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.
Can't see the Users page?
Only an Owner, Advisor or Online Administrator user type can access the Users page and add or remove other users. A File User doesn't have access to these functions.
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
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 an owner or staff member in the business
If you work in the business, but you're not the accountant or bookkeeper for the business, you can invite:
User | This is the default user type for most of your staff members. |
Advisor | This could be your accountant, bookkeeper or any other person that you may want to help manage your books. |
To invite users to your MYOB business you must be either:
the owner of the business (the person who created the subscription)
a user with the Administrator role and have been invited to access All businesses under this serial number.
If you're ready to jump right in and invite some users, see create users or create advisors.
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.
If your plan charges payroll fees, only Administrator, Accountant/Bookkeeper and Payroll roles can incur fees on behalf of your business. For details see Payroll limits and fees.
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
All invoicing features in the MYOB Assist app
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.
Expense capture function in the MYOB Assist app
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
Create and edit customers in the MYOB Assist app
Contact reports
Custom reports
Roles for using the MYOB Assist app
Set these roles depending on what you want users to access in the MYOB Assist app:
Sales – for all invoicing features
Purchases – for capturing expenses
Contacts – to create and edit customers
A user with the Administrator or Accountant/Bookkeeper role can access all of the features in the MYOB Assist app.
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.
File user | Can only work on the MYOB Business file they're invited to, even if you have multiple MYOB businesses. This is the level of access you'd grant most of your users, who just need to work with the one file. |
Online admin | Can work with any MYOB business file that's listed under the owner’s software serial number. These users can also invite others to your MYOB Business file. |
There are two other user types that are automatically assigned to specific users.
Owner | Assigned to the person who creates the MYOB Business file (typically the business owner). This user type can access all MYOB businesses they have under this serial number. To change the person listed as the Owner, the currently listed owner will need to contact us and we'll be happy to help. |
Advisor | Assigned to advisors that you invite to your MYOB business file. This user type can access all MYOB businesses under the same serial number. |
Only Owners, Online admin users, or Advisors with the Administrator role, can set up bank feeds.
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 details 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.
Controlling who can access your company files and what access they have is vital to keeping your data secure.
As employees leave or change their roles within your business, their access to your data will also need to be changed or removed.
Anyone who needs to access your company file will need a user account, and you can add as many users as you need. When you set up their user account you'll also specify which parts of AccountRight they can access by assigning company file roles. AccountRight comes with an Administrator user account which gives access to all features and functions (you can add additional administrators if you want).
User accounts
A user account is like a key to your company file. It also lets you identify who is accessing your company file and any changes they make. You can create user accounts for whoever you choose, including work colleagues and business advisors - such as your bookkeeper or accountant.
To set up user accounts, you need to be signed in to your company file with the Administrator account, or be a user who has been assigned the Administrator role.
Learn how to:
Company file roles
Roles are used to control access to windows and functions in AccountRight. There are default roles that you can assign to your users, or you can create your own.
To assign roles, you need to be signed in to your company file with the Administrator account, or be a user who has been assigned the Administrator role.
Learn about:
Roles and permissions for the MYOB Assist app
A user with the Administrator or Accountant/Bookkeeper role can use all the features in AccountRight and the MYOB Assist app.
Also, there are permissions in the Sales role that control access to the functions in MYOB Assist. Check that the following permissions are enabled for users who need to use the app. If a user only needs to use the app but not AccountRight, you only need to enable these permissions.
In AccountRight, go to the Setup menu > User Access > Manage Roles tab > Sales role.
MYOB Assist app feature | Required Sales permissions |
|---|---|
Manage invoices and take payments | Sales tab: Receive Payments (Read & Write) Sales (Read & Write) Sales & Purchases Information (Read & Write) Sales Command Centre Sales Register |
Capture and upload photos of expenses | Purchases tab > In Tray |
Create and edit customers | Cards tab > Customer Cards |
Create a custom role for MYOB Assist
Duplicate the Sales role and set it up with the above permissions. You can then assign this role to users who'll use the MYOB Assist app.
Administrator user account
When you created your company file, a user account called Administrator was automatically created. By default, the Administrator user account doesn't have a password assigned (learn how to set a password).
The Administrator user account is automatically assigned the Administrator role which gives access to all features and functions in AccountRight. As such, this role should not be removed from the Administrator user account. Learn more about other ways you can protect your AccountRight company file.
The Administrator user account, or a user assigned the Administrator role, can perform the following:
Change a user's company file access (such as their user name and role)
FAQs
Why can't I select the "Read Only" or "Inactive User" options?
The Read Only and Inactive User options won't be selectable if a user has been set up with the Administrator role. To allow these options to be selectable:
Click to select the user from the list of Company file users.
Deselect the Administrator role.
Select any other role.
Click Save. The Read Only and Inactive User options are now selectable.
If you're asked about changing the user's online access to the company file, click No.
Select the Administrator role and deselect the other role you chose at step 3.
Select the Read Only and/or the Inactive User option (as needed).
Click Save.
How do I delete a user?
Users can be deleted if they:
have not recorded any transactions in the company file, and
are not assigned the Administrator role.
To delete a user:
Go to the Setup menu and choose User Access.
Click the user to be deleted then click the recycle bin icon.
Click Yes to confirm.
Note that the company file's original Administrator user cannot be deleted.
Getting a message about "Cannot delete a user in the Administrator role"?
This means the user you're trying to delete has been assigned the Administrator role. To delete the user, deselect the Administrator role against this user and select any other role. Save your changes then delete the user.
How do I see what transactions have been made by users for a selected period?
You can use the Journal Security Audit report to check for unauthorised transactions made by users. See Company file security audits.