Setting up and managing Hosted Compliance accounts

This information is for users of our Hosted Compliance service.

Access the admin portal and view, create and remove user accounts.

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.

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.