- Created by Unknown User (vilma.zubak), last modified by StevenR on Nov 15, 2019
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https://help.myob.com/wiki/x/VYqdAg
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Do not delete this page - MYOB Practice navigates to it from within the product
This section is only relevant if you’re an MYOB Partner and don't use MYOB AE/AO.
If you’re an MYOB Practice administrator, or the primary contact of the practice, you can manage other staff members' access to MYOB Practice.
- Click Settings in the side navigation bar.
In the Staff tab, click Add staff.
Enter the email address of the person you want to give access to.
The email address must be associated with an MYOB account, which they will already have if they can access MYOB products and services, such as MYOB Essentials.
If the staff member doesn’t have an MYOB account, you can create one for them, see the "my.MYOB
- Click Add staff.
They will be added as a staff member with the "General" role.
If you're the practice administrator or primary contact of the practice, you can create my.MYOB accounts for staff who don't already have one.
- Sign in to https://my.myob.com and go to My Account > Maintain Users.
- Click Create New Contact
- Enter the staff member's details, including their contact role: General or Administrator.
- Click Create.
- You can now add them to MYOB Practice using the "To add staff" procedure above.
Troubleshooting
"Login Name (Email Address) already exists" message
If when creating the my.MYOB account an error appears saying the user already has a my.MYOB account, then you can't create another one for them. You should be able to add them to MYOB Practice as a staff member by following the above "To add staff" procedure. But if you have issues doing this, please contact MYOB Support and request the user be added to your practice.
I don’t see the “Maintain Users” feature in my.MYOB
Ensure you are a practice administrator or primary contact of the practice. If there are other practice administrators in your practice who do have access to the Maintain Users page, ask them to change your account's User Type to Administrator.
If no one else in your practice can access the “Maintain Users” page in my.MYOB, please call MYOB Support to resolve this issue.
- Click Settings in the side navigation bar.
In the Staff tab, select the staff member you want to remove and then click Delete staff.
You can’t remove yourself as a staff member.
If a staff member’s name has changed, they can update their details by logging into my.MYOB and updating their name on the Contact details page. You can also edit their name, by logging in to my.MYOB and choosing My Account > Maintain Users. Note that it can take some time for the name change to be reflected in MYOB Practice.
When you add a staff member, the role assigned to them in my.MYOB (Administrator or General) will apply to MYOB Practice too. To edit their role, log in to my.MYOB and choose My Account > Maintain Users.
If you delete a staff member who has Administrator access to MYOB Practice, they will be given General user access by default if you add them back.
If you need to change their role, log in to my.MYOB and choose My Account > Maintain Users.
If a staff member doesn’t have access to an MYOB Essentials or AccountRight file that’s listed on the Transaction processing page, you’ll need to give them user access.
Follow the relevant instructions on the Request access to a client file help page.
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