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When you purchase AccountRight online or register a POSA card, you’ll be able to invite others to work on your company file. So if you’ve already sent invitations, you can skip this section (unless you want to invite others).

You can give others access to your company files online. You do this by inviting them.

Types of online access

Depending on who you're giving access to, you can set up two types of online access:

  • Online file user—A file user can access any of the online company files they've accepted an invitation to use. This is the level of access you'd grant most of your users, who you just need to work with the file.
  • Online administrator—an online administrator can work with any company file that's listed under the owner’s software serial number. In addition to this, an online administrator can:
    •  purchase additional online files
    •  invite file users to use a company file online
    •  manage your AccountRight subscription.

You might give administrator access to a person you need to perform these additional functions for you, for example, your office manager or your bookkeeper.

Who can you invite?

You can invite anyone to have online access to your file. But they also need to be a company file user to open the file online. You can invite your bookkeeper or accountant to help you set up your file online or manage users for you.

 

To invite a user to work online
  1. Open your company file.

  2. Go to the Setup menu and choose User Access. The User Access window appears.
  3. Click Online Access in the right panel. Your internet browser opens and you're prompted to log in to AccountRight Live.
  4. Enter your my.MYOB login details. An invitation screen appears.
  5. Depending on the type of online access you want them to have, select Invite new online file user or Invite new online administrator. See Types of online access.
  6. Enter the user’s email address, first name and last name in the fields provided.
  7. Click Invite. The Manage online access page appears with a confirmation showing at the top, and the user appears as ‘Invited’ in the relevant list.

What happens now?

The user will be sent an invitation by email. When they accept it, they'll be set up with my.MYOB login details, which they'll use to access the online company file.

They won't be able to sign on to the company file unless they have company file access as well. If you've already set them up, remember to send them their company file sign-on details.

 
From the community

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