Solved

Customer Portal Home Page

  • 10 April 2023
  • 3 replies
  • 330 views
Kandy Beatty
Rank
Userlevel 7
Badge +16

There is an older article on how to customize the home page for the Self Service Customer Portal:

Technical Tuesday: Editing the Acumatica Portal Home Page | Acumatica Cloud ERP

However, Step 2 is outdated, you can no longer change to the Classic UI. Does Anyone have an updated version of this?

From the Classic UI you can:

  1. Access the Documentation Menu where you added your wiki
  2. Click the Create New Article option in the left menu

Acumatica Dashboard - Documentation Section.

I started by creating a very simple article as illustrated below.

Cloud ERP - Configuration Settings.

Set the access rights of your new screen so that portal users can see it. If you do not do this, then users will see the old portal home screen.

Portal Home Page - Access Rights.

icon

Best answer by Kandy Beatty 12 April 2023, 14:18

View original
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.

3 replies

Kandy Beatty
Rank
Userlevel 7
Badge +16

HI Everyone!

We figured this out:

We created a new wiki with the access rights

Then set that on the preferences of the portal

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Chris Hackett
Rank
Userlevel 7
Badge

Thank you for sharing your solution with the community @kandybeatty49 !

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
R
Rank

I’m having problems creating a custom home screen for our customer portal.

I was able to follow your instructions to create a Wiki and set it as the homepage but I still get the generic homescreen on our customer portal.  Do I need to add an article to the wiki I created as was outlined in Step 2 of the original older article?

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved