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

This section 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 manage other staff members' access to MYOB Practice.

 

  1. Click Settings in the side navigation bar.
  2. In the Staff tab, click Add staff.

  3. Enter the email address of the person you want to give access to.

    The email address must be associated with an MYOB account, which they will already have if they can access MYOB products and services, such as MYOB Essentials.

    If the staff member doesn’t have an MYOB account, you can create one for them, see the "Creating MYOB accounts for your staff using my.MYOB" section below.

  4. Click Add staff.
    They will be added as a staff member with the "General" role.

 

If you're the practice administrator or primary contact of the practice, you can create my.MYOB accounts for staff who don't already have one.

  1. Sign in to https://my.myob.com and go to My Account > Maintain Users.
  2. Click Create New Contact
  3. Enter the staff member's details, including their contact role: General or Administrator.
  4. Click Create.
  5. You can now add them to MYOB Practice using the "To add staff" procedure above.

Troubleshooting

"Login Name (Email Address) already exists" message

If when creating the my.MYOB account an error appears saying the user already has a my.MYOB account, then you can't create another one for them. You should be able to add them to MYOB Practice as a staff member by following the above "To add staff" procedure. But if you have issues doing this, please contact MYOB Support and request the user be added to your practice.

I don’t see the “Maintain Users” feature in my.MYOB

Ensure you are a practice administrator or primary contact of the practice. If there are other practice administrators in your practice who do 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, please call MYOB Support to resolve this issue.

  1. Click Settings in the side navigation bar.
  2. In the Staff tab, select the staff member you want to remove and then click Delete staff.

    You can’t remove yourself as a staff member.

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. 

If you want to give or restrict a staff member’s access to all information relating to a client, see Restrict access to clients.

If a staff member does have access to a client, but the client’s MYOB Essentials or AccountRight file isn't listed on the Transaction processing page, follow the relevant instructions on the Request access to a client file help page.

 

Request access to a client file

Restrict access to clients

Transaction processing