Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »


 

 

 

 

 

Instructions
  1. 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.

  2. 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.
  3. Click Portals.
  4. Click Create portal.
    The Create Portal page displays.
  5. Enter a Portal name.
    Type a unique identifying name for the connection to your selected client.

     

  6. In the Clients in this portal section, Add clients to this portal.
    Here you can group your common legal entities into one collaborative portal.
    Click on + Add client to type your client 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.
    Click on + Add client below the client you've already chosen / entered to add another client, if required.

     

  7. Add Users in this portal.

     

  8. When you're finished adding clients and users, click Create Portal.
    You'll receive a successful message across the top of your screen when your client portal is created. The Clients > Portals page displays the portal you've just created.
    An email will be sent to your client(s) and user(s) inviting them to connect with your practice as you've set up a secure online space for them to collaborate on documents and accounting tasks. Your client will be able to click the Sign in to your portal button in the email to accept the invitation to use your collaborative space.
    Share the following link with your clients so that they can find out more about your collaborative portal. 
 
Related topics
Troubleshooting