- Created by admin, last modified by RonT on May 28, 2021
https://help.myob.com/wiki/x/M4IR
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If you're an administrator user, you can invite one or more accounting advisors to access your MYOB Essentials business at any time. So long as they are an MYOB Partner, an accounting advisor could be your accountant or any other person that you may want to help you with your business.
Need to invite a standard user? Your help is here.
Inviting an accounting advisor to become a registered user will allow them access to all of your business information directly via the internet, and enable them to work with you on your books. There’s no need to send any files, and you can continue entering invoices, payments, and so on as normal.
If you haven’t invited your accounting advisor to join MYOB Essentials, you can still send them a file containing all your transactions and account balances, so they can work on your books. For more information see Export for Accountants .
To invite an accounting advisor to access your MYOB Essentials business
- Sign in to your MYOB Essentials business as an administrator user.
- Click your business name and choose Advisors.
On the Advisors page, click Invite advisor.
- Enter the accounting Advisor’s Email address, and click Send invitation.
The invitation is sent to your advisor. A message appears next to the advisor's email address that the invitation is pending.
When the advisor accepts their invitation, they'll be prompted to log in with their MYOB account details or create an account.
If after a few days your advisor hasn't accepted the invitation (that is, it's still pending), this could be because the invitation has been sent to the wrong address. Check their email address and follow the steps 'To resend an invitation', below.
Alternatively, your advisor may not be an MYOB Partner. In that case, you can still send them a file containing all your transactions and account balances, so they can work on your books. For more information see Export for Accountants .
To remove an advisor’s access to your MYOB Essentials business
If you need to remove an advisor's access, complete the following:
- Sign in to your MYOB Essentials business as an administrator user.
- Click your business name and choose Advisors.
- If the advisor hasn’t yet accepted the invitation you’ve sent them, click Withdraw invitation.
An email is sent to them, cancelling the invitation. If the advisor currently has access to your MYOB Essentials business, click Remove access. In the confirmation window, click Yes.
The accounting advisor’s details disappear from the page, and they will no longer have access to your MYOB Essentials business.Advisor still listed after removing them? You'll need to contact us quoting your serial number.
To resend an invitation
If an invitation has been sent to the wrong address, the invitation can be withdrawn then resent to the correct address.
- Sign in to your MYOB Essentials business as an administrator user.
- Click your business name and choose Advisors.
- On the Advisors page, click Withdraw invitation. A confirmation message appears.
- Click Withdraw invitation to the confirmation message.
- Click Invite advisor.
- Enter your accounting Advisor’s e mail address, and click Send invitation .
(MYOB Partners only) If you've been invited as an advisor to an old MYOB Essentials file, you can add employees from the practice to the file via old MYOB Essentials Partner Dashboard > Users tab. Note that if you see the message, 'This Dashboard is no longer available', disregard it.
If you've been invited to an upgraded MYOB Essentials file, you can add employees via my.MYOB > Manage Online File Users.
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