You can give others access to your company files online. You do this by inviting them.

Types of online access

Depending on who you are giving access to, you can set up two types of online access:

• Online file user—A file user can access any of the online company files they have accepted an invitation to use. This is the level of access you would grant most of your users, who you just need to work with the file.
• Online administrator—an online administrator can work with any company file that is listed under the owner’s software serial number. In addition to this, an online administrator can:
  •  purchase additional online files
  •  invite file users to use a company file online
  •  manage your AccountRight subscription.

You might give administrator access to a person you need to perform these additional functions for you, for example, your office manager or your bookkeeper.

Who can you invite?

You can invite anyone to have online access to your file. But they also need to be a company file user, to open the file online (see Add new company file users). You can invite your bookkeeper or accountant to help you set up your file online or manage users for you.

What happens now?

This person will be sent an invitation via email. When they accept the invitation, they will be set up with my.MYOB login details, which will enable them to access the online company file.

They will not be able to sign on to the company file unless they have company file access as well. If you have not already set them up in the company file as a user, see Add new company file users. If you have already set them up, remember to send them their company file sign-on details.