New to portals? You might want to get a rundown of how portals work first, and then set up your practice's default portal details.

1. Click Clients in the side navigation bar.

2. Click Portal list.
3. Click Create portal.

4. Enter a unique portal name. This is for your reference only.
   You should use a portal name that relates to the client you're creating it for.

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   The are a few restrictions for the portal name you can enter: - the field can't be blank - it must be unique - only letters and numbers can be included. The following special characters can't be used: ,([~#%*{}<>?/+|\"]) - it must be 55 characters or less.

5. In the Clients section, click + Add a client to add one or more clients to this portal.

   You can type the client name in the text field or select the client from the list.

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   You can group your common legal entities into the one portal. Note that a client business can only be associated to one portal.

6. Select the practice user who should be assigned the administrator role.
   
   They’ll receive any notifications from clients that aren’t replies to tasks they were assigned. For example, if a client uploads a document straight into their portal, the administrator will be notified.
   
   If you don’t select an administrator when creating the portal, the portal creator will become the administrator by default.
   
   

7. Add the users who need to access this portal.

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   You can add a user to more than one portal.

   • To add full access users, click + Add a full access user. Full access userscan view all tasks and documents in the portal.
     

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     You might want to add an employee in your practice as a full access user. They'll be able to view and access the client portal as a client would. They won't be able to approve or reject any documents that haven't been assigned to them. They will, however, be able to view all documents listed within the client's portal.

   • To add contributors, click + Add a contributor. Contributorscan only access the documents you share with them.
     
     

   • To add a user who isn't currently part of your system, click + Create new user. See Create client portal users for more information.

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     If you're creating a new user, make sure you enter the email address they use to log into their own MYOB products, or an email address associated with a Google account. Learn more Also, each person that you add to a client portal must have a unique email address.

8. Select the default practice user who should appear as the sender of tasks that are created for users of this portal.
   
   If nobody is currently selected, click + Select a default sender to select a practice user. If you don’t select a default user, the person who creates the task will appear to the client as the task sender, but you can change this person when creating a task.
   
   You might want to select a different user to the task creator if the person who sends the task isn’t the person that the client would usually deal with.
   
   For example, Anna may be the partner who deals with Michelle, Clearwater’s business owner, but James might be the one who sends Michelle her tasks. If you want Anna to appear as the “From” name on emails the client receives and the task creator in the client’s portal, you would set Anna as the default “send as” user.
   
   

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   If you have set up a practice alias, you can select it to be the default task sender. Learn about setting up a practice alias

9. Select who should be notified by default when a portal user adds comments to a task or approves a document.
   
   Click + Add someone to notify to select a practice user. Note that when creating a task, the task creator will automatically be added to the Notify list.
   
   If you don’t select any practice users, only the task creator will receive notifications by default, but you can add additional people to notify when creating the task.
   
   

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   You can add a practice alias as a user to notify, so that the email notifications are sent to the email account associated with the alias. Learn about setting up a practice alias

10. Choose who in the portal should be assigned tasks that are bulk-sent from the Transaction processing page (such as coding reports or when you use the Create task feature).
    
    To select the bulk task assignees, click + Add an assignee. If you don’t select any bulk task assignees, the tasks will be automatically assigned to all full access users.
    
    

11. Click Create.
    
    The Clients > Portals page displays the portal you've just created. An email will be sent to your client(s) and user(s) inviting them to connect with your practice as you've set up a secure online space for them to collaborate on documents and accounting tasks. Your client will be able to click the Sign in to your portal button in the email to accept the invitation to use your collaborative space.