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After you've created a client, you can either create a portal just for them, or add them to an existing portal.

 

To add a client to an existing portal
  1. Click Clients in the side navigation bar.

  2. Click Portal list.

  3. Find the portal you want to add the client to, and click Edit.
  4. Click + Add a client and type your client's name in the text field. Keep adding as many clients as required, by clicking + Add a client below the client already listed.
  5. Add any new users who will need to log into the portal:

    • To add a full access user, click + Add a full access user and type your user's name in the text field, or click + Create new user if they aren't already entered as users in MYOB Practice.
      Keep adding as many full access users as required, by clicking + Add a full access user below the user already listed.

    • To add a contributor, click + Add a contributor and type your user's name in the text field, or click + Create new user if they aren't already entered as users in MYOB Practice.
      Keep adding as many contributors as required, by clicking + Add a contributor below the user already listed.
    • To remove a full access user or contributor from the portal, click associated with the user.

  6. Click Update.