Setting up the Customer Portal site group

If you have an existing site group on the Site Groups form in the back office, which contains all sites specified for your PortalSiteGroup during data source configuration, then you do not need to create a Customer Portal site group. You will select the existing site group for portal parameters.

If your PortalSiteGroup data source contains sites other than those in an existing site group, you must create a new site group.

If you have only one site that is exposed to the Customer Portal and for which a site group does not exist, you still must create the Customer Portal site group and assign that site.

In the Primary Site in the Customer Portal site group, open the Portal Parameters form. In the Customer and Reseller Portals section, specify the site group.

Note: If the Customer Portal site group contains different sites than your Accounts Receivable site group, as specified on the Accounts Receivable Parameters form, then data on the portal Account Balance page will not equal that shown in the back office and may not represent accurate customer aging information. In this case, you may choose to hide the portal Account Balance page.