Forum Discussion

Veronika's avatar
Veronika
Experienced Cover User
12 months ago

Customised User Roles

Hi,   I am wondering if anyone can assist.  I know how to create and update user roles but my client is looking something quite specific.   I need to create a customised user role for sales where...
  • Genreve_S's avatar
    Genreve_S
    12 months ago

    Hi Veronika, 
     

    Thanks for posting your concern in the forum. 

     

    I understand there are use cases for editing what a user can and can't do in the application. There is a deeper customization for the user roles in the application. Unfortunately, these customizations do not extend to what you are trying to achieve. I recommend reading through this article, Set up Roles. This will show you how to customize the user roles. 

     

    Let us know if you require any further assistance with this. 

     

    Thanks,
    Genreve

Genreve_S's avatar
Genreve_S
MYOB Moderator
12 months ago

Hi Veronika, 
 

Thanks for posting your concern in the forum. 

 

I understand there are use cases for editing what a user can and can't do in the application. There is a deeper customization for the user roles in the application. Unfortunately, these customizations do not extend to what you are trying to achieve. I recommend reading through this article, Set up Roles. This will show you how to customize the user roles. 

 

Let us know if you require any further assistance with this. 

 

Thanks,
Genreve

  • Veronika's avatar
    Veronika
    Experienced Cover User
    12 months ago

    Thanks Genreve, I thought that might be the case.

    V

    • Genreve_S's avatar
      Genreve_S
      MYOB Moderator
      12 months ago

      Hi Veronika, 

       

      Thanks for the response. 

       

      I recommend posting this as a suggestion to the Product Ideas board for the development team to see. 

       

      In the meantime, feel free to create a new thread if you require any other assistance. 

       

      Thanks,
      Genreve

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