Google and Microsoft Account. With SSO enabled, any user of the Customer Portal who specified their account with the identity provider for their user account in the Customer Portal will be able to sign in with their external account. For more information on SSO in MYOB Advanced, see Single Sign-On with Google and Single Sign-On with Microsoft Account.