Everyone who works with MYOB needs an ID that they use to access their software and manage their relationship with MYOB.
When you’re invited to work on an MYOB file, to do things like enter sales or process payroll, you’ll create an MYOB ID (or, if you already have one, your ID will be linked to the business you’ve just joined). Your MYOB ID can be linked to multiple businesses.
When your MYOB ID is linked to a business, you can:
Log in to an MYOB file, where you can work on business tasks
Submit support requests for the businesses you're linked to
If you're added as an account contact, you'll also get access to the business's account, which lets you interact with MYOB on behalf of the business. Depending on your access level, this includes things like managing the business's subscription and updating payment details.
Access to MYOB files and accounts is managed separately
There are a few things to know about how these two types of access work.
File permissions are completely separate from account permissions
The access given to a user when they're invited to a file has no relationship to their level of account access. When inviting a user to a file, you can choose what they have access to, but when someone's added to an account, they'll only have basic access to manage their own details. Each type of access is managed separately.The business owner automatically gets the highest level of account and file access
The person who originally bought the MYOB software (usually the business owner) is automatically set up as both:The primary contact for the account, which gives them full access to manage the account and subscription,
The online owner for the file, which gives them full access to the MYOB file and allows them to invite additional users, including online administrators, who can then invite other staff members and manage their file access.
You can have file access without account access
When you're invited to an MYOB file, your MYOB ID is linked to that business, but you won't have account access unless you're also added as an account contact. For most people, this is all they'll need. Everyone linked to a file can submit support requests, so you only need to add someone as a contact if they need additional access for things like paying bills or managing the subscription.You can have account access without file access
If someone doesn’t need to use the software, but needs account access for things like updating payment details or managing the subscription, the primary contact can invite a billing contact to access the account, without granting file access.You can be linked to multiple businesses and have different access for each
If you work with multiple businesses that use MYOB, you'll be linked to all of their accounts, but you'll only have account access to the businesses that have added you as an account contact.When someone leaves your business, they may need to be removed in both places
If you terminate an employee who also has a higher level of account access (for example, if they're the billing contact), you need to also remove their account access. To do this, you'll need to submit a support request.
Manage account access in My Account
My Account is the hub for managing:
Your own MYOB ID, for things like your contact details, 2FA setup and submitting support requests
The business’s relationship with MYOB, including subscription and billing details
Account access for a business, including who’s linked to the business and what they can do
‘Account contacts’ are the people with account access
Adding someone as an account contact gives them the authority to interact with MYOB on behalf of your business.
Standard contacts only have basic permissions, which include managing their own account details and 2FA methods, and viewing the list of contacts.
The business owner (or the person who originally bought the software), is automatically designated as the primary contact for the business. This means they own the subscription and have full access to manage all aspects. The primary contact can:
Manage who’s linked to the business
Change the business's MYOB subscription and add premium features
Update billing and payment details
This primary contact can also nominate one account contact as the billing contact, who can pay the MYOB bill and update payment details. The billing contact receives all billing correspondence from MYOB and also has permission to change the business's MYOB subscription plan.
Manage file access within your MYOB software
‘Users’ are the people who work in an MYOB file
When someone is invited to work in an MYOB Business file, they're set up as a user. They'll have a user type, which determines which businesses they have access to, and their file access level, which determines what they can do and what data they can see in the file.
User access is managed in MYOB Business from the settings menu (⚙️) > Users and permissions.