Restricting Employee Settings MYOB AE - Adding Contacs / Clients

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Contributing Cover User Katheryn123
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Restricting Employee Settings MYOB AE - Adding Contacs / Clients

Hi,

 

Can we restrict employee settings (within the employee group) on who can & cant add a new client within MYOB Accountants Enterprise?

 

We would like to limit to a small number of staff within the office.

 

Thanks

Kat.

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MYOB Moderator MattN
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Re: Restricting Employee Settings MYOB AE - Adding Contacs / Clients

Hi @Katheryn123.

 

thanks for your post.

 

Please refer to the following Knowledge Base article that contains information about setting up and using Task Security.

 

KB 27725  -How do I alter and add security permissions?

 


cheers,

Matt
Practice Solutions Product Specialist
MYOB Australia Pty Ltd
Trusted Partner JamesD
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Re: Restricting Employee Settings MYOB AE - Adding Contacs / Clients

Many moons ago I had to alter this too and found that I was looking in the incorrect task permissions area for where to change the Add new client setting - MYOB support were very helpful at the time.

 

Make sure you are looking under the 'Central' database and not the 'Practice Manager' database is my suggestion

 

You would also need to have different client groups set up so depedning on your current configuration, your questions may have a simple tick the box fix or could be more complicated

Contributing Cover User Katheryn123
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Katheryn123
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Re: Restricting Employee Settings MYOB AE - Adding Contacs / Clients

Thanks James.

 

 

That saved me going around in circles for another hour or two.

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