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  • Edit and delete users


 

 

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This help topic is for the old version of MYOB Essentials.

If you're using the new MYOB Essentials (also called MYOB Business), click here for your help.

Every user can view and edit their own user details. Administrators can also change the access level (standard user or administrator) for any user. For more information about user access levels, see Users.

Editing other users' details

Only an administrator can edit other users' details.

To edit a user's name

To edit a user's name

  1. In MYOB Essentials, click your business name and choose Users.
    Settings menu with users highlighted
    The Users page appears, with a list of all the users for your MYOB Essentials business.
  2. Click the Edit button next to the user to be edited. Unless you're an administrator, you'll only be able to edit your own user details. The Edit user section appears.
  3. Make the required changes to the user details.
  4. Click Save to save your changes.
To change a user’s access level

To change a user’s access level

 Only administrators can change a user’s access level.

There are two user access levels: Standard user and Administrator. You can also mark a user as an inactive user. For more information about user access levels, see Users.

  1. In MYOB Essentials, click your business name and choose Users.
    Settings menu with users highlighted
    The Users page appears, with a list of all the users for your MYOB Essentials business.
  2. Click the Edit button next to the user whose access level you want to change. The Edit user area of the page appears.

     

    Administrators can’t change their own access level.

  3. Change the access level in the Privilege field:
    • to make a user an administrator, select Administrator.
    • to make an administrator a user, select Standard user.
  4. Click Save to save your changes.
To replace a sole administrator

To replace a sole administrator

If your business has only one administrator, you'll need to create a replacement administrator before you can delete the first one. Administrators can't delete themselves.

 Only administrators can delete other administrators.

  1. First, create a new user (see Creating users) or choose an existing user and make them an administrator (see To change a user’s access level).
  2. Log in to MYOB Essentials as this new administrator user.
  3. Click your business name and choose Users.
    Settings menu with users highlighted
    The Users page appears, with a list of all the users in your MYOB Essentials business.
  4. Click the Edit button next to the old administrator's user details.
  5. If you want to:
    • delete the old administrator, see To delete a user.
    • keep the old administrator but remove their privileges, click the Privilege dropdown and choose Standard user. The user's administrator privileges will be removed and they will become a standard user.
  6. Click Save to save your changes.
To delete a user

To delete a user

Only administrators can delete users. However, administrators can’t delete themselves and require another administrator to do so.

  1. In MYOB Essentials, click your business name and choose Users.
    Settings menu with users highlighted
  2. The Users page appears, with a list of all the users for your MYOB Essentials business.
  3. Click x delete icon to the right of the user you want to delete. The x delete icon won't appear if you're not signed in to MYOB Essentials as an administrator user, and if you're trying to delete your own user account.
    A confirmation message appears.
  4. Click Yes to delete the user.

Deleted a user accidentally? Set them back up as a new user.

To change your MYOB Essentials login email address

To change your MYOB Essentials login email address

  1. Sign in to my.MYOB with your current email address and password (Australia | New Zealand).
  2. Go to the My Account menu at the top of the screen and choose Change Login.
  3. Update your login.

Can't change your login via my.MYOB?

An MYOB Essentials administrator will need to create a new user and specify the new email address. An invitation will then be sent to the new email address. Once the new login has been set up, the old user can be deleted as described above.

  FAQs


Why can't I find the 'edit' button?

Why can't I find the edit button?

Only those with administrator access can change a user’s access level. If your Privilege status says Standard user, you'll need to ask someone whose status says Administrator to make the required edits.

 
From the community

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