Forum Discussion

JANELLE's avatar
JANELLE
Experienced Cover User
9 months ago

EMPLOYEE ACCESS

Hoping you can assist. We have 2 offices located some 8km apart. One is Amin and the other is Manufacturing.

Admin has the role of entering inventory ie: raising PO's for raw materials, receiving raw materials into store, the changing the order to an invoice ready for payment. Also on the Inventory side as we are manufacturers we are required to enter in product amounts used.

We are looking at taking some of the functions away from administration ie: receiving of raw materials into store and entering in product amounts used (eg a recipe/What we call a production sheet).

Are you able to in MYOB at Location B (Manufacturing Site) only allow them access  to inventory and purchases Tab as Production site does not need to have anything to do with Sales.

 

Could you please advise on this.

 

Regards

Janelle

 

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    9 months ago

    Hi Janelle,

    Thanks for your post. In AccountRight, you can establish employee access and customize their permissions according to their roles and tasks, including limiting access to specific tabs and functions within the software. To do this, ensure each employee has their own MYOB login credentials, created and managed under the "Setup" menu. Customize user permissions by navigating to "User Access" within the same menu, where you can enable or disable access to areas like Inventory, Purchases, and Sales based on individual roles. For Location B (Manufacturing Site), tailor user access to permit only Inventory and Purchases tabs while restricting Sales-related functions. After setting up permissions, conduct testing to validate that employees at Location B can access only the intended tabs. Regularly review and update user permissions as needed to stay aligned with evolving business needs. Please see this help page for more information: Set up user access

     

    Feel free to post again, we're happy to help!


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

    Regards,
    Earl

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