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MYOB Partners only

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Not an MYOB Partner?

Learn how to manage the users in your business who will be using MYOB Essentials.

You may want to provide other colleagues with access to the dashboard. The users you invite will be able to change their user names and passwords after they log in. You can change your own user details at any time.

You can add and delete users—and edit their details—from the Users page of the MYOB Essentials Partner Dashboard.

Important: upgrading from old MYOB Essentials?

If you've been notified that your client's MYOB Essentials business will soon be upgraded, we recommend that you review the accounting advisor users accessing the file.

How user access is set up during upgrading

When an MYOB Essentials business is upgraded, only accounting advisor users listed in my.myob (My account > Manage online file access) and who are not linked to multiple practices will get access to it.

They are assigned a User Type, which determines what MYOB Essentials businesses and services they can access, and Roles and Permissions, which determine what functions they can access within MYOB Essentials.

The User Type is based on the User Privilege they had in the MYOB Essentials Partner Dashboard. They are also assigned the Administrator role, which enables them to access all the product functions, such as sales, reports, payroll, etc. Find out more about User Types and Roles and permissions.

Old MYOB Essentials Partner Dashboard	New MYOB Essentials
User Privilege	User Type	Roles and Permissions
Administrator	Owner, or Online Admin*	Administrator
Standard user	File user	Administrator

* MYOB performs several checks to determine which User Type they will have.

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An Owner can add and remove Online Admins and File users, set up bank feeds and manage the subscription to the file. After upgrade, you can only remove an Owner by calling MYOB.

Before the upgrade, review user access and remove accounting advisor users that don't need access.

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title	To remove an accounting advisor user from a file

To remove an accounting advisor user from a file

Log in to an MYOB Essentials business that's due to be upgraded: ( Australia | New Zealand ).
Go the My clients menu and click Manage my clients to open the Partner Dashboard.
If you see the message, 'This Dashboard is no longer available', disregard it and click Users.

The Users page appears, with a list of all the accounting advisor users that have been added.
Find the user to be deleted and click the delete icon . A confirmation message appears.
Click Yes to the confirmation message. The user and all their details will be deleted.

Adding and editing accounting advisors

You can also use the Partner Dashboard to add or edit the details of accounting advisors.

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title	To add an accounting advisor user

To add an accounting advisor user

Log in to MYOB Essentials ( Australia | New Zealand ).
Go the My clients menu and click Manage my clients to open the Partner Dashboard.
If you see the message, 'This Dashboard is no longer available', disregard it and click Users .

The Users page appears, with a list of all the accounting advisor users that have been added.
Click Invite user. The Invite a user fields appear.
Enter the First name and Last name

Select the Privilege (Standard user or Administrator).

Standard user	This is the default user access level. Most staff members you create users for will be standard users, and this access level is suitable for most bookkeepers.
Administrator	If you want to give a user a higher level of access, you can make them an administrator. Administrators have all access of the Standard users, plus they can create or delete users, and change a user’s access level.

Enter the Email Address for the new user.
Click Send invitation when you are done. In invitation will be emailed to the user with instructions on accessing the dashboard.

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title	To edit an accounting advisor user’s details

To edit an accounting advisor user’s details

Log in to MYOB Essentials ( Australia | New Zealand ).
Go the My clients menu and click Manage my clients to open the Partner Dashboard.
If you see the message, 'This Dashboard is no longer available', disregard it and click Users.

The Users page appears, with a list of all the accounting advisor users that have been added.
Find the user to be edited and click Edit. The Edit User window appears.
Change the necessary details.
Click Save when finished.

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Did you know there is an even better MYOB Practice Dashboard ready and waiting for you?

Log in to partner.myob.com and click Transaction processing in the top menu bar to get started.

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MYOB Essentials for accounting advisors

The Partner Dashboard

Business details (Partner Dashboard)

Invite your accountant

MYOB Practice Dashboard

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Versions Compared

Old Version 44

New Version Current

Key

Important: upgrading from old MYOB Essentials?

How user access is set up during upgrading

To remove an accounting advisor user from a file

Adding and editing accounting advisors

To add an accounting advisor user

To edit an accounting advisor user’s details

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