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  • Set a user's online access level

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There are two levels of online access:

  • Online file user—a file user can only access an online company file they have accepted an invitation to use. File user access is the basic access you would give people working on your file.
  • Online administrator—an online administrator can work with any company file that is listed under the owner’s software serial number. In addition to this, an online administrator can invite more users, update bank feeds and purchase additional online files. You would only give administrator access to a person you trust to manage user access to your company file data, such as your office manager or your bookkeeper.

As people within your business change roles, the type of access they have to AccountRight and the tasks you need them to perform in relation to your company files might also need to change.

 

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titleTo make a file user an online administrator

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Bank feeds users

If you don’t store your company file online and want to give another user the ability to update bank feeds, see To give a user the ability to update bank feeds.

Go to the Setup menu and choose User Access. The User Access window appears.

  1. Click the Online Access button.
  2. If prompted to log in to my.MYOB, log in. The Manage online access page opens in your browser.
  3. Click Invite new online administrator. The invitation window appears.

Note that you don't need to remove their file user access to invite them as an administrator.

  1. Enter their email address, first name and last name.
  2. Click Invite. The Manage online access page reappears with a confirmation message at the top.

An email will be sent to this user, inviting them to become an online administrator. To monitor if or when they accept the invitation, see Check a user's online status.

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titleTo make an online administrator a file user
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    Go to the Setup menu and choose User Access. The User Access window appears.
  2. Click the Online Access button.
  3. If prompted to log in to my.MYOB, log in. The Manage online access page opens in your browser.
  4. Find the user in the Online administrator access list and click Remove access. This user is removed from the list.
  5. Click Invite new online file user. The invitation window appears.
  6. Enter their email address, first name and last name.
  7. Click Invite. The Manage online access page reappears with a confirmation message at the top.
    Two emails will be sent to this user. One advises that their administrator access is cancelled, the other invites them to become a file user.
    To monitor if or when they accept the invitation, see Check a user's online status.
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If you invite a person to be an online file user or administrator by mistake, you can cancel the invitation before it is accepted.

  1. Go to the Setup menu and choose User Access. The User Access window appears.
  2. Click the Online Access button.
  3. If prompted to log in to my.MYOB, log in. The Manage online access page opens in your browser.
  4. Find the user in the relevant list.
  5. Click Cancel Invitation. This user is removed from the list.
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Manage users

Remove user access

Check a user's online status

Set up user access