DebraAnderson's avatar
DebraAnderson
Experienced Partner
11 years ago
Status:
Open

Bank Feeds: Allow AccountRight Live Administrator users access to apply for bank feeds

I can't stress enough how important it is that as a client advisor we need to be able to setup our client's bank feeds.  It is ridiculously time consuming and painful that we have to get the client's...
Banking
TonyLane's avatar
TonyLane
Ultimate Cover User
11 years ago

It has been my experience that automatic 'Administrator' access is given if the client is listed in the 'My Linked Clients' list of your my.myob login; refer attached image.

I would like this functionality to continue so this 'New Idea' does not get my vote.

My Linked Clients.jpg