Manage users

Everyone who has access to your MYOB business is listed on the Users page, accessed by clicking the settings menu (⚙️) and choosing Users and permissions.

The Users page is where you can:

• invite users and advisors to access to your MYOB business

• choose which parts of your MYOB business users can access

• check a user's status

• edit and delete users.

When you add a user, they'll be sent an invitation to access your MYOB business. The invitation has all the info they'll need to get started.

Typically you'll invite anyone who needs to sign in to your MYOB business. This includes your accounting advisor or bookkeeper. That's right—no more office visits or sending them your data.

Everyone you invite will be able to access your MYOB business at the same time. But you'll keep your data safe by choosing which parts of your MYOB business each user can access.

Inviting users and advisors

When you invite someone to access your MYOB business, you'll choose whether they'll be a User or an Advisor. Who you invite and how you do it depends on the role you play for the business.

I'm the accountant or bookkeeper for the business

If you're the accountant or bookkeeper for the business, you can invite:

User	This is the default user type – we don't recommend inviting other practice staff as Users.
Advisor	Only invite an Advisor if there isn't an Advisor already invited to the business or you want to invite another practice or bookkeeper.

To invite other staff in your practice, you must be either:

• an Owner user type

• a practice staff member with an Advisor user type

You should only invite other practice staff members via my.myob. Click Manage user access via my.MYOB on the Users page:

For the steps on adding users via my.myob, see Requesting access to a client file.

To invite the business owner (your client) or their staff members, you must be either;

• an Owner user type

• a practice staff member with an Advisor user type

To invite them, click Create user on the Users page:

Then complete their details and access level. For more information, see Inviting a user to your MYOB business.

Control what a user can do in a file

Roles and permissions, available in the Access section of the Users page, control the parts of your MYOB business a user or advisor can access.

For example, a user with the Sales role can only access sales related functions and reports. But the Administrator role gives a user access to all features and functions. You'll choose a user's roles when you invite them. See create users or create advisors.

Only users with the Administrator role can change other users' roles and permissions.

Here's a list of available roles and the functions they permit.

• Administrator - All features and functions, including user management and all sections of the Dashboard.

• Accountant/Bookkeeper - All features and functions, excluding user management and all sections of the Dashboard.

• Sales:

  • All features in the Sales menu

  • Sales reports

  • Customer reports

  • Custom reports

  • The Invoices section of the Dashboard, showing only invoices (but not other income, like cash received). The amounts are shown as tax-inclusive only.

• Purchases:

  • Features in the Purchases menu
    

    Users with the Purchases role can't use electronic payments to pay suppliers. If a user needs this feature, assign them either the Administrator, Accountant/Bookkeeper, Banking or Payroll role.

  • Purchases/Bills reports

  • Supplier reports

  • Custom reports

  • The Bills section of the Dashboard, showing only bills (but not other expenses like wages and cash purchases). The amounts are shown as tax-inclusive only.

• Payroll :

  • All features in the Payroll menu

  • Payroll reports

  • Employee reports

  • Custom reports

  • The Pay runs section of the Dashboard

• Banking:

  • All features in the Banking menu

  • Banking reports

  • Contact reports

  • Custom reports

  • The Bank accounts section of the Dashboard

• Contacts:

  • All features in the Contacts menu

  • Contact reports

  • Custom reports

Choose what files a user can access

When you invite a user or advisor, you choose their User type.

This determines whether the user can access the current business or other businesses with the same serial number.

There are two other user types that are automatically assigned to specific users.

Need to change someone's User type? See Edit and delete users.

Decide whether a user can make changes

New users are created with the Create and edit access level set by default. This means they can create and edit transactions related to their role. For some roles and permissions (except the Administrator role), you can choose to set an existing user's access level to Read only.

This is useful for when you want to allow a user to view the detail of transactions but not create new ones. For example, you might give a salesperson Read only access so they can view details of existing sales but not allow them to create new ones.

Where to from here?

Find out how to create users or create advisors. If you've been there, done that—maybe you need to edit or delete a user.