employee entering orders only and not able to see invoices

ferg1
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employee entering orders only and not able to see invoices

I like to have employees enter jobs as orders on site, and not be able access or see invoices. Is this possible.

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Steven_M
MYOB Moderator
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MYOB Moderator
New Zealand
MYOB Moderator

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Re: employee entering orders only and not able to see invoices

Hi @ferg1 

 

AccountRight's user access works on the principle that if the user has access to a window they would be able to see and have access to all functions for that window. As such, you would be able to restrict the user to the Enter Sales window, however, they would be able to record all sales layout i.e. quotes, orders, and invoices. There would be no way to limit them to use orders.

 

Should you wish to grant them access to just the Enter Sales window, I would make sure that you have enabled the following options as a bare minimum for their user role in Setup>>User Access>>Manage Roles:

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Our Help Article: Set up roles has more information about setting up roles.

Kind regards,
Steven

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