Click Clients on the left of the MYOB Practice Online page.

Enter a unique portal name. This is for your reference only.
You should use a portal name that relates to the client you're creating it for.

Select the practice user who should be assigned the administrator role.

They’ll receive any notifications from clients that aren’t replies to tasks they were assigned. For example, if a client uploads a document straight into their portal, the administrator will be notified.

If you don’t select an administrator when creating the portal, the portal creator will become the administrator by default.

In the Clients section, click + Add a client to add one or more clients to this portal.
You can type the client name in the text field or select the client from the list.

Add the users who need to access this portal.

• To add full access users, click + Add a full access user. Type each user's name in the text field or select them from the list.

• To add contributors, click + Add a contributor. Type each user's name in the text field or select them from the list.

• To add a user who isn't currently part of your system, click + Create new user. See Create client portal users for more information.

  - Full access users can view all tasks and documents in the portal. Contributors can only access the documents you share with them.

  - Each person that you add to a client portal must have a unique email address.

  - You can add a user to more than one portal.

  You might want to add an employee in your practice as a full access user. They'll be able to view and access the client portal as a client would.

  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.

You can select a default practice user who should appear as the sender of tasks that are created for users of this portal.



If nobody is currently selected, click + Select the default sender to select a practice user. If you don’t select a default user, the person who creates the task will appear to the client as the task sender, but you can change this person when creating a task.

You might want to select a different user to the task creator if the person who sends the task isn’t the person that the client would usually deal with.

For example, Anna may be the partner who deals with Michelle, Clearwater’s business owner, but James might be the one who sends Michelle her tasks. If you want Anna to appear as the “From” name on emails the client receives and the task creator in the client’s portal, you would set Anna as the default “send as” user.

You can select who should be notified by default when a portal user adds comments to a task or approves a document.



Click + Add someone to notify to select a practice user. Note that when creating a task, the task creator will automatically be added to the Notify list.

If you don’t select any practice users, only the task creator will receive notifications by default, but you can add additional people to notify when creating the task.