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MYOB Portal - resources and discussion

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Experienced User Carr-Barnett-AS
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Carr-Barnett-AS
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Re: MYOB Portal - resources and discussion

Is it possible to use the same email address for an end user in multiple portals?

For instance:

Portal A - an individual

Portal B - another individual

Portal C - a Trust that has 2 shareholders one of which is the invidual from Portal A & the other from Portal B

These people may not be related so do not want to share personal information. Therefore wanting Portals A & B

Will they need seperate MYOB logins to view A & C portals?

Or will they need a completely new email for each portal?

Experienced Partner WayneC
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WayneC
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Re: MYOB Portal - resources and discussion

Each user only needs one login.

If they are members of multiple portals, when they log in, they are presented with a list of the portals they can access and they can click on the one they want to access.

So in your case, each user will get a list with their own portal and the trust portal, and they can choose which they want to access.

Experienced User Carr-Barnett-AS
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Carr-Barnett-AS
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Re: MYOB Portal - resources and discussion

thanks, that will make things alot easier

MYOB Staff Post kostasmarkou
107 Posts
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kostasmarkou
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Re: MYOB Portal - resources and discussion

Many Thanks Carr-Barnett for your Query.

We have created a Knowledge Base Article to assist practice's with a Recommended Setup..

http://myobaustralia-ad.custhelp.com/app/answers/detail/a_id/37412/kw/37412

Please feel free to let us know if the article is useful and beneficial to practice's setting up MYOB Portal.
Kostas
Solutions Architect
MYOB Australia Pty Ltd
MYOB Staff Post kostasmarkou
107 Posts
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Australia
kostasmarkou
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Re: MYOB Portal - resources and discussion

Many Thanks WayneC for your quick response..

As always the benefit of the Community forum is to encourage discussion amongst our practice partners.
Kostas
Solutions Architect
MYOB Australia Pty Ltd
MYOB Staff Post kostasmarkou
107 Posts
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Australia
kostasmarkou
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MYOB Portal - resources and discussion - Online Help and various Knowledge Base Article links

Hi All,

 

Link to online help for MYOB Portal;

 

AU - http://adhelp.myob.com/ONLINE/ACC/AU/AE/index.htm#page/Practice_Portal/About_MYOB_Portal.htm

 

NZ - http://adhelp.myob.com/ONLINE/ACC/NZ/AE/index.htm#page/Practice_Portal/About_MYOB_Portal.htm

 

 

 About_MYOB_Portal

 

Link to Knowledge Base Articles;

 

MYOB Portal - Recommended Setup:   

http://myobaustralia-ad.custhelp.com/app/answers/detail/a_id/37412/kw/37412

 

How do I move to the latest version of the AE Client Documents tab.  (Non Document Manager Practices)

http://myobaustralia-ad.custhelp.com/app/answers/detail/a_id/37409/kw/37412

 

Recommendations when wanting to delete a portal.

http://myobaustralia-ad.custhelp.com/app/answers/detail/a_id/37410/kw/37410

 

 

 

Kostas
Solutions Architect
MYOB Australia Pty Ltd
Experienced Partner WayneC
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WayneC
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Re: MYOB Portal - resources and discussion

Hi Kosta,

 

I have tried to access that KB article a couple of times now in 2 different browsers, and the link doesnt seem to work.

 

Wayne

MYOB Staff Post kostasmarkou
107 Posts
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kostasmarkou
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Re: MYOB Portal - resources and discussion

Hi Wayne,

 

Please log into  http://my.myob.com.au

using your registered my.myob username and password.

From the home page

- please ensure you select your practice from the drop down list along the far top.

- click onto the knowledgebase option

- enter the knowledgebase article numbers - 37410 and 37412 resepectively

 

my myob homepage.JPG

Kostas
Solutions Architect
MYOB Australia Pty Ltd
LSneddon1974
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LSneddon1974

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Re: MYOB Portal - resources and discussion

Hi

 

I've got a few inital questions regarding the portal;

 

1. Who has the ability to add/edit portal, users and practice information?  Is there an administrator login?

2.  Will client's who select the option to create an MYOB account to access the portal (rather than using gmail) receive marketing emails from MYOB?

3. We understand the portal reads the list of clients from our AEDM but what is the frequency of this auto-updating?

 

Thanks in advance for any asssitance with these questions.

Former Staff Esbisme
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Esbisme
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Re: MYOB Portal - resources and discussion

Hi @LSneddon1974

 

Welcome to the MYOB Community Forum and thank you for your query regarding the MYOB Portal.

 

Please find the following answers in response to your questions:

 

  • Question 1. Who has the ability to add/edit Portal, users and practice information? Is there an administrator login?

    Answer: All Employees that log into Accountants Enterprise or Accountants Office software using their my.MYOB logins have access to the Portal and can edit, change or maintain the Portal.

 

  • Question 2. Will client's who select the option to create an MYOB account to access the Portal (rather than using gmail) receive marketing emails from MYOB?

    Answer: No. If a client sets up an email that they are invited to the Portal with, under the MYOB sign up now, this is only used to access the Portal.

 

  • Question 3. We understand the Portal reads the list of clients from our AEDM but what is the frequency of this auto-updating?

    Answer: This feature uses the MYOB OnTheGo service running on your server and updates every 30 seconds or so.

 

I hope that this information was helpful Smiley Happy

Cheers,

Esther
Practice Solutions - Support
MYOB Australia Pty Ltd
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