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"

Banking
Cash Out
Purchases
Setup

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  • DavidVine's avatar
    DavidVine
    User
    2 years ago

    so the solution to this is:

     

    Go to Setup>User Access

    Next Select "Manage roles"

    Right Click on "Purchases" and select Duplicate Role.  A copy of Purchases appears at the bottom of the list.

    Highlight the words "copy of purchases" and rename it.  I used "Capture App User"

    Once created click on the new role to edit access.

    Delete the dashes beside all areas except "Banking" and "Purchases" Once all others are blank, go to "Banking" and untick everything except "In tray".  Repeat  for "Purchases".  So now check that only the " In tray" ticked in any of the sections.  Once done hit save.

    Invite users as normal for staff who may have documents to upload. 

     

     

  • Davidv's avatar
    Davidv
    Trusted Partner
    2 years ago

    The solution to this is:

     

    Go to Setup>User Access

    Next Select "Manage roles"

    Right Click on "Purchases" and select Duplicate Role.  A copy of Purchases appears at the bottom of the list.

    Highlight the words "copy of purchases" and rename it.  I used "Capture App User"

    Once created click on the new role to edit access.

    Delete the dashes beside all areas except "Banking" and "Purchases" Once all others are blank, go to "Banking" and untick everything except "In tray".  Repeat  for "Purchases".  So now check that only the " In tray" ticked in any of the sections.  Once done hit save.

    Invite users as normal for staff who may have documents to upload. 

  • Steven_M's avatar
    Steven_M
    Former Staff
    2 years ago
    Status changed:
    New
    to
    Done

    Hi Everyone


    To create an MYOB Capture only user complete the following process:

    1. Navigate to Setup>>User Access
    2. Select Manage Roles
    3. Highlight an existing role or duplicate a current one (right-click on the role name and select Duplicate role)
    4. Untick all aspects of the product
    5. Tick the Banking>>In Tray and ensure that Purchases>>In Tray is ticked
    6. Select Save
    7. Assign the relevant role to the employee(s)