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https://help.myob.com/wiki/x/1BaEAQ
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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.
Consider 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.
- 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.
Click Clients on the left for your portal, then Portals.
- Click Edit for the selected client portal.
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 clientClick + Add client and type your client's name in the text field. Keep adding as many clients as required, by clicking + Add client below the client already listed.
To remove a clientClick
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 userClick + Add full access user and type your user's name in the text field. Keep adding as many full access users as required, by clicking + Add full access user below the user already listed.
To add a contributorClick on + Add contributor and type your user's name in the text field. Keep adding as many contributors as required, by clicking + Add contributor below the user already listed.
To remove a userTo 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 Create new users for more info. - Edit the details of the existing full access or contributor users, if required.
- Click
associated with the user. 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 create them again. Edit the user's name (for example, add "OLD" to the name), and then create the new user with the correct email address. You can then remove the old user from the Client Portal if required.
The user may only be removed if there are no outstanding Tasks linked to the client. If the email address had been initially entered incorrectly, prior to deleting the email address, delete any documents that are currently awaiting approval. If your client has changed their email address, do not delete documents that are published or signed.
- Click
- Click Update.
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