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Assign users to clients

If you use MYOB AE/AO, you'll only be able to use MYOB Practice to see and find the users who have been assigned to clients. To change which users are assigned to a client, you'll need to change their responsibilities in AE/AO.

After you've created a client in MYOB Practice, you can assign the MYOB Practice user who will be responsible for the client. This makes it easier for users to find and focus on their clients and to find out who is responsible for each client.

You can assign users to three different levels of responsibility for the client:

  • user

  • partner

  • manager.

Assign a user to a client

This information only applies if you have both MYOB Practice without MYOB AE/AO. See how to assign users in AE/AO.

To assign users, you'll need to edit the client's details.

Before you can assign a user to a client, you need to add the user to MYOB Practice.

  1. Click All clients and go to Clients > Client list.

  2. Select the row of the client or contact that you want to assign a user to.

  3. In the client details panel on the right of the page, click Edit (the pen) in the Details section.

  4. Scroll down to the Responsibility section. From here, you can assign a staff member who is responsible for the client's work.

  5. Select:

    • Assign a partner

    • Assign a manager

    • Assign staff member.

      You can assign multiple staff members to a client, but only one manager or partner can be assigned per client. Click Assign staff member again to add another staff member.

  6. Select the user that will be responsible for the client from the drop-down list. The user's name will appear in the Responsibility section.

    To unassign a user, click the cross icon.

  7. Once all users are assigned, click Save.

Find the clients assigned to a user

Are your clients or users not showing up in MYOB Practice? Check that you've turned on syncing from MYOB AE/AO.

  1. Click All clients and go to Clients > Client list.

  2. In the Partner, Manager and Staff Member drop-downs, select the name of the user that is responsible for the client. You can select multiple filters.
    All the clients and contacts will be listed.

You can also see the users assigned to clients using Online files filters and Compliance filters (AU) | Compliance filters (NZ).