Davidv's avatar
Davidv
Trusted Partner
5 years ago
Status:
Done

MYOB Capture (app): User access role to this sole function

Our clients have multiple employees that work off site and they want to utilize the Capture App

 

None of these employees have access to the MYOB programs the employer uses (ie they are not set up as a User in the program).

 

I understand we will need to set each employee up as a User to be able to utilize the Capture App

 

What User settings are recommended for these users? - Would it be easier for MYOB to create a "Role" for Capture App users only

 

Any thoughts?

 

"MYOB Capture App - for employees that are not currently set up as MYOB users"

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  • DSB's avatar
    DSB
    Partner
    5 years ago

    The user role of "Capture App only" would be very useful.  

  • DSB's avatar
    DSB
    Partner
    5 years ago

    Couldn't agree more with Davidv. This is exactly what I would like to do for a few clients.

  • busylady's avatar
    busylady
    User
    5 years ago

    Hi,

    it would be great to be able to give access to employees with corporate cards access to capture but no access to MYOB AR. That way they could submit thier receipts but you wouldnt have the worry of them accessing MYOB data.

    • IsaLisa's avatar
      IsaLisa
      Cover User
      5 years ago

      Has MYOB addressed this yet? This would be the most useful feature of Capture. Beats chasing up receipts from multiple staff

    • LisaBlack2607's avatar
      LisaBlack2607
      Partner
      5 years ago

      Hi Leah18

       

      no response yet :( but I know there are other people who want the same thing.

    • Leah18's avatar
      Leah18
      Contributing Cover User
      5 years ago

      Hello, did you get a response to this as I have the same issue?

  • Haydes's avatar
    Haydes
    MYOB Product Team
    5 years ago

    Hi Davidv 

     

    I help work on the app and can give you some insight to this.

     

    The App uses the Email Address to find the right files and creates a link to them through the app. It doesn't lookup anything else and, at the moment, can ONLY send documents through to the In Tray of the file it logs into. So it doesn't use the "second login" of ARL.

     

    There are considerations to change this to make it more accessible to link to an In Tray without a login, rather like the Unique In Tray Email Address that you can create and give to people to send docs to your In Tray without actually giving them a login. We're still talking through the logistics of this though and have no concrete plans to know if/when this'll be delivered.

     

    In the situation where there are offsite/remote workers that the business would like to use the app, but given no actual access to AccountRight; currently the recommendation is to create a login for them that's connected to the file but no actual usable access in AccountRight. (You can use my.MYOB to send an invite without creating a User ID in ARL so if they try and use the Email & Password to log in, they won't get through the second login but can still use the app to send docs through).

     

    I hope this helps answer what it can currently do. Let me know if you have any extra questions on this!

     

    (Note: I use AccountRight as an example as you posted in the AccountRight Ideas Exchange)