Editing your client portal

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

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

You're able to edit the details of your client portal to:

correct any errors
add another client or user
add a new full access user or contributor
remove a client or user
edit the details of a user associated with the portal.

Think about the following when editing a client portal ...

A client portal can't be deleted once it's created.
At least one client and one user must be associated with a client portal.
You can add or remove clients and/or users from an existing portal.
When you add a new user to the portal, they'll be sent an email to invite them to the collaborative portal.
Any users that you remove from the portal won't be notified that they're no longer part of the portal.
Clients or users can't be removed from a portal if they have an associated open task. The task must be completed before the client or user is removed.
Any existing tasks associated with a client or user who has been removed from the portal, will remain in your Tasks page and the task history of the client's Tasks page.
You won't be able to publish a document from your desktop MYOB AE or MYOB AO to a client or user who has been removed from the portal. An error message will be displayed.
If you've removed a user from a client portal, they'll no longer be able to log into the portal. They will still be able to log into other portals to which they have been included.

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.
Click Clients on the left.
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.
Click Portals.
All the portals you've created are listed in alphabetical order.
Click Edit for the selected client portal.
The Edit Portal page displays.
Edit the Portal name, if required.
Simply delete the existing text and enter a new portal name.

The are a few restrictions for the portal name you can enter:
- 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 must be 55 characters or less.
Add or remove Clients in this portal, if required.

To add a client

Click + Add client and type your client's name in the text field. As you start typing, a list of possible clients displays. Select the client from the list or just keep typing the client's name. Keep adding as many clients as required, by clicking + Add client below the client already listed.

To remove a client

Click associated with the client you want to remove from the portal.
Add or remove existing Users in this portal, if required.

To add a full access user

Click + Add full access user and type your user's name in the text field. As you start typing, a list of possible users displays. Select the user from the list or just keep typing the user's name. Keep adding as many full access users as required, by clicking + Add full access user below the user already listed.

To add a contributor

Click on + Add contributor and type your user's name in the text field. As you start typing, a list of possible users displays. Select the user from the list or just keep typing the user's name. Keep adding as many contributors as required, by clicking + Add contributor below the user already listed.

To remove a user

To remove a full access user or contributor from the portal, click associated with the user.
Add new users to this portal, if required.
Once you click + Add full access user or + Add contributor, you'll have access to the + Create new user option. See Creating new users for more info.
Edit the details of the existing full access or contributor users, if required.
1. Click associated with the user.
  The Edit user dialog displays.
2. Edit the Name and Title / Position of the user.
  
  The Email address can't be edited.
  
  If the user's email address is incorrect, you'll have to remove the user and then add or create them again.
Click Update.
Any changes you've made to the portal are saved.