When you invite an AccountRight user to be an online administrator, they can work with any company file listed under the owner’s software serial number. You would only give online administrator access to a person you trust to manage user access to your company file data, such as your office manager or your bookkeeper. An online administrator can also:
Invite an online administrator
Select the option in the User Access window:
Then, complete the rest of the steps to invite them into your company file.
Invitations expire 10 days from the date they are sent. If an invitation has expired, the user you're trying to invite can request a new invitation from their expired invitation. You can also resend the expired invitation.
Only an owner or online administrator can invite an online administrator
Whether you can invite an online administrator depends on your own user type. This controls what company files you can access and who you can invite to work on them. Only someone with the Owner or Online Admin user type can invite an Online Admin.
Restricting who can invite other users helps keep your business data safe. Below is a summary of who can invite who:
You can see the User type of your users listed on the Users page when you work with your AccountRight company file in a web browser:
Changing an online administrator
As people within your business change roles, the type of access they have to AccountRight and the tasks you need them to perform in your company files might also need to change.
For example, as a staff member takes on more administrative responsibility, you might want to upgrade them to an online administrator.
Only an Owner can change an existing user into an Online Admin, or change an Online Admin to a File User.
Need to change the Owner user for your company file? The existing Owner user can transfer their access.
For information on what different user types can do, see Manage users.
Make a file user an online administrator
Go to the Setup menu and choose User Access. The User Access window appears.
Click the Manage online access button.
If prompted, sign in using your MYOB account details (email address and password). Your company file opens in the web browser version of AccountRight on the Users page.
Click the user's name.
In the Access section, choose Online admin as the User Type:
Click Save. The Users page reappears with a confirmation message at the top. If you need to change their company file permissions, see Change a user's company file access.
Make an online administrator a file user
Go to the Setup menu and choose User Access. The User Access window appears.
Click the Manage online access button.
If prompted, sign in using your MYOB account details (email address and password). Your company file opens in the web browser version of AccountRight on the Users page.
Click the user's name.
In the Access section, choose File user as the User Type:
Click Save. The Users page reappears with a confirmation message at the top. If you need to change their company file permissions, see Change a user's company file access.
Make an offline file user an online administrator
Go to the Setup menu and choose User Access. The User Access window appears.
Select the offline file user from the list.
Select the option Create an online MYOB login for this user.
Enter an Email address for the user.
Select the option Invite user to be an online administrator.
Click Save and Invite User
An email will be sent to this user, inviting them to become an online administrator. To monitor if or when they accept the invitation, see Check a user's online status.
Resend or cancel an invitation
If you invite a person to be an online file user or administrator by mistake, you can cancel the invitation before it is accepted. It's also a similar process to resend an invitation.
You can also resend an invitation to a user with the status Cancelled, Expired, or Access removed.
Go to the Setup menu and choose User Access. The User Access window appears.
Click the Manage online access button.
If prompted, sign in using your MYOB account details (email address and password). Your company file opens in the web browser version of AccountRight on the Users page.
In the Status column, click the ellipsis (...) and choose Resend invitation or Cancel invitation for the applicable user.
If you're resending an invitation to a user whose status is Cancelled, Expired or Access removed, you are prompted to select the user's user type. This determines whether the user can access the current business (File user) or other businesses with the same serial number (Online admin). You can choose a different user type than previously (for example, you can change them from File user to Online admin, or vice versa).
Advisors can’t change a user’s type when resending an invitation.
Click Resend invitation.
Need to change what pages, features, and data a user can access in a company file?