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

This page is only relevant if you’re an MYOB Partner and don't

Depending on whether you use MYOB AE/AO or not, the way you add users will differ.

I'm an MYOB AE/AO user

If you use MYOB AE/AO

.  

If you’re an MYOB Practice administrator, or the primary contact of the practice, you can add or remove staff members as MYOB Practice users.

Before you can add a staff member as an MYOB Practice user, they need to have an account in my.myob. If they don't have one, you need to make one for them.

Once you've added a staff member, you can control what they have access to, follow the steps in the Practice Manager help to create or delete employees. In MYOB Practice, on the left panel, click Settings and choose Staff to view your employees. (Existing or newly created)

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.

To create a user in

There are 2 steps to creating staff in MYOB Practice:

  1. Create an my.myob
You need to be a
  1. 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.
  2. Add them as staff in MYOB Practice:
    You need to
add or remove users from
  1. be an MYOB Practice Administrator to be able to add staff to MYOB Practice.

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.
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title1. Create a my.myob
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  1. Sign in to my.MYOB and go to My Account > Maintain Manage Practice Users.
  2. Click Create New ContactUser.
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  3. Enter the staff member's details , including their contact role: General or Administrator.
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  4. Click Create.
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If you have any issues when following these steps, check the troubleshooting Troubleshooting section at the bottom of this page.

Adding or deleting a staff member in MYOB Practice

Before you can add a staff member as , they need to have an MYOB account. If they don't have one, follow the To create a user in my.myob procedure on this page.
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2. Add an MYOB Practice user
  1. On the left of MYOB Practice, click Settings and choose Staff.

  2. On the top right of the page, click Add staff.

  3. Enter the staff member's email address that's associated with an MYOB account.

  4. Click Add staff. The staff member is added with a General role.

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    If you want to give them an Administrator role, you can manage staff roles in MYOB Practice.

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titleTo delete a staff memberDelete an MYOB Practice user
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  1. On the left of MYOB Practice, click Settings.

  2. In the Staff tab, select the staff member you want to remove.

  3. Click Delete staff.

Troubleshooting

issues when creating a user in my.myob

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title"Login Name (Email Address) already exists" messagewhen 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 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 add a staff member procedurecreate an MYOB Practice user procedure below. If you have any issues when following the procedure, contact MYOB Support us for help adding the user.

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titleI don’t see the "Maintain UsersManage practice users" page in my.MYOBmyob

Ensure you're a practice administrator an MYOB Practice Administrators or primary contact of the practice. If there are other practice administrators in your practice who have access to the Maintain Users Manage practice users page, ask them to change your account's User Type to Administratorpermissions.

If no one else in your practice can access the Maintain Users Manage practice users page in my.MYOBmyob, contact MYOB Supportus.

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titleRelated topicsIn this section
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Getting started for partners

Requesting access to a client file

Restrict access to clients

Transaction processing

 

 

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pageGiving staff access to MYOB Practice

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