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MYOB Assist app: Now with field access for employees

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Mike_MYOB
Community Manager
7 days ago

MYOB Assist app: Now with field access for employees

Field role unlocks safe MYOB Assist access for your clients' employees, so you get richer, more complete data to work with. It lets a business extend the app to frontline, field, and operational staff to quote, invoice and capture receipts on the go. All without gaining access to financial reports, sensitive business data, or browser and desktop features.

More of the cashflow picture, sooner

As more of your clients' staff quote, invoice and capture receipts in Assist, that data syncs with the ledger as it happens - so you're advising off current, enriched data.

Take the guesswork out of user access

The Field role comes with the right app-only access already built-in, so you know exactly what staff can and can’t see in your client files

Setting up field access
  • MYOB Business: Select Settings > Click Users and permissions > Select Create user or an existing user from the user list > select Field
  • MYOB AccountRight: In Setup > Click User Access > Select New User or an existing user from the Company file users list > select Field

Watch the video - Assigning the Field role 



MYOB Assist is included for free with MYOB subscriptions in Australia (MYOB Business Lite, Pro, AccountRight Plus, and AccountRight Premier).
Everything syncs with the browser for effortless, real-time bookkeeping.

Updated 7 days ago
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