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You can manage each user’s sign-on details and change their role (the parts of the company file they can use), from within each company file. You might do this if a user has forgotten their password and needs you to reset it, or if a person has new responsibilities within your business.

 

To change a user’s role
  1. Go to the Setup menu and choose User Access. The User Access window appears.
  2. In the user list, select the user whose role you want to change.
  3. In the Roles section of the window, select or deselect the role you want this user to have. See Set up roles for information about customising roles.
  4. Click Save.
  5. If you're prompted to change this user’s access to the online file, select the appropriate option. For more information, see Check a user's online status.
  6. Click Close.
To reset a user’s company file password
  1. Go to the Setup menu and choose User Access. The User Access window appears.
  2. In the user list, select the user whose password you want to change.
  3. Enter the new password in the Password and Confirm Password fields.

    If the user's my.MYOB account has been linked to their company file user ID, click the set an offline password link to access the Password fields.

  4. Click Save.
  5. Contact the user and tell them their new password. They can change this password the first time they sign on.