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Once you've configured MYOB Portal and you're able to see all your clients listed, you can start setting up collaboration portals with your clients. This connection enables you to interact with your clients in a secure area, for the digital approval of documents or updates to activities you're doing for them.

The first time that you access your portal, you'll need to do a one-time only set up. Here you're able to set up your portal name and add your company logo which will be displayed in all the client portals you create.

  1. Access MYOB Portal.

    You can access MYOB Portal in 2 ways:

    - directly from your browser using (if you have MYOB AE) or (if you have AO). Bookmark the page for easy access in the future.
    - clicking  on the toolbar of your desktop version of MYOB AE or MYOB AO.

  2. Click Clients on the left.
    As you're setting up your end of MYOB Portal for the first time, the You need to turn Portals on screen displays.

  3. Click Get Started with Portals.
    The Getting started with portals screen displays. This is where you'll enter a url for your practice that clients will access and receive updates from.
  4. Enter a url for your practice.
    This customized url will be included in all emails you send to your clients from the portal.
    The url will be where practicename is the name you entered after you accepted the Terms of Use. You can choose to enter a different practicename here if you like. Simply overwrite what is displayed.

    There are some restrictions to the practicename you can enter as part of the url:
    - 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 can't contain spaces
    - it must be 50 characters or less.
    You can edit your portal details at a later stage if needed.

  5. Click Next.
    The Personalise your Portals screen displays.

  6. Upload your logo to personalize your client portals.

    1. Click Choose File to select your company logo.

      There are some restrictions on your company logo:
      - it must be one of the following file types: png, jpg, jpeg or gif
      - its maximum file size is 800KB
      - dimensions are confined to a width of 200px and height of 100px.

    2. Click Upload Logo.
      A successful message will be displayed.
      If you don't want to include a logo, simply click Skip this Step.
  7. Click Create a Client Portal.
    This will allow you to create a collaboration portal for one of your clients. Continue to Step 5 of Creating your client portals.