Restricted User

BecCore

Hello

 

 am wanting to give access to a staff member, who can search and send invoices to clients, however I don't want them to be able to see anything else in my account. Is this possible?

 

Thank you 

Bec

Isaiah_C

Hi @BecCore,

 

Yes, you can set up restricted access for staff members by assigning specific roles. To achieve what you're after, you'll want to assign them a 'Sales' role, which allows access primarily to invoicing functions without giving them visibility into other areas, like financial reports or bank accounts.

 

For detailed instructions, you can refer to this link: Inviting a user to your MYOB business.

 

Regards,

Sai