Forum Discussion

DGBG's avatar
4 years ago

AE Security Levels

Hi,

We are currently upgrading to AE Live.

We need to change our security as well so that our team can only see the clients they have access to and not all of our clients.

Do we use client Manager / Assignments?

We can't get any information on definitions on what these are and how to ensure the clients only visiable to the allocated person?

Hoping this makes sense?

Thanks

1 Reply

Replies have been turned off for this discussion
  • Hi DGBG 

     

    You can check this Knowledge Base article on applying Team security.

    This can be applied to clients and contacts.

     

    http://help.myob.com/wiki/x/1C6EAQ

     

    Please Contact Support for more information.

     

    Regards,

    Syed

    Customer Support Representative

FAQs

Hello everyone!  We've collated a list of frequently asked questions users have posted on the Forum for your convenience. Check them out below! GENERAL What do I need to do before starting a ne...

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.