The Team Members function contains all the users that have been configured for MYOB Intranet. This function controls logins, passwords and access to the system. It is also used for contact information that is displayed in MYOB Intranet in the Team lists when team members click the Team button. Team members setup automatically
When team members initially access MYOB Intranet, the system verifies that they have been configured as a team member. The person's network login is used as the identifier. If a person has not already been configured as a team member, the system will automatically do so. Once a new team member is configured they are added to the Team List.
As an administrator, you may need to edit and complete the details. For example, if the convention for your Windows network login is “firstname.lastname” (e.g., joe.sample) the team member will be configured with joe.sample as the user name and login. This will be correct for the login, but you may need to edit the user name as this displays on the Team List. You can also add any other contact details and assign one or more roles to the team member (see Roles).
To add a new team member
Access the MYOB Intranet Administration window. See MYOB Intranet Administration and Maintenance.
Select Maintenance > Team Members on the main menu. The Team Member Management window opens on the Details tab by default.
Either:
Select File > New on the main menu of the Team Member Management window. OR
Click the Add Team Member button on the toolbar.
Enter the User Name of the team member. This is the team member’s full name which will display in the Team List.
Enter who the team member Reports To or select the person from the drop-down. This will display in the Team List.
Enter the Phone / DDI / Ext of the team member. This is the team member’s phone number, direct dial and/or extension. This displays in the Team List.
Enter an alternative contact phone number for the team member in Other Phone. This phone number is only displayed when the MYOB Intranet administrator accesses team member information.
Enter the Mobile Phone number of the team member. This is the team member’s mobile phone number. This displays in the Team List.
Enter the team member’s Email. This is the team member’s email address. This email address is used if the team member is selected in the Team List.
Select one or more Roles as applicable for the team member. The selected roles may determine which categories a person can access. See Categories.
Select the Active option. A team member will only be able to access information in MYOB Intranet or be displayed in the Team List, if they are selected as Active.
Select the Admin option, if required. A person will only be able to access the MYOB Intranet Administration if Admin is selected.
Click Apply. To accept the changes and leave the Team Member Management window open.
Click the Logon Details tab. The Logon Details tab is displayed.
Enter the team member’s Window’s logon name. This is set as the team member’s network login.
Enter the password used for login. The password is only generally used for MYOB Intranet administrators. This is the password that the user will be prompted to enter when accessing MYOB Intranet Administration.
Click Apply. To accept the changes and leave the Team Member Management window open.
Click OK. The Team Member Management window closes and the new MYOB Intranet team member is added.
To edit a team member's details
Access the MYOB Intranet Administration window. See MYOB Intranet Administration and Maintenance.
Select Maintenance > Team Members on the main menu. The Team Member Management window opens on the Details tab by default.
Select the team member’s name from the Name list on the left-hand side panel. The team member’s details are displayed in the Details and Logon Details tabs.
Edit the team member’s details as necessary in the Details and Logon Details tabs.
Click Apply.
Click OK. The changes will be saved to the team member’s details and the Team Member Management window closes.
To delete a team member
Access the MYOB Intranet Administration window. See MYOB Intranet Administration and Maintenance.
Select Maintenance > Team Members on the main menu. The Team Member Management window opens on the Details tab by default.
Select the team member’s name from the Name list on the left-hand side panel. The team member’s details are displayed in the Details and Logon Details tabs.
Delete the team member. This can be done in a number of ways:
Select File > Delete.
Click the Delete Team Member button.
Right-click the selected team member and select Delete.
A MYOB Intranet message appears requesting confirmation of the deletion.
Click Yes. This will permanently delete the team member and s/he will no longer be able to access MYOB Intranet and will no longer display in the Team List.
You can also use the Active option to make the team member inactive without permanently deleting them.
To make an employee an Intranet Administrator
To make an employee an Intranet Administrator, you need to log onto MYOB Intranet as a user with Intranet Administrator rights.
Access the MYOB Intranet Administration window. See MYOB Intranet Administration and Maintenance.
Select Maintenance > Team Members on the main menu. The Team Member Management window opens on the Details tab by default.
In the Name column, select the employee that is to be made an administrator.
Select the Admin checkbox on the Details tab.
Click Apply.
Click OK. The selected employee has Intranet Administrator rights.
