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https://help.myob.com/wiki/x/hxqEAQ
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Each person that you add to your client portal (whether they're a full access user or a contributor) must have a unique, identifiable email address.
You can add the same client to multiple portals. Your clients can easily access the different portals when they need to.
Click Clients on the left for your portal.
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.
Click Create portal, then enter a Portal name.
Type a unique identifying name for the connection to your selected client.We recommend that you use a portal name that relates to the client you're creating it for.
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.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 and/or select the client from the displayed list.
You can keep adding more clients if you need to, just click on + Add client below the client you've already selected / entered.A client can only be include in one portal.
Add Users in this portal.
Each person that you add to a client portal must have a unique, identifiable email address.
Your clients can get a free email account from one of many providers, such as gmail, outlook or hushmail.
You can add one of your employees as a client portal user so that you can view and access the client portal as a client would. Your employee will then be able to view any tasks assigned to them as part of the client portal and any tasks that they have created. They won't be able to approve or reject any documents that haven't been assigned to them. They will, however, be able to view all documents listed within the client's portal.
To add a full access user- Click + Add full access user to type a user's name in the text field and/or select the user from the displayed list.
- You can keep adding more full access users if you need to, just click + Add full access user below the user you've already selected/entered.
- If you wish to add a user that's not currently part of your system, click + Create new user below the Add full access user field.
See Create new users for more info. Your new user is added to your list of full access users.
To add a contributor- Click + Add contributor to type a user's name in the text field and/or select the user from the displayed list.
- You can keep adding more full access users if you need to, just click + Add contributor below the user you've already selected/entered.
- If you wish to add a user that is not currently part of your system, click + Create new user below the Add contributor field.
See Create new users for more info. Your new user is added to your list of contributors.
- When you're finished adding clients and users, click Create Portal.
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: Collaborate with MYOB Portal.
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