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Everyone who has access to your MYOB business is listed on the Users page, accessed by clicking your business name and choosing Users.

The Users page is where you can:

When you add a user, they'll be sent an invitation to access your MYOB business. The invitation has all the info they'll need to get started.

Typically you'll invite anyone who needs to sign in to your MYOB business. This includes your accounting advisor or bookkeeper. That's right—no more office visits or sending them your data.

Everyone you invite will be able to access your MYOB business at the same time. But you'll keep your data safe by choosing which parts of your MYOB business each user can access.

Users and advisors

When you invite someone to access your MYOB business, you'll choose whether they'll be a user or an advisor.


This is the default user type for most of your staff members.

AdvisorThis could be your accountant, bookkeeper or any other person that you may want to help manage your books.

Inviting users

To invite users to your MYOB business you must be either:

  • the owner of the business (the person who created the subscription)
  • a user with the Administrator role and have been invited to access All businesses under this serial number.

If you're ready to jump right in and invite some users, see create users or create advisors.

Roles and permissions

Roles and permissions, available in the Access section of the Users page, control the parts of your MYOB business a user or advisor can access.

For example, a user with the Sales role can only access sales related functions and reports. But the Administrator role gives a user access to all features and functions. You'll choose a user's roles when you invite them. See create users or create advisors.

Only users with the Administrator role can change other users' roles and permissions.

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If your plan charges payroll fees, only Administrator, Accountant/Bookkeeper and Payroll roles can incur fees on behalf of your business. For details see Payroll limits and fees.

Here's a list of available roles and the functions they permit.

RolePermitted functions
AdministratorAll features and functions, including user management and all sections of the Dashboard.
Accountant/BookkeeperAll features and functions, excluding user management and all sections of the Dashboard.
  • All features in the Sales menu
  • Sales reports
  • Customer reports
  • Custom reports
  • The Sales section of the Dashboard
  • Features in the Purchases menu

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    Users with the Purchases role can't use electronic payments to pay suppliers. If a user needs this feature, assign them either the Administrator, Accountant/Bookkeeper, Banking or Payroll role.

  • Purchases/Bills reports
  • Supplier reports
  • Custom reports
  • The Purchases section of the Dashboard

  • All features in the Payroll menu
  • Payroll reports
  • Employee reports
  • Custom reports
  • The Pay runs section of the Dashboard
  • All features in the Banking menu
  • Banking reports
  • Contact reports
  • Custom reports
  • The Bank accounts section of the Dashboard
  • All features in the Contacts menu
  • Contact reports
  • Custom reports

User Type

When you invite a user or advisor, you choose their User Type.

This determines whether they can access the current business or other businesses with the same serial number:

This User Type...Can access...
Ownerall MYOB businesses you have under this serial number.
Online admin
File useronly the business you've invited them to, even if you have multiple MYOB businesses.
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Only Owners, Online admin users, or Advisors with the Administrator role, are able to set up bank feeds.

Need to change someone's User Type? See Edit and delete users.


Where to from here?

Find out how to create users or create advisors. If you've been there, done that—maybe you need to edit or delete a user.

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titleRelated topics

Inviting a user to your MYOB business

Invite your accountant or bookkeeper

Edit and delete users


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