If you're not a member of the MYOB Partner Program, you can manage your clients' businesses from the My Businesses page.

This page lists all of your clients' businesses and allows you to click through to access each business.

If you're an MYOB Partner, you'll use The Partner Dashboard to manage your clients instead. Sign up for the MYOB Partner Program here: Australia | New Zealand.

Creating a business for a client

You can create a business for a client by clicking Add business and entering the client's details. The business will then be available from your My Businesses list.

To give your client access to the business, add them as a user. See Adding more users or businesses.

To get access to a client's business

If your client is already using MYOB Essentials and you want to get access to their business, ask them to invite you as a user. See Adding more users or businesses for the steps they need to do to invite you.

To discontinue working with a client's business

If you want to stop working with a client's business, you can ask them to delete you as a user from their business. See Editing user details.