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Preparing your practice for MYOB Logins

To prepare for new services and to simplify accessing MYOB AE/AO, the number of passwords now required can be reduced to one MYOB Login.

Once MYOB Logins are activated for your practice, your employees will be identified for login by their email address and password. The process cannot be reversed.

You need to have internet access so that your MYOB Logins can be validated.

What is a valid MYOB Login?

To log in, you use a single user name and password known as an MYOB Login. This MYOB Login will be the same details that you use to access my.MYOB, and is used to access MYOB solutions such as AccountRight, Essentials, my.MYOB and Accountants Enterprise/Accountants Office.

To prepare your practice in five steps
  1. Configure your Practice MYOB Logins. See Practice MYOB settings.
  2. Identify which employees have an MYOB Login.
    To do this:
    1. Access the Find Employees page.

    2. Right-click on the table and select the my.MYOB login option from the Field Chooser.

    3. Drag and drop the option onto your column heading row.

    4. You are now able to print this list of employees.

    5. Edit your employee MYOB details. See Creating or editing a my.MYOB login for an employee.

  3. Review your Task Permissions.
    At this stage, it may be a good idea to check the task permissions associated with your employees. See Disabling employees from entering their own MYOB Logins.
    We also advise that you review your employees details in my.MYOB using the Manage practice users option and reconcile the employee login in MYOB AE/AO. See Updating my employees rights in my.MYOB for information on how to update your employees rights/permissions to the my.MYOB website.
  4. Notify all your employees that there is a change in how they will access MYOB AE/AO.
  5. Activate MYOB Logins for your practice. See Setting up MYOB Logins for your practice.
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