User access

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User access

Hi - our sales team have restricted access to our Accountright programme.  They currently have access to our card file and partial access to the sales section.  I am wanting to give them access to the To Do list for the cards section only.  Any ideas on how I can do this?  Thanks in advance

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MYOB Moderator
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MYOB Moderator
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MYOB Moderator

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Re: User access

Hi @Sarah_B 

 

Provided the user does have access to the Sales and customer cards for their user role if you enabled the To Do List option (see below screenshot) they will have access to the To Do List functionality:

 

Attachment.PNG

 

For example, if the user does have access to the very basic sales, customer card and To Do list they would have the following tabs available to them in the To Do List: 

Attachment2.PNG

 

Note: if they have access to Sales they would also have access to the Sales tabs in the To Do Lists, there is no way to remove those tabs but still grant the user sales access.

More information in user roles and customising them please see Help Article: Set up roles

Kind regards,
Steven

MYOB Community Support

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Experienced User
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Re: User access

Hi Steven, thanks for that info, worked perfectly.

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