Page Information - Edit a client portal - MYOB Practice

Title:	Edit a client portal
Author:	Unknown User (vilma.zubak)	Jan 06, 2016
Last Changed by:	MartinW	Jun 28, 2023
Tiny Link: (useful for email)	https://help.myob.com/wiki/x/JxGEAQ
Export As:	Word · PDF

Incoming Links

MYOB Practice (10)
Page: Setting up your portal options
Page: Tax notices workflow - NZ
Page: Approve and lodge an FBT form - AU
Page: Create client portal users
Page: Editing your default portal details
Page: Deleting a client portal
Page: Create a general task
Page: Sending a tax notice to a client - NZ
Page: Coding report preferences
Page: Setting up notification preferences

PS Help: Practice Manager (1)
Page: Getting your client’s digital approval on documents

Hierarchy

Parent Page
Page: Portals

Labels

There are no labels assigned to this page.

Hot Referrers

(713)	https://www.google.com/
(264)	https://partner.myob.com/
(135)	https://www.google.com.au/
(53)	help.myob.com/ps/wiki/display/MP/Edit+a+client+portal
(52)	help.myob.com/
(42)	audmzcmscf01.aumeldmz.local:8091/wiki/brikit/pages/editpage…
(25)	https://www.bing.com/
(21)	https://help.myob.com/
(17)	https://www.myob.com/au/support/accountants-and-bookkeepers…
(12)	https://myobconfluence.atlassian.net/

Recent Changes

Time	Editor
Jun 28, 2023 17:56	MartinW	View Changes
Jun 05, 2023 17:46	MartinW	View Changes
May 11, 2022 12:25	MartinW	View Changes
Feb 02, 2022 13:02	MartinW	View Changes
Dec 01, 2021 17:39	MartinW

View Page History

Outgoing Links

External Links (2)

https://arlive.atlassian.net/browse/ATB-1864?src=confmacro

https://help.myob.com/wiki/x/iwcNB

MYOB Practice (9) Page: Create client portal users
Page: Sending a tax notice to a client - NZ
Page: Editing your default portal details
Page: Portals
Page: Transaction processing
Page: Creating clients and contacts
Page: Create client portals
Page: Deleting a client portal
Page: Edit a client portal

Was this information helpful?

Yes

Why not?

How would you improve this page?

Unfortunately, we won't be able to respond to your feedback. Please don’t enter any personal information—if you need urgent help, contact our support team instead.

Thanks for your feedback.

Thanks! Anything you'd like to add?

We’d love to know what worked so we can keep improving our help. Please don’t enter any personal information—if you need more help, get in touch with our support team.

Page tree

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