To add a new user
NOTE: You must be the company file administrator, or a user assigned the Administrator role, to create other users.
1 Open the company file.
2 Go to the Setup menu and choose User Access. The User Access window appears.
NOTE: This window will look different if you don’t store your file online If your company file is not stored online, the online section of the window will not appear.
Set up company file sign-on details
4 Type the user’s name in the User ID field, then type the password in the Password and Confirm Password fields.
NOTE: Company file sign‐on details You will need to advise the user of these sign‐on details before they can access the file. They will have the option to change their password the first time they sign on.
Select user roles
5 In the Roles list, select the roles you want to assign to this user account. For example, if you want to give the user access to all banking features, select the Banking role.
6 Click Save.
- If this company file is an online company file, continue with step7 below.
- If you do not share your company file online, the record is saved and the user setup is complete.
7 If a message appears asking if you want to invite this user now, click Log in. Your internet browser opens and you are prompted to log in to my.MYOB to continue.
8 Enter your my.MYOB login details. An invitation screen appears.
9 Enter the user’s email address, first name and last name in the fields provided.
10 Select the type of online access you want them to have. For more information about online access types, see ‘Inviting a user to work online’ below.
11 Click Invite. The Manage online access screen appears and an invitation email is sent to the user.
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