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Add a user to an offline file

For information about inviting users to access your online file, see Invite a user to an online file.

You can create as many user accounts as you need to enable others to access your company file. You can also restrict the areas and information each user can access.

You must be the company file administrator, or a user assigned the Administrator role, to create other users. If you don't sign on as an administrator, the User Access option won't appear in the Setup menu. If you're signed on as an Administrator but still can't see the User Access option, contact us for help.

Note that the information in this topic is about adding users to an offline file in the new AccountRight. If you are using Classic AccountRight (v19), see Managing user accounts for information about adding users.

Some features require online administrators

Your company file doesn’t need to be online to use Bank FeedsPay Super and Single Touch Payroll, but if others need to access your company file to update your bank feeds, authorise super payments, or to process single touch payroll, you’ll need to invite them to become ‘online administrators’, and they will need to set up an MYOB account if they don’t already have one.

An online administrator can work with any company file that's listed under the owner’s software serial number. In addition to this, an online administrator can:

  • update a bank feed if your file is not in the cloud

  • start a Pay Super application, and be given permission to create or authorise super payments

  • set up a file for online access

  • purchase additional online files

  • invite file users to access an online company file

  • set up single touch payroll

  • manage your AccountRight subscription

Online administrator access

An online administrator can work with all the company files associated with a serial number. They can access online company files and manage who can access those files. They can also update bank feeds in both online and offline company files.