Do not delete this page - MYOB Practice and MYOB Academy navigate to it

1. Open MYOB Practice and go to the Contacts page. The Create your first client portal message displays.

2. Click Get set up. The Choose a portal website screen displays.
3. Enter a URL for your practice.
   • This customised URL will be included in all emails you send to your clients from MYOB Practice.
   • The URL will be something like https://practicename.portal.accountants where practicename is the name you entered after you accepted the Terms of Use.

   • You can choose to enter a different practice name here if you like. Simply overwrite what is displayed.

   UI Text Box
   type note
   There are some restrictions to the practice name you can enter as part of the URL: The field can't be blank. It must be unique. It can't contain spaces. It must be 50 characters or less. Only letters and numbers can be included. The following special characters can't be used: ([~#%&*{}<>?/+|\"]).

4. Click Save address. The Add your logo screen displays.

5. Upload your logo to personalise your client portals and then click Next.

   UI Text Box
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   There are some restrictions on your company logo: It must be one of the following file types: pngPNG, jpg, jpeg or gifJPG or JPEG. Its file size can't be more than 800KB. Its dimensions can't be more than 200px 1000px wide and 100px 1000px high.

   If you don't want to include a logo for now, click I'll do it later.

6. When the Done! screen message appears, click Create a client portal. This will allow you to create a collaboration portal for one of your clients. You can continue to step 5 of Create client portals.