Get started

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Once you've configured MYOB Portal and you're able to see all your clients listed, you can 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. This connection will enable you to , and interact with your clients in a secure area, for the digital approval of documents or updates to activities you're doing for them.

The first time that you access your portal, you'll need to do a one-time only set up. Here you're able to set up your portal name and add your company logo which will be displayed in all client portals you create.

Go to your portal.

You can access your portal in 2 ways:

- directly from your browser using ae.myob.com (if you have MYOB AE) or ao.myob.com (if you have AO). Bookmark the page for easy access in the future.
or
- clicking

Image Removed on the toolbar of your desktop version of MYOB AE or MYOB AO

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Already set your options, and just want to change something? See Editing your default portal details.

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title	To set your portal options

Go to MYOB Practice by visiting partner.myob.com (or clicking Image Added on the toolbar of your MYOB AE/AO desktop software).
After you've logged in you'll go to the Clients Contacts page. As you're setting up your end of MYOB Portal for the first time, the You need to turn Portals on screen The Create your first client portal message displays.
Click Get Started with Portalsset up.
The Getting started with portals The Choose a portal website screen displays. This is where you'll enter a url for your practice that clients will access and receive updates from.

Enter a url URL for your practice.

This

customized url

customised URL will be included in all emails you send to your clients from

the portal

MYOB Practice.
The

url

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

practicename

practice name here if you like. Simply overwrite what is displayed.

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There are some restrictions to the practicename practice name you can enter as part of the urlURL:- the

The field can't be blank.

- it

It must be unique.

- it

It can't contain spaces.

- it

It must be 50 characters or less.

- only

Only letters and numbers can be included. The following special characters can't be used: ([~#%&*{}<>?/+|\"])

You can edit your portal details at a later stage, if needed

.

Click Next Save address.
The Personalise Add your Portalslogo screen displays.

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

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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

Its file size

is 800KB
- dimensions are confined to a width of 200px and height of 100px.

If

can't be more than 800KB.
Its dimensions can't be more than 200px wide and 100px high.

If you don't want to include a logo , simply Skip this Step.Click Create a Client Portal.
for now, click I'll do it later.

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