Forum Discussion

Brody_M's avatar
Brody_M
Experienced User
17 days ago
Solved

Permission app.myob.com

Hey,

 

Wondering which permission setting needs to be changed for me to be able to view invoices and sales orders through the browser app version. 

I can view quotes, but am unable to open invoices or sales orders

browser
  • Doreen_P's avatar
    Doreen_P
    13 days ago

    Hi Brody_M,

     

    That’s a bit weird if you can see everything in desktop but the browser version is acting shy. Best move is to reach out to our support team so they can dig into your user setup behind the scenes and figure out why Orders/Invoices are showing up on desktop but ghosting you online. You can contact them on Live Chat via our virtual assistant, MOCA, or by submitting a support case via My Account.

     

    Cheers,

    Doreen

4 Replies

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    17 days ago

    Hi Brody_M,

     

    That's a classic permissions hiccup by the sounds of it. If you can see quotes but can't open invoices or sales orders, it usually means your role doesn't quite have full access to the Sales side things yet. You'll want to get someone with admin access to jump into Users page then check your role and make sure Sales is ticked with at least read access or full access if you need to work on them too. Here's a link that can guide you through it as well: Manage users.

     

    Regards,

    Sai

  • Brody_M's avatar
    Brody_M
    Experienced User
    13 days ago

    Hi Isaiah,

    I looked into this further and it seems like a glitch as I have full access to view orders/invoices through the desktop site, but not on the web version? 

     

    I looked through the permissions with the manager and can't see anything that stands out which should be ticked.

     

    I have general sales role permissions. 

     

     

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    13 days ago

    Hi Brody_M,

     

    That’s a bit weird if you can see everything in desktop but the browser version is acting shy. Best move is to reach out to our support team so they can dig into your user setup behind the scenes and figure out why Orders/Invoices are showing up on desktop but ghosting you online. You can contact them on Live Chat via our virtual assistant, MOCA, or by submitting a support case via My Account.

     

    Cheers,

    Doreen

  • Brody_M's avatar
    Brody_M
    Experienced User
    13 days ago

    Thanks Doreen. I will reach out to the support team.

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