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

Trusted Partner

55Posts

59Kudos

2Solutions

55 Posts
Trusted Partner
Australia
New
New

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"

16 Comments
Davidv
Trusted Partner
55 Posts
Trusted Partner

MYOB 

 

Any update on this feature ??

Betterbooks
3 Posts
User

PLEASE!!!!!!!!!!!!!

leisa123
3 Posts
User

This is a must have feature for staff with business credit cards that you do not want to access any MYOB data.

AnnetteA
1 Post
User

Hs there been an update to this question as yet?

DavidVine
1 Post
User

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
Trusted Partner
55 Posts
Trusted Partner

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.