- Created by Unknown User (vilma.zubak), last modified by StevenR on Jul 20, 2018
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https://help.myob.com/wiki/x/OLbMAQ
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Get started with portals
Create portals for each of your clients to make collaboration easy. Portals enable you to share documents securely and keep your clients up-to-date.
* Digital signature approval is only available if you use MYOB AE/AO in your practice
If you haven't created a portal before, you might need to set up your default your portal options first. Then you can start creating client portals.
Clients vs users
When you create a portal for a client, you need to choose who can access the portal. All who need access must be set up as a portal user.
For example, say you have a client named JJ Clear Cleaners, which is a partnership owned by Jane and Jim Clear.
You can set up a portal for JJ Cleaners (the client), so you can collaborate with the owners online. However, before Jane and Jim can access the portal, you need to create user records for them. If someone else needs access to her portal or a portal document, you'll need to create user records for them too.
If Jane also has an interest in a separate partnership, you can assign the user record you already created for her to the other partnership's portal.
In summary, a user can be assigned to more than one portal, but you can only have one portal for each client.
Access control
When you create a portal, you control who has access to it, and whether they get full access to the portal, or restricted access to specific documents (contributors):
| Full access | Users can see all documents and associated tasks available in the portal. |
| Contributors | Users with restricted access:
|
Examples
The following examples will give you some ideas on how you can set up portals for different types of clients.
Jane Clear is an individual for whom you prepare an annual tax return and provide some financial planning advice.
In MYOB Practice Online, you would create a portal with Jane as the sole user.
Ben and Cecila Abbot, a married couple, operate a business as a partnership.
Each are familiar with the financial situation of the partnership and each other's financial details.
As their accountant, you would set up a client portal for their partnership, Abbot Portal, with both Ben and Cecila as portal users.
The Darwell Family Group consists of 4 members - Lisa (Mum), Paul (Dad) and 2 children, Naomi and Sam.
- All in the family group are part of the Darwell Company.
- Sam generates an independent income and has other assets apart from the company.
- Naomi is still a minor and has no independent income.
When you're thinking about setting up portals for the Darwell Family, you could set up:
- a client portal with all the members of the family group for the company
- a separate portal for mum and dad, for their tax and accounting needs
- a portal for San so that his tax and accounting requirements are kept separate from the rest of the family group.
Therefore, for the Darwell Family Group, 3 client portals could be created.
Jane is refinancing her business loan and her bank has requested that she provide them with a number of documents in order to secure the loan.
As her accountant, you're able to add the bank as a contributor to Jane's portal so that they can access the documents that they need. The bank won't have access to the whole portal, only to the documents that you share with them.
This will save you time and resources in photocopying the documents and mailing them to the bank; and the bank can access the documents immediately speeding up the loan process.
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