AccountRight desktop, offline company files only
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.
Adding a user to an offline file
Open the company file.
Go to the Setup menu and choose User Access.
Click New User.
Set up company file sign-on details
Type the user’s name in the User name field. This will become the user's User ID they'll need to enter when opening your company file.
Type the password they'll need to enter each time they open the file, in the Password and Confirm Password fields. The user will be able to change this password when the sign in to your company file.
User passwords can’t be recovered
If a user forgets their password, an administrator can set a new password for them. See Change a user's company file access.
If your file only has one administrator account, and you’ve forgotten its password, you'll need to send the file to MYOB to have the password reset. Contact MYOB for information on how to send your file, and the cost to reset the password.
Select user roles
In the Company file roles list, select the roles you want to assign to this user account. For example, if you want to give the user access to all banking features, select the Banking role.
Click Save.
You can now give the user their user name and password. They'll need this to open your company file.