Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML Wrap
classsection group
div
classinternalnote

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

HTML Wrap
classcol span_3_of_5
UI Text Box
typenote

This page is only relevant if you’re an MYOB Partner and don't 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. For example, you can restrict their access to a client, or give them access to a client.

UI Expand
titleTo create a user in my.myob
UI Text Box
typenote

You need to be a Practice Administrator or a primary contact of the practice to add or remove users from my.myob.

  1. Sign in to my.MYOB and go to My Account > Maintain Users.
  2. Click Create New Contact.
  3. Enter the staff member's details, including their contact role: General or Administrator.

  4. Click Create.
UI Text Box
typenote

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

Adding or deleting a staff member in MYOB Practice

UI Expand
titleTo add a staff member
UI Text Box
typenote

Before you can add a staff member as 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.

  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.

    UI Text Box
    typetip

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

UI Expand
titleTo delete a staff member
UI Text Box
typenote

You can't remove yourself as a staff member.

  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

UI Expand
title"Login Name (Email Address) already exists" message

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 add a staff member procedure. If you have any issues when following the procedure, contact MYOB Support for help adding the user.

UI Expand
titleI don’t see the "Maintain Users" page in my.MYOB

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

If no one else in your practice can access the Maintain Users page in my.MYOB, contact MYOB Support.

HTML Wrap
width15%
classcol span_1_of_5
 
HTML Wrap
floatleft
classcol span_1_of_5
Panelbox
namemagenta
titleRelated topics
HTML Wrap
classsidebarlinks

Getting started for partners

Request Requesting access to a client file

Restrict access to clients

Transaction processing

...