Self-Service Portal Administration (CPE)
Recordings of these training sessions are published at Acumatica Open University. You can find them under the Training Recordings section: https://openuni.acumatica.com/courses/system-admin/end-user-course-self-service-portal-administration/
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For information on CPE credits, please see the Continuing Professional Education section.
Audience: This course is intended for consultants of System Administration processes of Acumatica ERP.
Acumatica ERP Experience Required: at least 3-6 months
Who Should Attend (relationship to Acumatica):
- Partners who implement Acumatica ERP System Administration processes for customers.
- Acumatica end users (customers) who want to learn Acumatica ERP.
Acumatica ERP version: 2023 R1
Training Description: This webinar demonstrates the configuration and maintenance of the Self-Service Portal in Acumatica ERP.
Training Syllabus: The program is covered over three days as follows:
- Day 1: Configuring and Managing Access in the Self-Service Portal. This webinar will show you how to activate the Self-Service Portal, delete it, specify how it's set up, how you create a role for the Self-Service Portal, how to add a user account to a contact, and how to delegate the user management to an admin of a customer's company.
- Day 2: Managing the Inventory Catalog and Configuring Case Management in the Self-Service Portal. This session is about how to figure out what you need to do in order to configure the inventory catalog, how to manage orders in the Self-Service Portal, how to update descriptions for inventory items included in the catalog, how to create sales categories for the inventory catalog, and how to manage sales categories. Also getting familiar with the Self-Service Portal, including viewing inventory items in the catalog and adding items to the cart. Learn how to do case processing in the Self-Service Portal and learn about the tasks you need to do to configure case management, configure basic case management functionality in the Self-Service Portal, and make sure it's configured right.
- Day 3: Tailoring the Self-Service Portal. The webinar series will conclude with lessons on creating a generic inquiry, designing a dashboard, and building a workspace in the Self-Service Portal.
Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:
- Mon, August 21, 2023 10:00 AM - 11:00 AM PT
- Tue, August 22, 2023 10:00 AM - 11:00 AM PT
- Wed, August 23, 2023 10:00 AM - 11:00 AM PT
Registration URL: https://webinar.ringcentral.com/webinar/register/5516891658923/WN_bKiT2oSYSEem944eGo538w
*To provide a cloud instance for attendees, we need to generate a registration report and perform some activities to deploy the instance and send out the credentials. All this takes time and we have to do it several hours before the webinar. So we highly recommend not leaving the registration up to the last minute of the webinar start. Everyone who registers after 6 AM PT of Day 1 session will not receive the link to the cloud instance and credentials for it and will have to attend a webinar in a view-only format.
Instructor: Hekmat Dalloul
Hekmat Dalloul handles the requirement definition and analysis of the portal’s new functionalities. He engages with external stakeholders and collaborates closely with colleagues to offer what Acumatica can do best.
Hekmat brings more than a decade of work experience in development and business, CRM and billing analysis in a wide variety of sectors such as IT, telecom, aviation, and supply chain. Hekmat strives in diverse environments. He speaks four languages and his career spans from the Middle East to Europe and North America.
Prerequisites
For this webinar, attendees are expected to complete the A150 Getting Started with Acumatica ERP course.
Advance Preparations
None. Attendees will be provided with a cloud instance and tenant for training purposes.
Training Materials
Please download the following training materials that you will need for the training:
- Training guide: Self-Service Portal Administration 2023 R1.pdf
- Files for training: Self-Service Portal Administration Files for Training
Continuing Professional Education
- Program knowledge level: Intermediate
- Delivery method: Group Internet based program*
- NASBA field of study: Computer Software & Applications
- Maximum number of CPE credits that may be earned by the participant: 3
Due to this program being offered free of charge, there will be no refunds issued. If you have any questions, please feel free to contact us at training@acumatica.com.
* We offer CPE credits for this course if you attend the course in the format of online instructor-led RingCentral session. During the session, we measure your attentiveness by using polling questions at random times. We provide the certificate if you have answered polling questions during the session. To get the certificate with the confirmed CPE credits, please send a request to training@acumatica.com after the session is complete.
National Registry Statement
Acumatica is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
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