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All your clients from your desktop version of MYOB AE or MYOB AO are listed. Selecting a client from the list will display their details on the right. The Create Portal page displays. Enter a Portal name.
In the Clients in this portal section, Add clients to this portal.
Add Users in this portal.
You'll receive a successful message across the top of your screen when your client portal is created. 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. Share the following link with your clients so that they can find out more about your collaborative portal. You can create a new user from a number of different pages / screens, e.g., the Create Portal page. The way you create a new user is the same no matter where you create them from.
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