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Tam_459's avatar
Tam_459
Cover User
14 hours ago

MYOB Assist - What can "Field" user access

Like many others our business used to use capture as a way that employees could send in receipts with a quick note to let me know what job it was for/other details. I tried today to add one of those employees as a Field user in order for them to be able to capture the receipts as before, however it appears that even though they have no other access they can still create invoices, view overdue invoices etc. This is not something I need general employees to have access to! Have I done something wrong or is this the access that is given? If so, that is very disappointing and unacceptable. 

1 Reply

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    45 minutes ago

    Hi Tam_459, 

     

    Thanks for sharing what you are trying to achieve. I understand your employees only need to capture receipts.

     

    The Field role in MYOB Assist also includes quotes and invoices, so it isn’t a capture-only role.

     

    For receipt-only access, use the lower-access role instead: Contacts for MYOB Business, or Cards for AccountRight.

     

    For more information, see Set up roles and Getting started with MYOB Assist.

     

    Regards,
    Genreve

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