Monday, July 9, 2007

MYOB How To: Add Users with Passwords

MYOB allows you to add users with passwords and set the level of access the new users have.

This can be quite useful if you have staff members who enter invoices but do not wish to permit them access to alter
banking functions or other sensitive data.

Step 1:
Open preferences by clicking the Setup pull down menu at the top of the screen and choosing Preferences.

Step 2:
Click on the tab for Security.

Step 3:
To add users and set passwords, click on the Password button at the bottom left of the security window as shown below.

MYOB add passwords

Only the person logged in as the Administrator can add or edit users and their passwords.

Step 4:
To add a user click on the New button. The program will prompt you for the
new user details.

MYOB add a new user


Step 5:
Enter a User ID and tab to the password field.
Type in a password and TAB.
Type in the password again to confirm.
Click on the OK button.


Step 6:
To stop a user using a particular function, make sure that user is selected on the left-hand side of the User Access window.


MYOB restricting user access


Click in the column titled "Not Allowed" against the functions you want to bar.

HINT: Clicking a function heading selects all of the functions under that heading.


In the example above, I have restrict access to all of the banking functions for the user CHRISTIE.

Click on the OK button when you are done and that's all there is to it.




1 comments:

Anonymous said...

...please where can I buy a unicorn?

The comments provided in this blog are general in nature and not intended to be specific advice. Each situation is different. You should discuss your circumstances with Alan (or another tax agent) to obtain individual advice before acting on any information.