Get in touch with someone in your practice who is an administrator of the file, and they can give you access to the MYOB Essentials or AccountRight file. Below are the steps that a file administrator will need to complete: MYOB Essentials- Open the MYOB Essentials file (a quick way to do this is by clicking the file name on the Transaction processing page - learn more).
- When MYOB Essentials appears, click the business name in the top right, and choose Advisors.
- Click Invite advisor.
- Enter the staff member’s email address.
- Click Send invitation.
An email is sent to the staff member, inviting them to access the file. After the staff member accepts the invitation, they will be able to access the file through MYOB Practice.
See also Invite your accountant for more maintenance tasks. Need to give someone access to all your clients' MYOB Essentials files? There's a quick way to add them in bulk - see: Users (Partner Dashboard). MYOB AccountRight- Open the AccountRight file (a quick way to do this is by clicking the file name on the Transaction processing page - learn more).
- If prompted, sign in to the company file as an administrator.
- Go to the Setup menu and choose User Access.
- Create a user account for the staff member.
For more maintenance tasks, see Remove user access. |