After you've created a client, you can either create a portal just for them, or add them to an existing portal. UI Expand |
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expanded | true |
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title | To add a client to an existing portal |
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| Click Contacts in the top menu bar. Click Portal list. - Find the portal you want to add the client to, and click Edit.
- Click + Add a client and type your client's name in the text field. Keep adding as many clients as required, by clicking + Add a client below the client already listed.
Add any new users who will need to log into the portal: - To add a full access user, click + Add a full access user and type your user's name in the text field, or click + Create new user if they aren't already entered as users in MYOB Practice.
Keep adding as many full access users as required, by clicking + Add a full access user below the user already listed.
- To add a contributor, click + Add a contributor and type your user's name in the text field, or click + Create new user if they aren't already entered as users in MYOB Practice.
Keep adding as many contributors as required, by clicking + Add a contributor below the user already listed. - To remove a full access user or contributor from the portal, click
associated with the user.
- Click Update.
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