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Do not delete this page - MYOB Practice navigates to it from within the product

From the Transaction processing page and the Client workspace page you can access client files that you’ve created or have permission to access.

If you don't have access to a file you need to review, contact your practice administrator, who can use the following guide to give you access.

MYOB Essentials

The steps to follow depends on whether the MYOB Essentials file has been upgraded to the new version. (If the MYOB Essentials file was created in April 2020 or later, it will be the new version.)

To give a staff member access to a new-version MYOB Essentials file

  1. Check that you’ve been set up as an advisor for the file.
    You can do this yourself if you have administrator access to the file, otherwise you can ask the client to do it for you. See Invite your accountant.
  2. Log in to my.myob.com
  3. Go to My account > Manage online file access.
  4. Select the file, and then select the staff members who should have access to the file.

To give a staff member access to previous-version MYOB Essentials files

This will give the staff member access to all MYOB Essentials files (except new-version files). You can restrict access to specific files in MYOB Practice. See Restrict access to clients.

  1. Log in to MYOB Essentials.
  2. Click the Users link on the Partner Dashboard.
  3. Click Invite user.
  4. Enter the staff member's First name and Last name.
  5. Select the Privilege (Standard user or Administrator).
  6. Enter the Email Address for the new user.
  7. Click Send invitation.
    An invitation will be emailed to the staff member, and they will then have access to the file.

    For more information, including the difference between Standard user and Administrator privileges, see Users (Partner Dashboard).

MYOB AccountRight

To give a staff member access to an MYOB AccountRight file

  1. Check that you’ve been set up as an advisor for the file.
    You can do this yourself if you have administrator access to the file, otherwise you can ask the client to do it for you. See Add an accountant advisor.
  2. Log in to my.myob.com
  3. Go to My account > Manage online file access.
  4. Select the file, and then select the people who should have access to the file.