First, check that you have permission to manage online file access. If you can't see the Manage online file access area of my.MYOB, talk to your administrator about getting permission. Second, check in the file (MYOB AccountRight > Users) to make sure your practice has an advisor who is: - using their practice email address (e.g. advisorname@yourpractice.com)
- has accepted their invitation to the file.
If you don't have an advisor for a file, all the practice users with access to the file will be individually listed and visible to your client. To add an advisor, you'll need to be the owner of the file. The file owner is typically the person who set up the file and will be a practice user or the client. |