Manage your staff

https://help.myob.com/wiki/x/4RQkAw

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?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

Do not delete this page - MYOB Practice navigates to it from within the product

This page 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 add or remove staff members as MYOB Practice users.

Before you can add a staff member as an MYOB Practice user, they need to have an MYOB account. If they don't have one, you need to make one for them.

Once you've added a staff member, you can control what they have access to. For example, you can restrict their access to a client, or give them access to a client.

To create an MYOB account

If you have any issues when following these steps, check the troubleshooting section at the bottom of this page.

Sign in to my.MYOB 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.

Adding or deleting a staff member

To add a staff member

Before you can add a staff member as an MYOB Practice user, they need to have an MYOB account. If they don't have one, follow the To create an MYOB account procedure on this page.

On the left of MYOB Practice, click Settings and choose Staff.
On the top right of the page, click Add staff.
Enter the staff member's email address that's associated with an MYOB account.
Click Add staff. The staff member is added with a General role

If you want to give them an Administrator role, you can manage staff roles in MYOB Practice.

To delete a staff member

You can’t remove yourself as a staff member.

On the left of MYOB Practice, click Settings.
In the Staff tab, select the staff member you want to remove.
Click Delete staff.

To edit staff names or roles

Please contact MYOB Support if you need to:

change the name of your staff member as you see them in MYOB Practice
upgrade the role of a staff member from “General” to “Administrator”.

If you want to change a staff member's role from "Administrator" to "General", simply delete them by following the "To delete staff" procedure above, and then add them again. They will be given "General" user access.

Troubleshooting issues when creating an MYOB account

"Login Name (Email Address) already exists" message

If you're creating a my.MYOB account and an error appears saying the user already has a my.MYOB account, you can't create another account for the user. Try adding them to MYOB Practice as a staff member by following the To add a staff member procedure. If you have any issues when following the procedure, contact MYOB Support for help adding the user.

I don’t see the "Maintain Users" page in my.MYOB

Ensure you're a practice administrator or primary contact of the practice. If there are other practice administrators in your practice who 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, contact MYOB Support.

Related topics

Getting started for partners

Request access to a client file

Restrict access to clients

Transaction processing