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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
"MYOB Capture App - for employees that are not currently set up as MYOB users"
To create an MYOB Capture only user complete the following process:
Any update on this feature ??
This is a must have feature for staff with business credit cards that you do not want to access any MYOB data.
Hs there been an update to this question as yet?
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.
The solution to this is:
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