Get started

HTML Wrap

class	section group

div

class	internalnote

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

HTML
<span data-swiftype-index="true">

HTML Wrap

class	col span_3_of_5

Australia only

Some actions that you can perform in MYOB Practice are restricted to users that are assigned to certain roles. MYOB Practice users that are assigned the Administrator role can assign the Administrator role and Manage task templates role to other users.

UI Tabs

UI Tab

title	MYOB Practice users

The information in this tab only applies if you are an MYOB partner or have MYOB Practice without MYOB AE/AO.

You can manage staff roles in MYOB Practice if:

you don't use MYOB AE/AO
you already have an Administrator role.

If no one in your practice has an Administrator role, you need to contact MYOB Support.

UI Text Box

type	tip

You can control which staff can access MYOB Practice by adding or removing staff.

You can assign a user to a role, or a role to a user.

UI Expand

title	Role descriptions

Role	Description
No role assigned (blank field)	Can do everything that doesn't require the Administrator role or Manage task templates role.
Administrator	Only Administrators can assign roles, including assigning the Administrator role to other users. Required for changing MYOB Practice settings and viewing audit history. Gives you access to all functionality included in other roles. It's mandatory that someone in your practice is assigned the Administrator role. Someone would have been assigned when your practice migrated to MYOB Practice. If no one in your practice has an Administrator role, you need to contact us.
Manage task templates	Allows the user to create or edit task templates.

UI Expand

title	To assign a user to a role

Log in to MYOB Practice as an Administrator.

UI Text Box

type	tip

The Administrator role was assigned to one staff member when you migrated to MYOB Practice. The original Administrator may also have given other users the Administrator role.

You can tell if you're an Administrator by what you see when you click Settings () on the left menu bar. Administrators will see the Staff menu option.

If no one in your practice has an Administrator role, you need to contact us.

Select Settings () on the left side of the page and select Roles and permissions.
On the Roles and permissions page, select the name of the role you want to add users to.
On the right panel, select Edit role ().
From the drop-down, select the names of the users you want to add.

You can select multiple users and the names will be displayed under the Staff section.
Click Save.
To remove a user from a role, click the remove role icon () next to the user's name and click Save.

UI Expand

title	To assign a role to a user

UI Text Box

type	note

Only staff members with the Administrator role in MYOB Practice can give roles to other staff members.

Log in to MYOB Practice as an Administrator and select Settings () on the left side of the page and select Staff.
From the list of staff, select the staff member that you want to give a role to.
On the top right of the page, click Manage role.
Under Roles, select a role from the drop-list. The role is displayed in the Roles section.
Click Save.
To remove a role from a user, under Roles, click the remove icon () on the role you want to remove and click Save.

UI Tab

title	MYOB AE/AO users

The information in this tab only applies if you have MYOB Practice and MYOB AE/AO.

UI Text Box

type	note

Roles that you assign in MYOB Practice don't sync back in AE/AO. If you need to add a new staff member, add them in MYOB AE/AO. Then you can assign the staff role in MYOB Practice.

As an administrator, you can see which members of your staff have access to MYOB Practice. Click the Settings () on the left side of the page and choose Staff.

Here you can also assign roles to other users, such as the Administrator role.

UI Text Box

type	tip

If your practice has no users assigned to the Administrator role, you need to contact MYOB Support.
You can also restrict access to MYOB Practice from MYOB AE/AO. Assigning roles in MYOB Practice won't sync the role settings back to AE/AO.

If you see someone in the list who no longer works at your practice, you need to make them inactive in MYOB AE/AO. New Zealand users, see also Closing clients for more information.

UI Expand

title	Role descriptions

Role	Description
No role assigned (blank field)	Can do everything that doesn't require the Administrator role or Manage task templates role.
Administrator	Only Administrators can assign roles, including assigning the Administrator role to other users. Required for changing MYOB Practice settings and viewing audit history. Gives you access to all functionality included in other roles. It's mandatory that someone in your practice is assigned the Administrator role. Someone would have been assigned when your practice migrated to MYOB Practice. If no one in your practice has an Administrator role, you need to contact us.
Manage task templates	Allows the user to create or edit task templates.

UI Expand

title	To assign a user to a role

Log in to MYOB Practice as an Administrator.

UI Text Box

type	tip

The Administrator role was assigned to one staff member when you migrated to MYOB Practice. The original Administrator may also have given other users the Administrator role.

You can tell if you're an Administrator by what you see when you click Settings () on the left menu bar. Administrators will see the Staff menu option.

If no one in your practice has an Administrator role, you need to contact us.

Select Settings () on the left side of the page and select Roles and permissions.
On the Roles and permissions page, select the name of the role you want to add users to.
On the right panel, select Edit role ().
From the drop-down, select the names of the users you want to add.

You can select multiple users and the names will be displayed under the Staff section.
Click Save.
To remove a user from a role, click the remove role icon () next to the user's name and click Save.

UI Expand

title	To assign a role to a user

UI Text Box

type	note

Only staff members with the Administrator role in MYOB Practice can give roles to other staff members.

Log in to MYOB Practice as an Administrator and select Settings () on the left side of the page and select Staff.
From the list of staff, select the staff member that you want to give a role to.
On the top right of the page, click Manage role.
Under Roles, select a role from the drop-list. The role is displayed in the Roles section.
Click Save.
To remove a role from a user, under Roles, click the remove icon () on the role you want to remove and click Save.

HTML
</span>

HTML Wrap

width	15%
class	col span_1_of_5

HTML Wrap

float	left
class	col span_1_of_5

HTML

<span class="academyBanner"><a href="https://academy.myob.com/course/view.php?id=461576/"><img src="https://help.myob.com.au/images/trainingad/MYOB-Academy-Help.png" width="100%" target="_blank" alt="Take the free online course at MYOB Academy"></a></span>

Panelbox

name	green
title	In this section

HTML Wrap

class	sidebarlinks

Children Display

all	true
page	Managing MYOB Practice users

MYOB Practice home

...

Page tree

Versions Compared

Old Version 36

New Version 37

Key

Was this information helpful?

Why not?

How would you improve this page?

Thanks! Anything you'd like to add?

Get started

Clients

Client files

Tasks

Documents

Tax