Child pages
  • Edit and delete users

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 20 Next »


 

 

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0
1
2
3
4
5
Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the 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

You cannot edit details for other users, even if you’re an administrator.

To edit your user details

To edit your user details

  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 your user details.
    The Edit user section appears.
  3. Make your required changes to your user details.
  4. Click Save to save your changes.

Need to change your MYOB Essentials login email address?

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

    Administrators can’t change their own access level.

  3. The Edit user area of the page appears.
  4. If you want to:
    • make a user an administrator, select Administrator.
    • make an administrator a user, select Standard user.
  5. 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 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.
    A confirmation message appears.
  4. Click Yes to delete the user.