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DGBG's avatar
DGBG
Member
4 years ago
Solved

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...
Syed1's avatar
Syed1
MYOB Staff
4 years ago

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

 

Regards,

Syed

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