From the Users page, you can give your clients access to their data by adding them as a user for a business. Once they are set up, users will have full access to their cashbook.
Note: Users for a business are different from users for your accounting firm. You will need to add users for your accounting firm, from within my.MYOB.
To add a client as a user
- Open the cashbook for the relevant business.
- Go to Settings> Users.
- Click Add a new user.
- In the form that appears, fill out the email and name details.
- Click Add user. The user will appear in the list below.
The user will be sent an invitation email. If they already have an my.MYOB account, they can use that to sign in. Otherwise, they can follow the instructions to set up an account. They will then be able to access their cashbook.
By default, any users that you add will have their access rights enabled. To check this, click on the user’s name in the list. You will see that the button in the Access column will be set to ON by default.
To enable or disable a client’s access
- Open the cashbook for the relevant business.
- Go to Settings> Users.
- Locate the user whose access rights you want to change.
- In the Access column for that user, click the ON/OFF toggle button (
) to enable or disable access respectively.