Users

https://help.myob.com/wiki/x/-a5qAg

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Everyone who has access to your MYOB business is listed on the Users page, accessed by clicking your business name and choosing Users.

Can't see the Users page?

Only an Owner, Advisor or Online Administrator user type can access the Users page and add or remove other users. A File User doesn't have access to these functions.

The Users page is where you can:

invite users and advisors to access to your MYOB business
choose which parts of your MYOB business users can access
check a user's status
edit and delete users.

When you add a user, they'll be sent an invitation to access your MYOB business. The invitation has all the info they'll need to get started.

Typically you'll invite anyone who needs to sign in to your MYOB business. This includes your accounting advisor or bookkeeper. That's right—no more office visits or sending them your data.

Everyone you invite will be able to access your MYOB business at the same time. But you'll keep your data safe by choosing which parts of your MYOB business each user can access.

Inviting users and advisors

When you invite someone to access your MYOB business, you'll choose whether they'll be a User or an Advisor. Who you invite and how you do it depends on the role you play for the business.

I'm an owner or staff member in the business

If you work in the business, but you're not the accountant or bookkeeper for the business, you can invite:

User	This is the default user type for most of your staff members.
Advisor	This could be your accountant, bookkeeper or any other person that you may want to help manage your books.

To invite users to your MYOB business you must be either:

the owner of the business (the person who created the subscription)
a user with the Administrator role and have been invited to access All businesses under this serial number.

If you're ready to jump right in and invite some users, see create users or create advisors.

I'm the accountant or bookkeeper for the business

If you're the accountant or bookkeeper for the business, you can invite:

User	This is the default user type – we don't recommend inviting other practice staff as Users.
Advisor	Only invite an Advisor if there isn't an Advisor already invited to the business or you want to invite another practice or bookkeeper.

To invite other staff in your practice, you must be either:

an Owner user type
a practice staff member with an Advisor user type

You should only invite other practice staff members via my.myob. Click Manage user access via my.MYOB on the Users page:

For the steps on adding users via my.myob, see Requesting access to a client file.

To invite the business owner (your client) or their staff members, you must be either;

an Owner user type
a practice staff member with an Advisor user type

To invite them, click Create user on the Users page:

Then complete their details and access level. For more information, see Inviting a user to your MYOB business.

Roles and permissions

Roles and permissions, available in the Access section of the Users page, control the parts of your MYOB business a user or advisor can access.

For example, a user with the Sales role can only access sales related functions and reports. But the Administrator role gives a user access to all features and functions. You'll choose a user's roles when you invite them. See create users or create advisors.

Only users with the Administrator role can change other users' roles and permissions.

If your plan charges payroll fees, only Administrator, Accountant/Bookkeeper and Payroll roles can incur fees on behalf of your business. For details see Payroll limits and fees.

Here's a list of available roles and the functions they permit.

Role	Permitted functions
Administrator	All features and functions, including user management and all sections of the Dashboard.
Accountant/Bookkeeper	All features and functions, excluding user management and all sections of the Dashboard.
Sales	All features in the Sales menu Sales reports Customer reports Custom reports The Sales section of the Dashboard
Purchases	Features in the Purchases menu Users with the Purchases role can't use electronic payments to pay suppliers. If a user needs this feature, assign them either the Administrator, Accountant/Bookkeeper, Banking or Payroll role. Purchases/Bills reports Supplier reports Custom reports The Purchases section of the Dashboard
Payroll	All features in the Payroll menu Payroll reports Employee reports Custom reports The Pay runs section of the Dashboard
Banking	All features in the Banking menu Banking reports Contact reports Custom reports The Bank accounts section of the Dashboard
Contacts	All features in the Contacts menu Contact reports Custom reports

User Type

When you invite a user, you choose their User Type.

This determines whether the user can access the current business or other businesses with the same serial number.

File User	Can only work on the MYOB Business file they're invited to, even if you have multiple MYOB businesses. This is the level of access you'd grant most of your users, who just need to work with the one file.
Online Admin	Can work with any MYOB business file that's listed under the owner’s software serial number. These users can also invite others to your MYOB Business file.

There are two other user types that are automatically assigned to specific users.

Owner	Assigned to the person who creates the MYOB Business file (typically the business owner). This user type can access all MYOB businesses they have under this serial number. To change the person listed as the Owner, the currently listed owner will need to contact us and we'll be happy to help.
Advisor	Assigned to advisors that you invite to your MYOB business file. This user type can access all MYOB businesses under the same serial number.

Only Owners, Online admin users, or Advisors with the Administrator role, can set up bank feeds.

Need to change someone's User Type? See Edit and delete users.