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This section is only relevant if you’re an MYOB Partner and don't use MYOB AE/AO.  

 

If you’re an MYOB Practice administrator, or the primary contact of the practice, you can manage other staff members' access to MYOB Practice.

We recently renamed the User management tab on the Settings page to Staff.

To add staff
  1. Click Settings in the side navigation bar.
  2. In the Staff tab, click Add staff.

  3. Enter the email address of the person you want to give access to.

    The email address must be associated with an MYOB account. If the staff member doesn’t have an MYOB account, they’ll need to sign up for one first by visiting https://my.myob.com

  4. Click Add staff.
To delete staff
  1. Click Settings in the side navigation bar.
  2. In the Staff tab, select the staff member you want to remove and then click Delete staff.

    You can’t remove yourself as a staff member.

To edit staff names or roles

If a staff member’s name has changed, they can update their details by logging into my.MYOB and updating their name on the Contact details page. You can also edit their name, by logging in to my.MYOB and choosing My Account > Maintain Users. Note that it can take some time for the name change to be reflected in MYOB Practice.

When you add a staff member, the role assigned to them in my.MYOB (Administrator or General) will apply to MYOB Practice too. To edit their role, log in to my.MYOB and choose My Account > Maintain Users.

If you delete a staff member who has Administrator access to MYOB Practice, they will be given General user access by default if you add them back.

If you need to change their role, log in to my.MYOB and choose My Account > Maintain Users.


To manage staff access to client files

If a staff member doesn’t have access to an MYOB Essentials or AccountRight file that’s listed on the Transaction processing page, you’ll need to give them user access.

Follow the relevant instructions on the Request access to a client file help page.