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Adding or removing users in MYOB Practice

The way you assign users depends on whether you use MYOB AE/AO or not.

MYOB AE/AO users

To create a user if you use AE/AO or delete a user if you use AE/AO, follow the steps in the Practice Manager help.

You can use MYOB Practice to view your users only. In MYOB Practice, on the left panel, click Settings (the cog) and choose Users.

MYOB Practice users without MYOB AE/AO

Practice administrators can add other users, and then control access to certain features. For example, applying permissions to perform certain tasks, restrict users access to a client, or give users access to a client.

Add an MYOB Practice user

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You need to be a Practice administrator to be able to add users to MYOB Practice.

  1. On the left of MYOB Practice, click Settings (the cog) and choose Users.

  2. Click Invite user on the top right of the page.

  3. Enter the user's email and click Check email. MYOB Practice checks if the user already exists.

  4. If the user doesn't exist, complete the additional fields that are displayed for entering the user's name and job title.

  5. If you want to restrict or expand what the user can do, select a permission.

  6. On the top right of the page, click Send invite. The user will receive a welcome email.

If you have any issues when following these steps, click the Help button (?) in the left menu bar of MYOB Practice and select Log a support call.

Delete an MYOB Practice user

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  1. On the left of MYOB Practice, click Settings (the cog) and choose Users.

  2. Select the user you want to remove.

  3. Click Delete user.