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Manage users

Everyone who has access to your MYOB business is listed on the Users page, accessed by clicking your business name and choosing Users.

Business name clicked and Users highlighted

Can't see the Users page?

Only an OwnerAdvisor 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:

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.

Roles and permissions

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.

Roles and permissions in MYOB

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 AdministratorAccountant/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

    • Sales reports

    • Customer reports

    • Custom reports

    • The Sales section of the Dashboard

  • 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 AdministratorAccountant/BookkeeperBanking or Payroll role.

    • Purchases/Bills reports

    • Supplier reports

    • Custom reports

    • The Purchases section of the Dashboard

  • 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

    • Contact reports

    • Custom reports

User Type

When you invite a user or advisor, you choose their User Type.

User types

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

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.