Deleting a client portal

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

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In MYOB Portal, there's no capability, as yet, to delete a client portal. However, there's a work around that you can use to reallocate an existing portal to another client and other users. In reallocating an existing client portal to another client and other users, you must first remove any existing associated tasks and documents. If this is not done, you may run into problems of security, with documents from different client in a portal that shouldn't be there.

Instructions

Access MYOB Portal.

You can access MYOB Portal in 2 ways:
- directly from your browser using http://ae.myob.com (if you have MYOB AE) or http://ao.myob.com (if you have AO). Bookmark the page for easy access in the future.
or
- clicking on the toolbar of your desktop version of MYOB AE or MYOB AO.
Delete all documents associated with the client portal that is no longer required. See Deleting a document for more info.
Delete all tasks associated with the client portal that is no longer required. See Deleting a task for more info.
Edit the unwanted portal's details. See Editing my client portal for more info.

Rename the client portal.
If you're not reallocating the portal to another client straight away, rename the client portal to something like Unused Portal, so that you know that it is available for future use.
Add new clients and then remove existing clients.
If you're not reallocating the portal to another client straight away, add a test client so that you have the ability to allocated it in the future, as each client portal must contain at least one client.
Add new users and then remove any existing users.
If you're not reallocating the portal to another client and users straight away, you can use the practice's generic email address in this instance, so that you can allocate other users in the future.

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