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You're able to edit the details of your client portal to:

correct any errors
add another client or user
add a new full access user or contributor
remove a client or user
edit the details of a user associated with the portal.

Think about the

Consider the following when editing a client portal ...

A client portal can't be deleted once it's created.
At least one client and one user must be associated with a client portal.
You can add or remove clients and/or users from an existing portal.
When you add a new user to the portal, they'll be sent an email to invite them to the collaborative portal.
Any users that you remove from the portal won't be notified that they're no longer part of the portal.
Clients or users can't be removed from a portal if they have an associated open task. The task must be completed before the client or user is removed.
Any existing tasks associated with a client or user who has been removed from the portal, will remain in your Tasks page and the task history of the client's Tasks page.
You won't be able to publish a document from your desktop MYOB AE or MYOB AO to a client or user who has been removed from the portal. An error message will be displayed.
If you've removed a user from a client portal, they'll no longer be able to log into the portal. They will still be able to log into other portals to which they have been included.

UI Expand

title	How to

Click Clients on the left for your portal, then Portals.
Click Edit for the selected client portal.

Edit the Portal name, if required.
Simply delete the existing text and enter a new portal name.

UI Text Box

type	tip

The are a few restrictions for the portal name you can enter:
- the field can't be blank
- it must be unique
- only letters and numbers can be included. The following special characters can't be used: ,([~#%*{}<>?/+|\"])
- it must be 55 characters or less.

Add or remove Clients in this portal, if required.
UI Expand
title To add a client
Click + Add client and type your client's name in the text field. Keep adding as many clients as required, by clicking + Add client below the client already listed.
UI Expand
title To remove a client
Click associated with the client you want to remove from the portal.

Add or remove existing Users in this portal, if required.

UI Expand

title	To add a full access user

Click + Add full access user and type your user's name in the text field. Keep adding as many full access users as required, by clicking + Add full access user below the user already listed.

UI Expand

title	To add a contributor

Click on + Add contributor and type your user's name in the text field. Keep adding as many contributors as required, by clicking + Add contributor below the user already listed.

UI Expand

title	To remove a user

To remove a full access user or contributor from the portal, click associated with the user.

Add new users to this portal, if required.
Once you click + Add full access user or + Add contributor, you'll have access to the + Create new user option. See Create new users for more info.
Edit the details of the existing full access or contributor users, if required.
1. Click associated with the user.
2. Edit the Name and Title / Position of the user.
  UI Text Box
  type note
  The Email address can't be edited.
  UI Text Box
  type tip
  If the user's email address is incorrect, you'll have to remove the user and then add or create them again.
Click Update.

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Delete a client portal

About your client portals

View your client portals

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Versions Compared

Old Version 13

New Version 14

Key

Consider the following when editing a client portal ...

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