We don't recommend reallocating/reusing a Portal.  This can cause security issues if the documents in the portal is are not cleared correctly.

1. Open MYOB Practice and delete all documents associated with the client portal that is no longer required.

2. Delete all tasks associated with the client portal that is no longer required.
3. Edit the unwanted portal's details.
1. Rename the client portal. We recommend renaming the client portal to something so you know it is closed. For example: Closed – Bob Jones.

2. Remove existing users: To ensure your client can no longer access the portal, remove all the portal users and contributors and add your practice’s email as a user. We don’t delete documents as they are synced back to Document Manager and deleting would break the link.

   UI Text Box
   type tip
   The above steps provide a stepped approach to the management of portals and may prevent the loss of complete portals with documents that may require reinstatement in the future.

• Rename the portal—We recommend that you rename the portal so that you know it's closed.
• Remove the portal users—To ensure your client can no longer access the portal, remove all the portal users and contributors and add your practice’s email as a user. We don’t delete documents as they are synced back to Document Manager and deleting would break the link.