div |
---|
| Do not delete this page - MYOB Practice navigates to it from within the product |
HTML Wrap |
---|
| UI Text Box |
---|
| | 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 userIf 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. UI Expand |
---|
title | To create a user in There are 2 steps to creating staff in MYOB Practice: - Create an my.myob
UI Text Box |
---|
| You need to be a - 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 add or remove users from - be an MYOB Practice Administrator to be able to add staff to MYOB Practice.
Adding or deleting a staff member in MYOB Practice UI Expand |
---|
title | To add a staff member |
---|
| UI Text Box |
---|
| Before you can add a staff member as 2. Add an MYOB Practice user |
| , 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. | 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 a staff memberDelete 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 issues when creating a user in my.myob UI Expand |
---|
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. |
UI Expand |
---|
title | I 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. |
HTML Wrap |
---|
width | 15% |
---|
class | col span_1_of_5 |
---|
| |
HTML Wrap |
---|
float | left |
---|
class | col span_1_of_5 |
---|
| Panelbox |
---|
name | magentagreen |
---|
title | Related topicsIn this section |
---|
| |
|
|