1) Have added a new User for Online Business Pro access. Ticked only Sales, Purchase and Banking. Before handng over the login keys to the new employee, I checked the login using the new credentials and find that they have access to Payroll and everything else. All existing users are owners or Accountant with full access. So could not copy. Do not want to give Payroll access to the new bookkeeper. There are other issues and details but the above is urgent. Mentioning one more issue:2) When an employee leaves they use the generic business email. In another Business Pro, we deactivated and existing employee and copied to a new employee name. It will not accept the same email.

Hi Jay1996, Thanks for your post. My apologies for the late response. I cannot imagine how alarming it is to have the user access everything on the file, even if they should not have. I appreciate your patience and for reaching out. I understand you're experiencing two issues with MYOB Business Pro. Let's address them one by one: For the issue of the new user having access to payroll and other areas despite only sales, purchases, and banking being selected, it seems like a permissions issue. The user and role records in the company file are used for permission checking. If the new user is still having access to areas they shouldn't, it might be worth checking if their user record has been correctly set up in the company file. We recommend checking out this helpful article on setting up user access, which has detailed information and steps to assist you with the correct user setup. Regarding the issue of not being able to use the same email for a new employee after deactivating an existing one, it seems like the system might not allow the reuse of an email address that's already been registered. We recommend using a new email for this, as the system does not allow you to use the same one. Please let me know if you need further assistance with these issues. Kind regards,Shella

Thanks Shella,Can you please include the link for user notes mentioned in your post? Thanks. Before I posted the comment, I looked online and found that User set up notes were only shown for AR files. We also have AR files for different companies and the User control screens there are something that I am familiar with.When we try to use those notes for the Business Pro files, I cannot even find the screen mentioned in the notes. I believe I have properly set up the new user in Business Pro as far as I can see. So when you send me the link, can you please send the one for Business Pro. Thanks.

Hi Jay1996, Thanks for the response. My apologies for the late reply. I understand you're looking for the user notes mentioned in the previous post and also need guidance on setting up new users in Business Pro. I appreciate you giving attention to that. I'm glad to give that to you. You may check out this help article on editing and deleting users, which will guide you through how you can manage your staff user access level in MYOB Business. If you have any more questions or need further clarification, feel free to ask. Otherwise, if my response has answered your inquiry, please click "Accept as Solution" to help other users find this. Kind regards, Shella

Thanks. Two points.1) This does not help as I tried all this before my first post in the forum. Before giving login details to the new employee, I tried it myself using the new login details and email. It did not work. The person gets full access including payroll even though it was not ticked. Her supervisor also checked it on different browsers/home pc and still same problem, as if the functions we ticked on the user section were completely ignored. We also waited few days thinking it would take time to update. Still gave full access after a wait of two days. 2) I will recheck again after 6th March when I am back from my travels. I will go quiet till 6th March.So I am unable to accept this as a solution yet. Thanks

Hi Jay1996, Thanks for your response. My apologies for the late reply. I just wanted to follow up on whether you still require assistance when editing and deleting users. If yes, please don’t hesitate to reply, as we’re always delighted to assist you further. Kind regards, Shella

Assigned User Roles in MYOB Business Pro Not working

13 Replies

Jay1996
Experienced Cover User
1 year ago
Thanks Stella,
I sent you a private message with all the details and screen shots. Will await a resolution.

Just to add. We have two serial numbers migrated from AR to Business Pro. In the one for which I have contacted you, when we added a new user, after migration, exactly as per instructions, it does not work...payroll is also shown when not ticked.
However, for the other file, also migrated from AR to Business Pro, a user set up with similar priveleges, seems to work and in this case it was set up before migration.

So it may have something to do with the migration process or something more complicated?

Thanks
Shella_A
MYOB Moderator
1 year ago
Hi Jay1996,

Thanks for the response and for providing the details needed.

My apologies for the late reply. We recommend removing the user first to remove access and reinviting them again. This will refresh the access you will give to the user once they have accepted the invitation again. You may refer to this helpful article, edit, and delete users for more detailed information and instructions.

Do let me know if you still need further help.

Kind regards,

Shella
Jay1996
Experienced Cover User
1 year ago
Hi Shella,
Unable to delete user. We were simply testing the access level of the user in question, before giving the user access to the file. No MYOB entries were made.
While trying to delete user, it does not allow stating audit trail exists.

Why this does not work for us.
1) These tips that you are giving are something we were already aware of.

2) Making user inactive does not work as we do not have any other email (expensive for us to set up new one) to offer and it won't let us create new user with same email. We are a small business and cannot switch the email without assurance it will work.

3) From your replies there is no guarantee the solution proposed will work (as we just doing the same thing again), UNLESS YOU HAVE CHECKED THE FILE REFERENCE SENT TO YOU THROUGH PRIVATE MESSAGE AND HAVE DONE SOME IMPROVEMENTS/CHECKED THE FILE, WE SEE NO POINT IN SETTING UP ANOTHER EMAIL TO GO THROUGH THIS CYCLE WHICH TOOK MORE THAN 4 WEEKS ALREADY.

Can you please reply to specific query: HAVE YOU GOT THE PRIVATE MSG AND CHECKED THE FILE, before we try again.
What has changed to give us confidence that it will work this time.
Thanks

Forum Discussion

Assigned User Roles in MYOB Business Pro Not working

13 Replies

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