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This section is only relevant if you’re an MYOB Partner and not using MYOB AE/AO on a desktop computer in your practice.  

You can add another user to collaborate with you on the Accounting dashboard only and in your Essentials business. At this stage, the user you add to the Accounting dashboard, is not automatically created in Essentials. You'll need to manually add the user to your Essentials account.

  • You must be an administrator user (or primary contact of the practice) to access and manage the user settings of the Accounting dashboard.
  • The user you're adding must have a valid MYOB Login.

  • You can only add one user at a time.

  

To add a user to the Accounting dashboard
  1. Click the drop-down arrow next to your name in the top right-hand corner of the purple bar.
  2. Select Settings.
  3. Click User management. The Manage users page displays.
     
  4. Enter the Email address of the person in the text field.

    The email address must be associated with a valid MYOB account.

  5. Click Add user.
    The selected person will be added to the table below which lists all those who have access to the Accounting dashboard. If you enter an invalid email address or one that is not associated with a valid MYOB account, an error message is displayed. An Accounting dashboard link is provided on the page which you can share with the user you've added..

 

To remove a user

You're not able to remove yourself as a user of the Accounting dashboard.

  1. Click the drop-down arrow next to your name in the top right-hand corner of the purple bar.
  2. Select Settings.
  3. Click User management. The Manage users page displays.
  4. Scroll to the table listing all the users who have access to your Accounting dashboard.
  5. Click adjacent to the user you wish to remove from the Accounting dashboard. The user is removed from the list.

 

 

 

 
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Troubleshooting