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 ...

Please 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. 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.