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Self Service Portal Customization

  • 23 February 2021
  • 7 replies
  • 686 views

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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

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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.

 

 

Userlevel 6
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I’ve set Administrator role in my dev environment to be a Guest role.

When I do a lookup to select “harper” and add him to this role, no Guest Role users are showing up in the lookup.  I am on 2021R1.  

Userlevel 3
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Both Administrator and Customizer roles have to be marked Guest Role. The user type has to be set to Unrestricted External User. 

 

Users
User Types

 

Userlevel 3
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I have done the above as well (in 2022R1) and I can get to Customizations, etc. under Administration, however, I would like to use inspector to start researching DAC/Business Logic from within portal but I don’t know how to get Customization menu on each screen. Specifically being asked to make some changes to the shopping cart (ability to add attachments to items, etc.)

 

 

Userlevel 3
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Actually, I see the Customization Project menu but get an error if I try to access:

If I try to set the Administrator role to Guest Role I still cannot add my user to that role.

 

 

@rjean09 did you succeed with this, having the same issue

Userlevel 3
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@rjean09 did you succeed with this, having the same issue

 

No, unfortunately.  I believe they decided to go in a different direction with the client. 

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