Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML Wrap
classsection group
HTML
<span data-swiftype-index="true">
HTML Wrap
classcol span_3_of_5

If your company file is online you can allow access to your accounts anywhere and anytime, and by anyone you invite (like your colleagues, bookkeeper or accountant).

Even if your file isn't online, setting up user access still allows you to control who can access your file, and track transaction record history.

UI Text Box
sizemedium
typenote

Only the company file administrator, or a user assigned the Administrator role role, can set up user access.

You'll need to set up user access for anyone you want to work with your data:

If your file is online

  1. Create a user account for each person who will access your file.
  2. The user will receive an email invitation to access your online file.
  3. Once they accept the invitation they can access the file according to the permissions you give them.

See the Add a user help page for all the details.

If your file is not online

  1. Create a user account for each person who will access your file.
  2. Give them a user ID and password.
  3. Assign them a role , which determines what areas of the file they can work with.

See the Add a user to an offline file help page for all the details.

HTML
</span>
HTML Wrap
width15%
classcol span_1_of_5
 
HTML Wrap
floatleft
classcol span_1_of_5
Panelbox
namegreen
titleRelated topics
HTML Wrap
classsidebarlinks

Set a password for the Administrator

Add a user

Add a user to an offline file

Change a user's company file access

Set a user's online access level

Set up roles

Panelbox
nameyellow
titleFrom the community

RSS Feed
titleBarfalse
max5
showTitlesOnlytrue
urlhttp://community.myob.com/myob/rss/search?q=Set+up+user+access&filter=labels%2Clocation%2CsolvedThreads&location=forum-board%3AAccounting_Software_General&search_type=thread&solved=true

HTML Wrap
classmorelinks

More »