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

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You can Everyone who needs access to a client portal will need to be set up as a user first.

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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 from a number of different pages / screens, e.g., the Create Portal page. 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 create them start from.

Click on + Create new user.
The Create new user dialog displays

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To create portal users

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

Enter a unique Email address for the new user.

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A unique email address is required for each user.

If you enter an email address that is already being used by another user, you'll receive an error message. You'll have to enter another email address for the new user.
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.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.
Click Create.
The Trying to add this user? confirmation dialog displays.
Click Add.
The new user is added to the portal.
Click Create, thenAdd.

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