4 years ago
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...
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
Please Contact Support for more information.
Regards,
Syed
Customer Support Representative
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