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How to

, you can invite others to collaborate with you on the Accounting dashboard and other Practice Online features.

Note that to work on AccountRight or Essentials files listed in the dashboard, they will need to be have user accounts set up in those files too.

To add a user to MYOB Practice Online

Click the drop-down arrow next to your name in the top right-hand corner and select Settings.

Select Settings, then

In the User management

. The Manage users page displays.Enter the Email

page, enter the email address of the person you

're adding

want to give access to.

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

You can add another user to collaborate with you on your dashboard. At this stage, the user you add, is not automatically created in AccountRight Live or Essentials. You'll need to also manually add them to your AccountRight Live or Essentials account.

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A few things to keep in mind:

You must be

.

If you’re an administrator user (or primary contact of the practice)

to access and manage the user settings of your 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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The email address must be associated with a valid MYOB account.

Click Add user.

The selected person is added to the

table below

User/Role table on that page, which lists all who have access to

your dashboard. A dashboard link is provided on the page for you to share with the user you've added. UI Expandtitle

Practice Online.

To remove a user

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Click Image Added adjacent to the user you wish to remove from your dashboard. You're not able to remove yourself as a user of the dashboard.

Click Image Removed adjacent to the user you wish to remove from your dashboard.

Giving users access to a file

If a user you add doesn’t have access to an MYOB Essentials business or AccountRight file that’s listed in the Accounting dashboard, you’ll need to give them user access:

MYOB Essentials

1. Click Give this user access to MYOB Essentials in the User management page.

2. In the My businesses page that appears, click the business that you need to give them access to.

3. When the MYOB Essentials dashboard appears, continue with creating a user.

MYOB AccountRight

You'll need to sign in to the company file you want to add the user to. Learn how

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Filtering your online businesses

Creating an AccountRight business

Creating an Essentials business

Your online businesses

Your desktop businesses

...

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Versions Compared

Old Version 18

New Version 19

Key

To add a user to MYOB Practice Online

To remove a user

Giving users access to a file

MYOB Essentials

MYOB AccountRight

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