Editing an email address for Users/Contributors in MYOB Portal

This support note applies to:

AO Document Manager (AU)
AO Document Manager (NZ)
AO Tax (NZ)
AE Statutory Reporter (NZ)
AO Practice Manager (NZ)
AO Practice Manager (AU)
AO Workpapers (AU)
AO Statutory Reporter (AU)

Article ID: 38134

In MYOB Portal you may be required to modify or delete an email address for a User or Contributor where the email address has been entered incorrectly or where the client has changed their email address.

The email address may only be removed if there are no outstanding Tasks linked to the client. If the email address had been initially entered incorrectly, prior to deleting the email address, delete any documents that are currently awaiting approval. If your client has changed their email address do not delete documents that are published or signed."

To amend an email address in Portal

Click the Pencil icon to edit the Users details. The Edit User window appears.
Type 'ZZZ' or 'OLD' at the beginning of the User's name to signify that this user is no longer in use. For example "ZZZSue Brown"
The User's name is changed.

If you no longer require the User in the ClientPortal, click the X to delete the user or contributor.
Click + Create new user option and enter the correct details.
The New User is created with the correct email address.