You may need to give an MYOB Practice user access to an MYOB AccountRight, MYOB Essentials or MYOB Business client file so the user can work on the file. You can either:
Choose a file and give one or more users access to it - Useful if you have a new file and you want multiple users to work on it.
Choose a user and give them one or more files to access - Useful if you have a new user and you want them to work on multiple files.
Users with the Manage File Access permission can access all files
In MYOB Practice, a user with the Manage File Access permission can see all client files in the Manage file access settings and can give any user access to the file, including files belonging to restricted clients.
Practice administrators can also see all client files, including files belonging to restricted clients.
Choose a file and manage its user access
Before you begin, make sure:
you have added the users to MYOB Practice
you have Practice administrator or Manage File Access permission.
On the left of MYOB Practice, click Settings (the cog) and choose Manage file access. You'll see all the files that your client owns and has invited a user from your practice to, or that your practice owns.
Click the file you want to give users access to. You can quickly select all users by clicking Select all above the list.
Click Manage access, select the users you want to access the file and click Save. It might take a few minutes for the user to see the file on their end, and they might need to refresh their browser page.
If you see a greyed-out user, it means they either are the file owner or accepted a client's invitation to access the file as an advisor. The user's greyed out so that the client's invitation can't be removed through MYOB Practice without consulting the client. If required, the client would need to remove access through MYOB Business.
Choose a user and manage their file access
Before you begin, make sure:
you have added the users to MYOB Practice
you have Practice administrator or Manage File Access permission.
On the left of MYOB Practice, click Settings (the cog) and choose Users.
Click the user you want to give file access to.
In the File access section, click the arrow.
Click Edit (the pen icon). You'll see all the files that your client owns and has invited a user from your practice to, or that your practice owns.
Select the files you want the user to access and click Save.
You can quickly select all users by selecting the checkbox next to the Users column header.
If you see a greyed-out user, it means they either are the file owner or accepted a client's invitation to access the file as an advisor. The user's greyed out so that the client's invitation can't be removed through MYOB Practice without consulting the client. If required, the client would need to remove access through MYOB Business.
Other ways users can get access to a client file
A user may have created the client file, which gives the user access to the file.
A user may accept an invitation from their client to access a client file as an advisor.
Once a client has invited a user from your practice to the file, if more users need file access, it's best to give the access through MYOB Practice as described on this page rather than have the client continue inviting more users to the file. Giving file access through MYOB Practice lets you also remove file access through MYOB Practice. If a client invites a user and they later need to be removed because the user left your practice for example, only the client can remove the user's file access.
If a client invites a user, the user has Administrator access to the file. Alternatively, if the Practice administrator gives the user file access in MYOB Practice, the user has File user access.
Learn more about client file roles, permissions and user types.
Learn more about inviting users to a client's MYOB business.
More user restriction options
Australia – Tax permissions
New Zealand – Tax permissions
Feedback
As we work on improving this feature, we would love to hear your feedback. Share your suggestions or ask questions on our Discussion / Ask a question space in MYOB Community.