Forum Discussion

Experienced User

1 year ago

User Role to access only job reports in accounts tab

We have an employee who has sales & purchases user roles in Accountright but we also would like them to have access to only the Job reports in the Accounts Tab in the reporting section. I'm not sure...

Desktop

Isaiah_C

MYOB Moderator

2 months ago

Hi Maria6062,

I get what you're after. You want your user to be able to run the Job Activity Report without giving them access to all the payroll info. Good news: giving access to Accounts Reporting won't automatically open up payroll details unless the payroll sections are ticked in Manage Roles, so you're sweet there. And yep, you can customise reports. To show just what you need, here's a link with info about customising reports: Customising reports.

Regards,

Sai

Maria6062

Contributing Cover User

2 months ago

Good morning Sai

Thank you so much for your reply. The Customising reports is wonderful and I have shared it with our team who will find this feature very useful.

In regard to the Accounts Reporting, this does not appear on Setup, User Access, Company file roles. We are running MYOB AccountsRight. We basically need to be able to run a report filtering on the Job Code for purchase information.

Kind regards.

Maria

Doreen_P
MYOB Moderator
2 months ago
Hey Maria6062,

Love that the customising reports info hit the spot and that you have already shared it with the team. In AccountRight, to keep payroll reports out of reach while still letting them run those Job Code purchase reports, you can do this:

Go to Setup > User Access

Open the User Access window and click Manage Roles

Select the role

Click Reports for that role

In the report groups, untick Payroll so they can't access payroll reports

You can also check this link about managing users.

Cheers,

Doreen
- Maria6062
  Contributing Cover User
  2 months ago
  Thank you Doreen_P
  I have done what you advised above and tested. When clicking on our Wages and Salaries Account Code you can still see what a person received in Wages and Salaries however, you cannot drill down into payroll. Are we able to restrict access to payroll Account Codes?
  
  Your assistance is much appreciated.
  
  Thank you again.
  - Genreve_S
    MYOB Moderator
    2 months ago
    Hi Maria6062,
    
    That certainly sounds like a roadblock. In AccountRight, you can remove access to Payroll reports and payroll windows, but you can’t hide specific general ledger accounts (like Wages and Salaries) from someone who still has access to the Accounts area and financial reports.
    
    So for that role:
    
    They’ll still see the balance in the Wages and Salaries account, and in reports like the profit & loss.
    
    They just can’t drill into the payroll transaction detail, which is the current limit of what we can lock down.
    
    If you truly don’t want them to see total wages at all, the only option in AccountRight is to remove or reduce their access to Accounts/financial reports altogether, and instead provide them only with the specific job or operational reports they need (run by someone with higher access).
    
    For reference on what can be controlled by role and report group, these might help:
    
    Set up user access (AccountRight): https://help.myob.com/wiki/display/ar/Set+up+user+access
    
    Setting up and creating roles: https://help.myob.com/wiki/display/ar/Set+up+roles
    
    Regards,
    
    Genreve