In the reallocation, you must first remove any existing associated tasks and documents. If this is not done, you may run into security problems, with documents from different clients in a portal that shouldn't be there. We advise caution when doing this.

1. Go to MYOB Practice.

2. Delete all documents associated with the client portal that is no longer required.

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   Don't forget to download copies of signed files before deleting.

3. Delete all tasks associated with the client portal that is no longer required.
4. Edit the unwanted portal's details.
1. Rename the client portal. If you're not reallocating the portal to another client straight away, rename the client portal to something like Unused Portal, so that you know that it is available for future use.
2. Add new clients and then remove existing clients. If you're not reallocating the portal to another client straight away, add a test client so that you have the ability to allocate it in the future, as each client portal must contain at least one client.

3. Add new users and then remove any existing users. If you're not reallocating the portal to another client and users straight away, you can use the practice's generic email address in this instance, so that you can allocate other users in the future.

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   The above steps provide a stepped approach to the management of MYOB Portals and may prevent the loss of complete Portals with documents which may require re-instatement in the future.

• Rename the Portal. It is highly recommended to use a name that will identify the Portal as Closed- For example:  Closed and then the previous portal name. eg. Closed – Bob Jones.
• Remove the Portal Users.  Remove all the portal users and contributors and then add your practice’s email as a user.  This will ensure your client can no longer access the portal information.
  We don’t delete documents as they are synced back to Document Manager and deleting would break the link.