Adding or removing users in Practice Compliance

The way you assign users depends on whether you use AE/AO or only Practice Compliance.

MYOB AE/AO users

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

You need to follow the steps in the Practice Manager help if you want to create a user or delete a user.

MYOB Practice Compliance users without MYOB AE/AO

Practice administrators can add users and control their 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.

Add a Practice Compliance user

You need to be a Practice administrator to be able to add users to Practice Compliance.

On the left of MYOB Practice, click Settings (the cog) and choose Users.
Click Invite user on the top right of the page.
Enter the user's email and click Check email. Practice Compliance checks if the user already exists.
If the user doesn't exist, complete the additional fields that are displayed for entering the user's name and job title.
If you want to restrict or expand what the user can do, select a permission.
Optionally, choose any restricted clients this user should have access to. This gives the user access to their client record only, not their online file. You can also edit client restrictions later.
On the top right of the page, click Send invite. The user will receive a welcome email.

If you have any issues when following these steps, click the Help button (?) in the left menu bar of Practice Compliance and select Log a support case.

Remove a Practice Compliance user

You need to be a Practice administrator. You can't remove yourself as a user.
Deleting the user will also remove their access to client files, unless the user is marked as Admin in my.myob.com > My account > Manage online file access. To remove file access for Admin users, contact us.
If you use AE/AO, follow the AE/AO steps for deleting an employee instead.

On the left of Practice Compliance, click Settings (the cog) and choose Users.
Select the user you want to remove.
Click Remove user.