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

Click Settings in the side navigation bar.
In the Staff tab, click Add staff.
Enter the email address of the person you want to give access to.

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This section 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 manage other add or remove staff members ' access to as MYOB Practice users.

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The email address must be associated with an MYOB account, which they will already have if they can access MYOB products and services, such as MYOB Essentials.

If the staff member doesn’t have an MYOB account, you can create one for them, see the "Creating MYOB accounts for your staff using my.MYOB" section below.

Click Add staff.
They will be added as a staff member with the "General" role.

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, 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.

If you're the practice administrator or primary contact of the practice, you can create my.MYOB accounts for staff who don't already have one.

Sign in to https://my.myob.com

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Creating MYOB accounts for your staff using my.MYOB

To create an 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.

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

You can now add them to MYOB Practice using the "To add staff" procedure above.

Troubleshooting

"Login Name (Email Address) already exists" message

If when creating the my.MYOB account an error appears saying the user already has a my.MYOB account, then you can't create another one for them. You should be able to add them to MYOB Practice as a staff member by following the above "To add staff" procedure. But if you have issues doing this, please contact MYOB Support and request the user be added to your practice.

I don’t see the “Maintain Users” feature in my.MYOB

Ensure you are a practice administrator or primary contact of the practice. If there are other practice administrators in your practice who do 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, please call MYOB Support to resolve this issue

Adding or deleting a staff member

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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 an MYOB account procedure on this page.

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.

Click Settings in the side navigation bar.

In the Staff tab, select the staff member you want to remove and then click Delete staff.

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You can’t remove yourself as a staff member.

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

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title	To edit staff names or roles

Please contact MYOB Support if you need to:

change the name of your staff member as you see them in MYOB Practice
upgrade the role of a staff member from “General” to “Administrator”.

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If you want to change a staff member's role from "Administrator" to "General", simply delete them by following the "To delete staff" procedure above, and then add them again. They will be given "General" user access.

Troubleshooting issues when creating an MYOB account

If you want to give or restrict a staff member’s access to all information relating to a client, see Restrict access to clients.

If a staff member does have access to a client, but the client’s MYOB Essentials or AccountRight file isn't listed on the Transaction processing page, follow the relevant instructions on the Request access to a client file help page.

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"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.

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title	I 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.

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Getting started for partners

Request access to a client file

Restrict access to clients

Transaction processing

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Troubleshooting

Adding or deleting a staff member

Troubleshooting issues when creating an MYOB account

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