Hosted Compliance operates a layer of logins that is separate to the my.myob cloud services and AE application.
In order to enable a staff member to access Hosted Compliance it is necessary to ensure they have an account with the identical email address configured in Hosted Compliance as they have in my.myob / AE.
Hosted Compliance staff logins can be managed using the provided admin portal.
Access Admin Portal
You can log into the admin portal - https://admin.myobhcp.com with the practice admin credentials you have been provided.
Viewing User Accounts
User accounts can be listed by navigating to the Users > Users menu on the left.
Creating User Accounts
To create a Hosted Compliance user account, navigate to the Users > New User menu on the left and fill out the required information and click Provision.
Important: Make sure the email address of the user account matches the account in AE / my.myob.
In the next screen, click the Hosted Compliance service option and select the appropriate user plan and click Provision.
You can check the status of the user account setup by navigating back to Users > Users to confirm the account has been created and the status is green.
Note: Newly created accounts will take approximately 15 minutes to activate at which point they can be used to log into Hosted Compliance.
Modify Services for each user account
From the list of users accessible via Users > Users, click on the user whos services you want to change. Click on Services (under the username) to list the services provisioned to the account. Click on the required service (like Hosted Compliance) to modified, then select the needed feature (Default or Microsoft Word and Excel). If they don't have Microsoft Word and Excel provisioned, they will be unable to open Word and Excel documents in their session. Click on Provision to make the changes. Wait for the provisioning to complete (wait for the green tick), then request to user to log out of Hosted Compliance and then log in again to get the changed feature.
Removing User Accounts
If a staff member leaves, it is important to remove their account in the Hosted Compliance admin portal in order for billing for this account to stop.
From the list of users accessible via Users > Users, click on the user you would like to remove and click on Deprovision. Confirm by typing DELETE. While this operation is in progress the user status will be orange, once completed it will turn grey.
Once this step is completed, delete the user by clicking on Delete and confirming via OK.