Forum Discussion

plumbers-keeper's avatar
plumbers-keeper
Experienced Cover User
4 months ago
Solved

MYOB Assist App User Access

Hi, I've just put the app on my phone to see if it will work with my software and it appears to do what I have asked.

I want to give access to our employees so that they can send through receipts, particularly fuel receipts but also other invoices that do not get emailed to me.

My question is:

How much can they see of my file? I just want them to be able to upload the receipts, I don't want them to be able to see other purchases or invoicing (which I know I can restrict but not sure how much they can still see) or any real access to the file. Is this possible?

 

And is it a matter of sending them an invite, they create their own user ID for my file and they have their own password and login?

 

Thanks.

2 Replies

  • Hey plumbers-keeper​ 

    Another user has asked a similar question, more information about user permissions can be found on this post! Hope this helps, feel free to reach out if you have any other questions. 

  • PrueMYOB's avatar
    PrueMYOB
    MYOB Moderator
    2 months ago

    Heyplumbers-keeper​! We've made more updates in this area. Now you can let team members upload receipts without full user access. Use the Contacts role to keep reports and sensitive data protected. We know that the Contacts role was really popular within old Capture app, so we’ve rebuilt this capability in Assist. Make sure your app is updated and head to our website for a full overview of the roles and what each can do: Manage users