Adding or removing staff

https://help.myob.com/wiki/x/TQfGB

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

This information is for MYOB Practice users and MYOB Partners who have MYOB Practice without MYOB AE/AO.

If you’re an MYOB Practice administrator, or the primary contact of the practice, you can set up staff from your practice as MYOB Practice users. This lets 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 a my.myob account for other staff in your practice

You need to be a Practice Administrator or a primary contact of the practice to add or remove users from my.myob.

You also need to have a my.myob account to create other my.myob accounts. If you don't have an account, contact us.

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.

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

Troubleshooting issues when creating a user in my.myob

"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 create an MYOB Practice user procedure below. If you have any issues when following the procedure, contact us 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 us.

To create an MYOB Practice user

Above procedure references this procedure name

This procedure adds staff from your practice as MYOB Practice users. Before you begin, you need to have created a my.myob account for those staff. If they don't have an account, first complete the above procedure, To create a my.myob account for other staff in your practice.

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 an MYOB Practice user

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.

In this section

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Troubleshooting issues when creating a user in my.myob

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