Skip to content

Roles and permissions

There are roles you can assign to your staff to restrict some actions that you can perform in MYOB Practice. These roles can be managing tax compliance, lodgement, task templates, etc. You can also assign the Administrator role to another can assign the Administrator role and any other roles to staff.

I'm an MYOB AE/AO user

As an Administrator, you can see which members of your staff have access to MYOB Practice. Click Settings () on the left side of the page and choose Staff.

  • Assign roles to existing staff in MYOB Practice. Assigning roles in MYOB Practice won't sync the role settings back to AE/AO.

  • Add new staff in MYOB AE/AO.

  • To remove staff who no longer work in your practice, make them inactive in MYOB AE/AO.
    (For New Zealand users, see also Closing clients for more information)

I'm an MYOB Practice user (without MYOB AE/AO)

 You can manage staff roles in MYOB Practice if: 

  • you don't use MYOB AE/AO

  • you already have an Administrator role. 

If no one in your practice has an Administrator role, you need to contact MYOB Support. You can control which staff can access MYOB Practice by adding or removing staff.