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

Click the drop-down arrow next to your name in the top right-hand corner of the purple bar.

Select Settings.

Click User management. The Manage users page displays.

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Enter the Email address of the person in the text field

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, 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.

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.

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This section is only relevant if you’re an MYOB Partner and not using MYOB AE/AO on a desktop computer in your practice.

You can add another user to collaborate with you on the Accounting dashboard only and in your Essentials business. At this stage, the user you add to the Accounting dashboard, is not automatically created in Essentials. You'll need to manually add the user to your Essentials account.

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You must be an administrator user (or primary contact of the practice) to access and manage the user settings of the Accounting dashboard.
The user you're adding must have a valid MYOB Login.
You can only add one user at a time.

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title	To add a user to the Accounting dashboard

To remove a

Click Add user.
The selected person will be added to the table below which lists all those who have access to the Accounting dashboard. If you enter an invalid email address or one that is not associated with a valid MYOB account, an error message is displayed. An Accounting dashboard link is provided on the page which you can share with the user you've added..

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title	1. Create a my.myob account

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Sign in to my.MYOB and go to My Account > Manage Practice Users.
Click Create New User.
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Enter the staff member's details and assign their permissions
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Click Create.

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The email address must be associated with a valid MYOB account.

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If you have any issues when following these steps, check the Troubleshooting section at the bottom of this page.

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title	2. Add 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.
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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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title	Delete an MYOB Practice user

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You

're not able to

need to be an MYOB Practice Administrator.
You can't remove yourself as a

user of the Accounting dashboard.

Click the drop-down arrow next to your name in the top right-hand corner of the purple bar.
Select Settings.
Click User management. The Manage users page displays.
Scroll to the table listing all the users who have access to your Accounting dashboard.
Click Image Removed adjacent to the user you wish to remove from the Accounting dashboard. The user is removed from the list.

staff member.
Do you use MYOB AE/AO? Follow these steps instead to delete an employee.

On the left of MYOB Practice, click Settings.
In the Staff tab, select the staff member you want to remove.
Click Delete staff.

Troubleshooting

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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.

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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.

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I'm an MYOB AE/AO user

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