Before an MYOB Practice user can view the details of an MYOB AccountRight, MYOB Essentials or MYOB Business client file, the Practice administrator needs to give the user access to the file.
Give a user access to a file
The steps you'll follow below depend on the file. If you have an MYOB Essentials file that was created in April 2020 or later, it will be the new version. Any MYOB Essentials files from before that time will be MYOB Essentials (old).
These steps are for accessing online files in the latest AccountRight version. If the file isn't online, see Add a user to an offline file.
Before you begin
First, check that you have permission to manage online file access. If you can't see the Manage online file access area of my.MYOB, talk to your administrator about getting permission. Second, check in the file (MYOB AccountRight > Users) to make sure your practice has an advisor who is:
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using their practice email address (e.g. advisorname@yourpractice.com)
If you don't have an advisor for a file, all the practice users with access to the file will be individually listed and visible to your client. To add an advisor, you'll need to be the owner of the file. The file owner is typically the person who set up the file and will be a practice user or the client.
Log in to my.myob.com.
Go to My account > Manage online file access.
If you can't see the Manage online file access area, talk to your administrator about getting permission.
Select the file, select the employees who should have access to the file, and click Update
The update may take some time to process.
