AE Security Levels

[DGBG]

Hi,

We are currently upgrading to AE Live.

We need to change our security as well so that our team can only see the clients they have access to and not all of our clients.

Do we use client Manager / Assignments?

We can't get any information on definitions on what these are and how to ensure the clients only visiable to the allocated person?

Hoping this makes sense?

Thanks

[Syed1]

Hi @DGBG 

You can check this Knowledge Base article on applying Team security.

This can be applied to clients and contacts.

http://help.myob.com/wiki/x/1C6EAQ

Please Contact Support for more information.

Regards,

Syed

Customer Support Representative