Practice administrators can assign permissions to users, including the Practice administrator permission. This lets you restrict some actions that users can perform. For example, with managing tax compliance, lodgement or task templates.
You can assign roles to a user or, if you have multiple users you want to give a role to, you may find it more convenient to assign users to a role.
Before you assign permissions
Make sure you've added the user to MYOB Practice.
If you use MYOB AE/AO, add the user in AE/AO. To remove staff who no longer work in your practice, make them inactive in AE/AO. For New Zealand users, see also closing clients.
If you can't assign permissions because nobody in your practice has the Practice administrator permission, click the Help button (?) in the left menu bar of MYOB Practice and select Log a support call.
Assigning permissions
Early Access Program (EAP) changes
We're working on improvements to your user management experience. If you're not on the EAP program for user access permission updates, there may be slight differences between these instructions and what you see in MYOB Practice before we roll out the changes to everyone.
For example, on the EAP program, items labelled "staff" have become "user" and items labelled "roles" have become "permissions".
Types of permissions
Permissions | Description |
|---|---|
Default user (no role assigned) EAP – Practice access (no role assigned) | Can do everything that doesn't require a specific role, such as Practice administrator. |
Administrator EAP – Practice administrator | Only Administrators can assign roles, including assigning the Administrator role to other users. Required for changing MYOB Practice settings and viewing audit history. Gives you access to all functionality included in other roles. The Practice administrator permission applies across all your practices, even if you have different instances of MYOB Practice. For example, assigning Practice administrator to a user in one office will assign the permission to the user in all your offices. It's mandatory that someone in your practice is assigned the Administrator role. Someone would have been assigned when your practice migrated to MYOB Practice. If no one in your practice has a Practice dministrator role, click the Help button (?) in the left menu bar of MYOB Practice and select Log a support call. |
Manage task templates | Allows the user to create or edit task templates. |
EAP – Manage practice users | Can invite and remove users from the practice and edit their permissions. |
EAP – Manage online file access | Can manage client file access for MYOB Practice users. |
Permissions for managing tax tasks | Your practice can enable the Compliance Administration and Compliance Approval permissions. These permissions let you manage access to certain tax-related tasks. |
Assign a user to a permission
Select Settings (the cog) on the left side of the page and select Permissions.
Select the name of the permission you want to add users to.
On the right panel, select Edit permission.
From the Users drop-down, select the names of the users you want to add.
Click Save.
To remove a user from a permission, click the remove permission icon (x) next to the user's name and click Save.
Assign a permissions to a user
Only users with the Practice administrator permission in MYOB Practice can give permissions to other staff members.
Log in to MYOB Practice as a Practice administrator and select Settings (the cog) on the left side of the page and select Users.
Select the user that you want to give a permission.
On the top right of the page, click Manage permissions.
Select a permission and click Save.
To remove a role from a user, select Remove user and click Save.