Before you can create portals and tasks for your clients, you'll need to do a one-time setup. This includes setting up your practice's portal URL and adding your logo which will be displayed in all client portals you create. You can then start setting up collaboration portals with your clients, and interact with your clients in a secure area, for the digital approval of documents or updates to activities you're doing for them. Already set your options, and just want to change something? See Editing your default portal details or edit other portal details. | UI Expand |
|---|
| Go to MYOB Practice Online. | UI Text Box |
|---|
| | You can access MYOB Practice Online: - directly from your browser: ae.myob.com (if you have MYOB AE), ao.myob.com (if you have AO) or partner.myob.com . - clicking  Image Removed on the toolbar of your MYOB AE or MYOB AO desktop software. | After you've logged in you'll go to the Clients page. The You need to turn Portals on screen displays.
Click Get Started with Portals.| Excerpt |
|---|
There are two places where you can set logos in MYOB Practice. - Logo for notifications—The logo you set in Settings > Email notifications is displayed in any emails that are generated from MYOB Practice when you create portal tasks for clients or when you send a tax notice to a client.
- Logo for portal—The logo you set in Settings > Portal is displayed on your client's portal login page and within the portal page after the client logs in.
 Image Added
|
| UI Expand |
|---|
| title | To set your portal options |
|---|
| Open MYOB Practice and go to the Contacts page. The Create your first client portal message displays. - Click Get set up. The Choose a portal website screen displays.
- Enter a URL for your practice.
- This customised URL will be included in all emails you send to your clients from MYOB Practice
Online| UI Text Box |
|---|
| There are some restrictions to the practice name you can enter as part of the URL:- the - The field can't be blank.
- it - it - it - It must be 50 characters or less.
- only - Only letters and numbers can be included. The following special characters can't be used: ([~#%&*{}<>?/+|\"]).
|
Click Next Save address. The Personalise Add your Portalslogo screen displays. Upload your logo to personalise your client portals and then click Next. | UI Text Box |
|---|
| There are some restrictions on your company logo:- it - It must be one of the following file types:
png jpg, jpeg or gif
- its maximum file size is 800KB
- dimensions are confined to a width of 200px and height of 100px. |
If - JPG or JPEG.
- Its file size can't be more than 800KB.
- Its dimensions can't be more than 1000px wide and 1000px high.
|
If you don't want to include a logo , simply Skip this Step.
Click Create a Client Portalfor now, click I'll do it later. When the Done! 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 your client portals.
|
| 
Yes
No
Thanks for your feedback.