Forum Discussion

DianeBBB's avatar
DianeBBB
Contributing User
10 months ago

Company file to accoutant

Hi,

I have AccountRight Premier and have 2 company files.

I only want to give the accountant access to 1 company file without access to the other file.

Does inviting my accountant to my online file as adviser without the administrator option achieve this?

Thank you

  • Hi Genreve,

    Thank you for replying to my question.

  • Hi DianeBBB

     

    Thank you for bringing your concern to the forum.

     

    I understand your need to ensure that only the specific data file is accessed by your accountant. Generally, each file access invitation is unique to each file. This means that when you invite an accountant to a file, they won't automatically gain access to all your files. I would also advise against inviting other users as online admins unless they are involved in approving bank feed applications or Single Touch Payroll (STP) management tasks.

     

    If you need further clarification or assistance, please don't hesitate to reach out.

     

    If my response has answered your inquiry, please click "Accept as Solution" to assist other users find this information.

     

    Thanks,
    Genreve

    • DianeBBB's avatar
      DianeBBB
      Contributing User

      Hi Genreve,

      Thank you for replying to my question.

      • Genreve_S's avatar
        Genreve_S
        MYOB Moderator

        Hi DianeBBB

         

        I'm glad I was able to help. 

         

        Feel free to interact or create new posts in the forum if you need any other assistance.

         

        Thanks,
        Genreve