Permissions let you restrict some actions that users can perform. For example, with managing tax compliance, lodgement or task templates.
There are a couple of ways you can assign permissions, with each method better for different scenarios.
Assign permissions to a user – For example, if you have multiple users you want to give a permission to in bulk.
Assign users to a permission – For example, if you have a new starter and you want to give that one person a permission.
Types of permissions
Practice Access (no role assigned)
Can do everything in MYOB Practice apart from the tasks that require one of the following permissions.
Practice Administrator
Only Practice administrators can assign permissions. This permission is required for changing MYOB Practice settings and viewing audit history. It gives you access to all functionality included in other roles.
When your practice starts using MYOB Practice, one user is assigned a Practice administrator permission. They can then assign the Practice administrator permission to other users.
The Practice administrator permission applies across all your practices, even if you have different instances of MYOB Practice. For example, assigning Practice administrator to a user in one office will assign the permission to the user in all your offices.
You can tell if you're a Practice administrator by what you see when you click Settings (the cog) on the left menu bar. Practice administrators will see the Users menu option. If no one in your practice has a Practice Administrator role, click the Help button (?) in the left menu bar of MYOB Practice and select Log a support case.
Manage Task Templates
Allows the user to create or edit task templates.
Manage Practice Users
Can add and remove users in MYOB practice and edit their permissions.
Manage Online File Access
Can manage client file access for MYOB Practice users.
In MYOB Practice, a user with the Manage Online File Access permission can see all client files in the Manage file access settings and can give any user access to the file, including files belonging to restricted clients.
Practice administrators can also see all client files, including files belonging to restricted clients.
Permissions for managing tax tasks
Your practice can enable the Compliance Administration and Compliance Approval permissions. These permissions let you manage tax related tasks.
See tax permissions for New Zealand.
See tax permissions for Australia.
Assign a user to a permission
Before you assign permissions:
You need to be the Practice administrator to assign permissions to users.
You can tell if you're a Practice administrator by what you see when you click Settings (the cog) on the left menu bar. Practice administrators will see the Users menu option.
If no one in your practice has an Administrator role, in MYOB Practice, click the Help button (?) in the left menu bar, select Log a support call and complete the Support request form.
Make sure you've added the user to MYOB Practice.
If you use MYOB AE/AO, add the user in AE/AO. To remove staff who no longer work in your practice, make them inactive in AE/AO. For New Zealand users, see also closing clients.
Select Settings (the cog) on the left side of the page and select Permissions.
Select the name of the permission you want to add users to.
On the right panel, select Edit permission.
From the Users drop-down, select the names of the users you want to add.
Click Save.
To remove a user from a permission, click the remove permission icon (x) next to the user's name and click Save.
Assign a permission to a user
Before you assign permissions:
You need to be the Practice administrator to assign permissions to users.
You can tell if you're a Practice administrator by what you see when you click Settings (the cog) on the left menu bar. Practice administrators will see the Users menu option.If no one in your practice has an Administrator role, in MYOB Practice, click the Help button (?) in the left menu bar, select Log a support call and complete the Support request form.
Make sure you've added the user to MYOB Practice.
If you use MYOB AE/AO, add the user in AE/AO. To remove staff who no longer work in your practice, make them inactive in AE/AO. For New Zealand users, see also closing clients.
Log in to MYOB Practice as a Practice administrator and select Settings (the cog) on the left side of the page and select Users.
Select the user that you want to give a permission.
On the top right of the page, click Manage permissions.
Select a permission and click Save.
To remove a role from a user, select Remove user and click Save.