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  1. In AE/AO, you can either:

    1. In the toolbar, click the Documents drop-down and choose Intranet. The Intranet window opens. Login and from the menu, select Administration

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    1. or

    2. From the menu bar, go to Maintenance > Maintenance Map > Documents > Intranet Administration.

  2. Highlight the Intranet heading at the top of the left-hand pane to add a new top level category . or
    Select select an existing category to create a sub-category.

  3. Select File > New Category or right-click the Intranet heading or an existing category and select New Category. The New Category window opens.
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  4. In the Title field, enter a new category title . This field has a (maximum of 30 characters). The Title This is the category description that users will see in the MYOB Intranet left-hand menu Categories.

  5. Under Roles, select the checkboxes of the practice roles that will you want to be able to see view and use this category.

  6. Click OKto save the changes. The New Category window closes. The new category is saved and added to the MYOB Intranet Administration left-hand pane.

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Categories

Assigning role(s) to a category

Editing a category

Deleting a category

No category assigned

Maintaining the MYOB Intranet content