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Security: Customer Access
Within MYOB Accounting, every company you do business with
is recorded in a card, therefore it makes sense to grant assess to your
Virtual Merchant website through MYOB's customer card records [1].
To Grant Customer Access to your website:
- From the MYOB Accounting Card File Command Centre,
click Cards List to open the Card List Window.
- Click the Customer tab to view only customer cards.
- Click the zoom arrow next the the name of the
customer you want to grant access to. The Card Information window
appears, displaying the card you selected.
- Click the Card Details tab to display the Notes
field.

- Click anywhere in the Notes field and type the
label vmUsername: on a new line,
followed by a username at least 4 characters long, then press Enter. Example:
“vmUsername:charles@bigpond.com.au”
- Type the label vmPassword: on a new line, followed by a password at least 4 characters long,
then press Enter.
Example: “vmPassword:charlie99”
- IMPORTANT - Ensure each customer has a shipping address
- When you're finished, click OK.
Repeat steps 3 to 7 for each customer you wish to have
access to your Virtual Merchant website [2].
Tip
Customers are less likely to forget their username if
it's something they can remember like their email address [5].
Denying Customer Access
To deny an existing customer access, simply remove the
text pertaining to the username and password from the Notes field on the
Customer Card [2].
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Notes
[1]
All customers are initially denied access to
your Virtual Merchant website.
Additionally, customer cards marked
“Inactive Card” cannot be granted access
even if you have already entered a username
and password - refer to your MYOB
documentation for further explanation
regarding inactive cards. [2]
Changes made within MYOB are not reflected
on your website until you Upload Data, and
synchronise your website.
[3] Usernames and Passwords may
coexist with any other text in the Notes
field provided both the username and
password are not mixed with other text on
the same line. The maximum number of
characters enterable in the Notes field is
255.
[4]
Usernames and passwords must be at least 4
characters in length, and no more than 30
characters in length - numbers and letters
can be freely mixed.
[5]
Email addresses can be used as valid
usernames; therefore some punctuation
characters and symbols “_ . @ - ” are
permitted in the username. Only
letters and numbers are permitted in the
password.
[6] The username is not case
sensitive, however the password is (Charles
is not the same as CHARLES), make sure your
Caps-Lock key is not on when signing in to
Virtual Merchant.
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