Forum Discussion

mqcrystal's avatar
mqcrystal
Contributing User
2 years ago

pay super user setting

Hi Team,

 

We are having MYOB Business pro and going to set up Pay super users and new Banking access MYOB users. We are having a secretary who needs to be the pay super authoriser but should not be granted MYOB access other than banking information. He has not been assigned as the user of the MYOB yet.

 

Our questions are:

 

1. If we invite and assign him as the MYOB Banking access user, with roles and permissions to banking access only, will he be able to be added as Pay super authoriser?

2. For the MYOB Banking access user, will he be able to view and edit the entries other than the banking section?

 

Thanks.

 

Kind regards,

Crystal

7 Replies

  • Shella_A's avatar
    Shella_A
    MYOB Moderator
    2 years ago

    Hi mqcrystal,

     

    Thank you for your post. MYOB Banking access users are primarily focused on banking-related tasks. Banking users are able to see all bank feeds, including payroll transactions.However, the specific permissions and roles might vary depending on the settings configured by the business.

     

    On the other hand, a user can't be added as a Pay Super Authoriser if they aren't invited as a File Administrator. I recommend checking out these helpful articles about how to manage user access and adding a Pay Super Authoriser for more detailed information and instructions.

     

    Should you require additional assistance, don't hesitate to respond. We also encourage you to connect with our virtual assistant, MOCA, through this link: myob.com/support, for prompt support.

     

    Otherwise, if my response has answered your inquiry, please click "Accept as Solution" to help other users find this.

     

     

    Kind regards,

    Shella

  • mqcrystal's avatar
    mqcrystal
    Contributing User
    2 years ago

    Hi Shella

     
    Thanks for your reply.
     
    Could I ask who can be the pay super creator? Can MYOB Banking access user be the pay super creator?
     
    Also, is any user level we can set under business pro be the read only user who only can view the accounts but not be able to edit?
     
    Kind regards,
     
    Crystal

    Shella_A wrote:

    Hi mqcrystal,

     

    Thank you for your post. MYOB Banking access users are primarily focused on banking-related tasks. Banking users are able to see all bank feeds, including payroll transactions.However, the specific permissions and roles might vary depending on the settings configured by the business.

     

    On the other hand, a user can't be added as a Pay Super Authoriser if they aren't invited as a File Administrator. I recommend checking out these helpful articles about how to manage user access and adding a Pay Super Authoriser for more detailed information and instructions.

     

    Should you require additional assistance, don't hesitate to respond. We also encourage you to connect with our virtual assistant, MOCA, through this link: myob.com/support, for prompt support.

     

    Otherwise, if my response has answered your inquiry, please click "Accept as Solution" to help other users find this.

     

     

    Kind regards,

    Shella


  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    2 years ago

    Hi mqcrystal,

     

    Thank you for the response. The pay super creator should be the business owner. Set up Pay Super (myob.com) has detailed information to assist you with this.

     

    In regard to setting up a user as a read only user, that feature is not yet available in MYOB Business.

     

    If my response has answered your enquiry, please click "Accept as Solution" to assist other users in finding this information.

     

    Our virtual assistant, MOCA, is readily available on numerous support platforms including myob.com/support and myaccount.myob.com. Feel free to utilize MOCA for inquiries and assistance. In the event that MOCA can't provide the help you need; you'll be seamlessly transferred to our live chat team.

     

    Kind regards,

    Sai

  • mqcrystal's avatar
    mqcrystal
    Contributing User
    2 years ago

    Hi Sai,

     

    Thanks for your reply.

     

    But the link you provided for set up pay super didnt have content regarding who can be the PAY SUPER creator. I can see it says the owner need to be the person who sign up the PAY SUPER but I can't find who can be the PAY SUPER creator for the transactions. 

     

    For my read only user question, if Business pro has no this function, will the AccountRight version has read only user available?

     

    Add another question, if we decide to deactive the MYOB PAY SUPER function, what we should to do?

     

    Thanks.

     

    Kind regards,

     

    Crystal

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    2 years ago

    Hi mqcrystal,

    Thanks for your response.

    For your first question, only the owner and administrator of the file can create PAY SUPER transactions.

    Regarding your second question, yes, you can set up a read-only user in AccountRight. To do this, follow these steps:

    1. Go to Setup > User Access.
    2. Select the user's ID from the list on the left-hand side.
    3. Tick the "Read Only" option on the right-hand side.

    If the "Read Only" option is greyed out, it means that you cannot make a user with an Administrator role read-only. In such cases, follow these additional steps:

    1. Untick the "Administrator" role.
    2. Select another user role (e.g., Accountant/Bookkeeper).
    3. Click "Save."

    After making these changes, you should be able to set that user as read-only.

    Additionally, if you wish to deactivate Pay Super, we can assist with arranging that for you.


    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

    Regards,
    Earl

  • mqcrystal's avatar
    mqcrystal
    Contributing User
    2 years ago

    Hi

    thanks for your reply.

     

    just need to confirm for the read only question, I have got two different answer from two post. One is saying business pro can set up read only users. But this post previous answer was saying business pro cannot set up read only user?

     

    please confirm. Thx


    Earl_HD wrote:

    Hi mqcrystal,

    Thanks for your response.

    For your first question, only the owner and administrator of the file can create PAY SUPER transactions.

    Regarding your second question, yes, you can set up a read-only user in AccountRight. To do this, follow these steps:

    1. Go to Setup > User Access.
    2. Select the user's ID from the list on the left-hand side.
    3. Tick the "Read Only" option on the right-hand side.

    If the "Read Only" option is greyed out, it means that you cannot make a user with an Administrator role read-only. In such cases, follow these additional steps:

    1. Untick the "Administrator" role.
    2. Select another user role (e.g., Accountant/Bookkeeper).
    3. Click "Save."

    After making these changes, you should be able to set that user as read-only.

    Additionally, if you wish to deactivate Pay Super, we can assist with arranging that for you.


    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

    Regards,
    Earl


     

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    2 years ago

    Hi mqcrystal,

     

    Thank you for the response, and sorry for the confusion. This read only can only be set up in AccountRight. Please check Set up roles (myob.com) for more information. 

     

     

     If my response has answered your enquiry, please click "Accept as Solution" to assist other users in finding this information.

     

    If you have any additional concerns, please feel free to post again.

     

    Kind regards,

    Sai