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
Best answer by yisroel39
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.
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.
+2I’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.
Both Administrator and Customizer roles have to be marked Guest Role. The user type has to be set to Unrestricted External User.
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.)
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.
No, unfortunately. I believe they decided to go in a different direction with the client.
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