Get started

HTML Wrap

class	section group

div

class	internalnote

Do not delete this page - MYOB Practice and MYOB Academy navigate to it

HTML Wrap

class	col span_3_of_5

You can create a new user for a portal from the Create Portal or Edit Portal page. You can also create a user from the Create Task pageEveryone who needs access to a client portal will need to be set up as a user first.

UI Text Box

type	tip

Users can have full access to the client portal, and they'll see everything in the portal.

Users who are contributors will only be able to see documents and tasks that are shared with them, i.e., they have restricted access.

You can create a new user when you're creating or editing a portal, and when creating a task. The way you create a new user is the same no matter where you start from.

UI Expand

expanded	true
title	How toTo create portal users

In the Create Portal , or Edit Portal or Create Task page, click + Add a full access user or + Add a contributor.
Click + Create new user.
Enter the new user's Name andTitle / Position.

Enter a unique Email address for the new user.

Select the status of the new user to be either Full access or Contributor, as required.

Users who have full access to the client portal can see everything in the portal.

Users who are contributors will only be able to see documents and tasks that are shared with them, i.e., they have restricted access.

UI Text Box

type	tip

warning

The email address can't be edited, so make sure you enter the correct email address. Ideally this address should be the one they use to log into their own MYOB products, or an email address associated with a Google account.

If the client later wants to change the address they use to log in to their portal, you'll need to set them up as a new user, and remove the old user account from the portal. See Edit a client portal.

Select the status of the new user to be either Full access or Contributor, as required.
Click Create, thenAdd.

HTML Wrap

width	15%
class	col span_1_of_5

HTML Wrap

float	left
class	col span_1_of_5

Panelbox

name	magenta
title	Related topics

HTML Wrap

class	sidebarlinks

Portals

Create your client portals

About your client portals

View your View a list of client portals

Page tree

Versions Compared

Old Version 13

New Version 24

Key

Was this information helpful?

Why not?

How would you improve this page?

Thanks! Anything you'd like to add?

Get started

Clients

Client files

Tasks

Documents

Tax