Depending on whether you use MYOB AE/AO or not, the way you add users will differ. I'm an MYOB AE/AO userIf you use MYOB AE/AO, follow the steps in the Practice Manager help to create or delete employees. In MYOB Practice, on left panel, click Settings and choose Staff to view your employees. I'm an MYOB Practice user (without MYOB AE/AO)MYOB Practice Administrators can add staff from your practice as MYOB Practice users. Then they can assign roles to control access to certain features. For example, you can restrict their access to a client, or give them access to a client. There are 2 steps to creating staff in MYOB Practice: - Create an my.myob account for your staff:
Before you begin, make sure you need to have an account in my.myob and be an MYOB Practice Administrator or a primary contact of the practice. If you don't have an account, contact us. - Add them as staff in MYOB Practice:
You need to be an MYOB Practice Administrator to be able to add staff to MYOB Practice.
| UI Expand |
|---|
| title | 1. Create a my.myob account for your staff |
|---|
| - Sign in to my.MYOB and go to My Account > Manage Practice Users.
- Click Create New User.
 - Enter the staff member's details and assign their permissions
 - Click Create.
| UI Text Box |
|---|
| If you have any issues when following these steps, check the Troubleshooting section at the bottom of this page. |
|
| UI Expand |
|---|
| title | 2. To create an MYOB Practice user |
|---|
| On the left of MYOB Practice, click Settings and choose Staff. On the top right of the page, click Add staff. Enter the staff member's email address that's associated with an MYOB account. Click Add staff. The staff member is added with a General role.
|
| UI Expand |
|---|
| title | To delete an MYOB Practice user |
|---|
| On the left of MYOB Practice, click Settings. In the Staff tab, select the staff member you want to remove. Click Delete staff.
|
Troubleshooting| UI Expand |
|---|
| title | "Login Name (Email Address) already exists" when creating an account in my.myob |
|---|
| If you're creating a my.MYOB account and an error appears saying the user already has a my.myob account, you can't create another account for the user. Try adding them to MYOB Practice as a staff member by following the To create an MYOB Practice user procedure below. If you have any issues when following the procedure, contact us for help adding the user. |
| UI Expand |
|---|
| title | I don’t see the "Manage practice users" page in my.myob |
|---|
| Ensure you're an MYOB Practice Administrators or primary contact of the practice. If there are other practice administrators in your practice who have access to the Manage practice users page, ask them to change your account's permissions. If no one else in your practice can access the Manage practice users page in my.myob, contact us. |
| 
Yes
No
Thanks for your feedback.