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 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 a system administrator, you need to configure the system before these users can use it, and you 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 Advanced application instance with the U100 dataset preloaded and the Customer Portal application instance have been deployed in the same database.
    Tip: These instances must be deployed in the same database. This deployment is outside of the scope of this training.
  • In the U100 dataset, on the User Roles (SM201005) form of MYOB Advanced, the Portal Admin role has been assigned to the gibbs user account. The role provides full administrative privileges in the Customer Portal. The user account is associated with Kimberly Gibbs, the system administrator in the SweetLife Fruits & Jams company.

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 Advanced instance that uses the same database as the Customer Portal instance to be configured, and sign in to a company with the U100 dataset preloaded as an administrator by using the gibbs username and the 123 password.
  2. Enable the Customer Portal feature on the Enable/Disable Features (CS100000) form.

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 company as an 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 Advanced license.
    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.