Page tree

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

Compare with Current View Page History

« Previous Version 54 Current »


 

 

Before you can create portals and tasks for your clients, you'll need to do a one-time setup. This includes setting up your practice's portal URL and adding your logo which will be displayed in all client portals you create.

You can then start setting up collaboration portals with your clients, and interact with your clients in a secure area, for the digital approval of documents or updates to activities you're doing for them.

Already set your options, and just want to change something? See Editing your default portal details.

To set your portal options
  1. Go to MYOB Practice by visiting partner.myob.com (or clicking  on the toolbar of your MYOB AE/AO desktop software).

  2. After you've logged in you'll go to the Contacts page. The Create your first client portal message displays.

  3. Click Get set up. The Choose a portal website screen displays.
  4. Enter a URL for your practice.
    • This customised URL will be included in all emails you send to your clients from MYOB Practice.
    • The URL will be something like https://practicename.portal.accountants  where practicename is the name you entered after you accepted the Terms of Use.
    • You can choose to enter a different practice name here if you like. Simply overwrite what is displayed.

    There are some restrictions to the practice name you can enter as part of the URL:

    • The field can't be blank.
    • It must be unique.
    • It can't contain spaces.
    • It must be 50 characters or less.
    • Only letters and numbers can be included. The following special characters can't be used: ([~#%&*{}<>?/+|\"]).
  5. Click Save address. The Add your logo screen displays.

  6. Upload your logo to personalise your client portals and then click Next.

    There are some restrictions on your company logo:

    • It must be one of the following file types: png, jpg, jpeg or gif
    • Its file size can't be more than 800KB.
    • Its dimensions can't be more than 200px wide and 100px high.

    If you don't want to include a logo for now, click I'll do it later.

  7. When the Done! screen appears, click Create a client portal. This will allow you to create a collaboration portal for one of your clients. You can continue to step 5 of Create client portals.