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| title | How toTo create a portal |
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| Click Clients on the left of the MYOB Practice Online page Contacts in the top menu bar. - Click Portal and then click list.
- Click Create portal.
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. | UI Text Box |
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| The There are a few restrictions for the portal name you can enter:- the - it - only - only letters and numbers can be included. The following special characters can't be used: ,([~#%*{}<>?/+|\"])
- it - it must be 55 characters or less.
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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. | UI Text Box |
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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. |
Select the practice user who should be assigned the administrator role.
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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.
In the Clients section, click + Add a client to add one or more clients to this portal. For example, you can group your common legal entities into the one portal.
You can type the client name in the text field or select the client from the list. Add the users who need to access this portal. | UI Text Box |
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| A client can only be include in You can add a user to more than one portal. |
the users who need to access this - Each person that you add to a client portal must have a unique, identifiable email address. - You can add a user to multiple portals, so they can easily access the different portals when they need to. - You can add one of your employees as a client portal user so that you can 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. |
Your employee will then be able to view any tasks assigned to them as part of the client portal and any tasks that they have created. 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. |
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title | a full access user- Click + Add a full access user to type a user's name in the text field and/or select the user from the displayed list.
- You can keep adding more full access users if you need to, just click + Add a full access user below the user you've already selected/entered.
If you wish to add a user that's not - contributors, click + Add a contributor. Contributorscan only access the documents you share with them.
a below the Add a full access user field
new info. Your new user is added to your list of full access users.expand| title | To add a contributor |
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| Note: Contributors don't have full access to the portal. They can only access the documents that you share with them. - Click + Add a contributor to type a user's name in the text field and/or select the user from the displayed list.
- You can keep adding more full access users if you need to, just click + Add a contributor below the user you've already selected/entered.
- If you wish to add a user that is not currently part of your system, click + Create a new user below the Add a contributor field.
See Create new users for more info. Your new user is added to your list of contributors.
| You can select a | 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. |
Select the default practice user who should appear as the sender of tasks that are created for users of this portal.
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If nobody is currently selected, click + Select the a default sender to select a practice user. If you don’t select a default user and a practice alias is set up, the person who creates the task will appear to the client as the task sender, but you can change this person task will be sent from the alias. If you don't select a default user and you don't have a practice alias set up, the task will be sent from the user who creates the task. But you can always change the sender when creating a task. | UI Text Box |
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| "Send as" users are practice staff whose names will appear on a task notification sent to clients. This will usually be the practice alias or the partner's or manager's name. 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. | | UI Text Box |
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| If you have 've set up a practice alias, you can select it to be the default task sender. Learn about setting up a practice alias. |
You can select Select who should be notified by default when a portal user adds comments to a task or approves a document.
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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. When you're finished adding clients and users, click Create Portal.
. The "Notify list" is the list of practice staff who need to be notified when tasks are actioned by their clients, including by digital signature. |
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. | UI Text Box |
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| If you set a bulk send assignee, all tasks will be assigned to that user. If you don't set a bulk send assignee, all tasks will be assigned to all users with full access. |
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| Bulk assignee settings are used, for example, for tasks bulk sent from the Transaction processing page (such as coding reports or when you use the Create task feature). Or, for New Zealand users, tax notices sent in bulk as a task. |
- 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.
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