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Adding or removing users in MYOB Practice

The way you assign users depends on whether you use MYOB AE/AO or not.

MYOB AE/AO users

To create a user if you use AE/AO or delete a user if you use AE/AO, follow the steps in the Practice Manager help.

You can use MYOB Practice to view your users only. In MYOB Practice, on the left panel, click Settings (the cog) and choose Users.

MYOB Practice users without MYOB AE/AO

Practice administrators can add other users, and then control access to certain features. For example, applying permissions to perform certain tasks, restrict users access to a client, or give users access to a client.

We're working on improvements to your user management experience. If you're not on the beta program, there may be some slight differences between these instructions and what you see in MYOB Practice before we roll out the changes to everyone.

NON BETA USERS ONLY – Create a my.myob account
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Create a my.myob account for your staff before adding users in MYOB Practice.

Make sure you need to have an account in my.myob and be a Practice administrator or a primary contact of the practice. If you don't have an account, click the Help button (?) in the left menu bar of MYOB Practice and select Log a support call.

  1. Sign in to my.MYOB and go to My Account > Maintain Users.

  2. Click Create New User.

  3. Enter the staff member's details and assign their permissions

  4. Click Create.

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

Add an MYOB Practice user
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You need to be a Practice administrator to be able to add staff to MYOB Practice.

  1. On the left of MYOB Practice, click Settings (the cog) and choose Users.

  2. Enter the user's email and click Check email. MYOB Practice checks if the user already exists.

  3. If the user doesn't exist, complete the additional fields that are displayed for entering the user's name and job title.

  4. If you want to restrict or expand what the user can do, select a permission.

  5. On the top right of the page, click Send invite. The user will receive a welcome email.

Delete an MYOB Practice user
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  1. On the left of MYOB Practice, click Settings (the cog) and choose Users.

  2. Select the user you want to remove.

  3. Click Delete user.

Troubleshooting

Login Name (Email Address) already exists" when creating an account in my.myob
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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 "Manage practice users" page in my.myob
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Ensure you're an MYOB Practice Administrators or primary contact of the practice. If there are other practice administrators in your practice who have access to the Manage practice users page, ask them to change your account's permissions.

If no one else in your practice can access the Manage practice users page in my.myob, contact us.