Manage account contacts

If you want staff members to handle tasks relating to your business's relationship with MYOB, you can add them to, or update them on, your account. These are called account contacts. This means you can delegate looking after MYOB billing and other account tasks to someone else.

Depending on the account contact's role, they can pay bills, manage your subscription, update billing details, send support requests, and invite or remove other account contacts. They can do these things in My Account without having to contact MYOB support.

Key points

There are three account contact roles:
- Primary contact – the account owner with full permissions (manage contacts, billing, subscriptions, and support).
- Billing contact – manages billing and subscription details, but cannot edit/remove other contacts.
- Contact – can view most account info, update their own details, and submit their own support requests.
Only the primary contact can invite, assign, or remove a billing contact.
An account can have only one billing contact at a time. If you want to add a new one, you must remove the current billing contact first.
If no billing contact is nominated, the primary contact automatically acts as both primary and billing contact.

Want to give someone access to your MYOB file?

This topic covers managing who can interact with MYOB on behalf of your business, which includes things like changing subscription or billing details.

To give someone access to work in your MYOB Business file, for things like entering sales or processing payroll, invite them as a user.

Understand the difference between MYOB accounts and file access.

Account contacts are defined by roles

Three roles define what an account contact can do in My Account:

Primary contact – This is the MYOB account owner. They're like the 'super user' of the account. A primary contact can view and download invoices, update account details and add, update or remove billing contacts. They can make changes to the account, such as upgrading, downgrading or cancelling the MYOB subscription. They can also submit support requests and view the support requests of others in the business.
Billing contact – Set up by the primary contact to manage the billing elements of the account. They can view and pay invoices, access subscription details, update business and billing addresses, and submit support requests. Unlike the primary contact, they can't edit or remove other account contacts.
Contact – This is a standard contact listed on the account. They can view most account information, update their personal details, view other contacts or submit support requests (they can only view their own support requests).

The account role of other contacts can only be set or changed by the primary contact.

Detailed list of account contact permissions

These are the actions the different account contacts can and can't perform in My Account:

Action/Permission	Primary contact	Billing contact	Contact
Log in to My Account	Yes	Yes	Yes
View & update business/billing address	Yes	Yes	No (view only)
Manage contacts (invite/remove)	Yes (can remove billing contact only)	No	No
Assign billing contact	Yes	No	No
View/download invoices	Yes	Yes	No
Manage subscriptions	Yes	Yes	No
Submit and track support requests	Yes (all requests)	Yes (all requests)	Yes (only own requests)
Change primary contact	With support assistance only	With support assistance only	With support assistance only

Account contacts are managed in My Account

Account contacts are listed in the Manage contacts page of My Account:

You manage your account contacts in My Account

The Manage contacts page and its features are being rolled out. If you don't see it yet, and need to add, remove or update account contacts, submit a support request in My Account.

Invite, remove or assign a billing contact

Only the primary contact can invite someone to be the billing contact for the account or change the role of a contact to make them the billing contact. They can also remove a billing contact.
An account can only have one billing contact. If you want a new billing contact, and there is already one in Manage contacts, you'll need to remove them first.

Invite a billing contact

Go to My Account at myaccount.myob.com/account. If prompted, sign in using your MYOB account email address and password.
From the Manage account menu, choose Manage contacts.
On the Manage contacts page, click Invite billing contact.
Enter the name and email address of the new billing contact.
Click Invite billing contact. They then receive an email informing them that they've been invited as a billing contact on the account.

Remove the billing contact

Once you remove the billing contact:

They are removed from the Manage contacts list. If you want the billing contact added back to the list (say, as a standard contact), the primary contact will need to submit a support request.
They don't receive an email notification of the change.
The primary contact automatically holds both the primary contact and billing contact roles. If there is another contact in the Manage contacts list, the primary contact can update them to be the billing contact – see 'Assign a billing contact', below.

You aren’t yet able to remove a standard account contact yourself in My Account. To do this, submit a support request in My Account, and our team will assist you.

Go to My Account at myaccount.myob.com/account. If prompted, sign in using your MYOB account email address and password.
From the Manage account menu, choose Manage contacts.
On the Manage contacts page, click in the Action column for a user and choose Remove contact.
Click Save.

Assign a billing contact

If the person you want to be a billing contact isn't listed in Manage contacts, invite them – see 'Invite a billing contact', above.

Go to My Account at myaccount.myob.com/account. If prompted, sign in using your MYOB account email address and password.
From the Manage account menu, choose Manage contacts.
On the Manage contacts page, click in the Action column for a user and choose Update role.
Confirm the name and email address are correct and click Update role.