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Self Service Portal Customization

  • 23 February 2021
  • 1 reply
  • 27 views

Hello, 

We are trying to create some customizations for our self-service portal, however we are not having luck getting the customization screen to load the screens objects. The screens are blank.

Anyone had luck customizing self-help portal?

 

 

Acumatica 2020 R1
Build 20.111.0017

 

 

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Best answer by yisroel39 23 February 2021, 17:47

Solution:

The customizing user has to be connected to a business account.

To achieve this you have to give the portal user be Administrator and Customizer roles. You’ll have to set both those roles as Guest roles.

 

 

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1 reply

Solution:

The customizing user has to be connected to a business account.

To achieve this you have to give the portal user be Administrator and Customizer roles. You’ll have to set both those roles as Guest roles.

 

 

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