Configuring the Customer Portal: To Specify the General Settings of the Customer Portal

In the following implementation activity, you will specify the general settings of the MYOB Acumatica Customer Portal instance.

Story

Suppose that SweetLife Fruits & Jams has decided to create a Customer Portal instance, which will be used by SweetLife customers. Acting as system administrator, you need to configure the system before these users can use it. You also need to specify the general settings for the Customer Portal.

Configuration Overview

For the purposes of this activity, the following tasks have been performed:

  • The MYOB Acumatica application instance with the U100_SSP_Admin_2024.2.1 dataset preloaded and the Customer Portal application instance have been deployed in the same database.
    Tip:
    This deployment is outside of the scope of this course.
  • In the U100_SSP_Admin_2024.2.1 dataset, on the User Roles (SM201005) form of MYOB Acumatica, the Portal Admin role has been assigned to the gibbs user account. The user account is associated with Kimberly Gibbs, the system administrator in the SweetLife Fruits & Jams company. The role provides full administrative privileges in the Customer Portal.

Process Overview

In this activity, you will specify the general settings of the Customer Portal instance on the Portal Preferences (SP800000) form.

System Preparation

Before you start specifying the general settings of the Customer Portal, do the following:

  1. Launch the MYOB Acumatica instance that uses the same database and tenant as the Customer Portal instance to be configured.
  2. Sign in to a company with the U100_SSP_Admin_2024.2.1 dataset preloaded as system administrator by using the gibbs username and the 123 password.
  3. On the Enable/Disable Features (CS100000) form, enable the Customer Portal feature.

Step: Specifying the General Settings of the Customer Portal

To specify the general settings of the Customer Portal, perform the following instructions:

  1. Sign in to a Customer Portal as system administrator by using the gibbs username and the 123 password.
  2. Open the Portal Preferences (SP800000) form.
  3. On the General Settings tab (Portal Settings section), do the following:
    1. In the Portal Name box, type the portal name, such as SweetLife Online Shop.
    2. To restrict the visibility of financial documents, in the Display Financial Documents box, select From Company. With this option selected, the Customer Portal users will see the financial documents associated with a particular company (tenant) and its branches.
      Tip:
      The Display Financial Documents box may be unavailable for editing, which depends on your MYOB Acumatica license. If the box is unavailable for editing, make sure that you have deleted the license that you activated in the Customer Portal (see Configuring the Customer Portal: To License the Customer Portal Instance).
    3. In the Portal Site Company box, which appears, select SWEETLIFE.
  4. On the form toolbar, click Save.

You have specified the general settings of the Customer Portal instance.