Job Manager permissions

Accountants Enterprise only

Permissions apply for Job Manager tasks within Accountants Framework and Practice Manager.

Permissions

Product

Group Description

Task Permission

Description

AF

Maintenance

[Maintenance] [Assignment] [Job Mode]

Allows access and editing of the configuration setup in the Job Mode window.

AF

Other

#Homepage #Job Sheet Write Access

Those who do not have write access will not be able to make changes on the Job Manager – Job Sheet. This includes editing dates, formulas, status and comments.
You can only make the following changes to individual fields:

  • Filtering using the right-click option.

  • Hyperlinks.

  • Show field chooser and drag-and-drop in other fields.

  • Export to Excel.

AF

Other

#Homepage #Job Sheet

Bulk Write Access

  • Can use Job Manager Roll Over.

  • Can use Assign Employee for All Jobs.

  • Can use Set Target Date for All Jobs.

  • Can use Default Due Dates.

AF

Client

#Client # Add New Assignment

Allows you to add an ad-hoc assignment from the Add New Assignment wizard.

AF

Client

#Client # Add Assignment from Template

Allows you to add a new assignment from the assignment template.
If this permission is not activated, users cannot create an assignment.

AF

Client

#Client #Edit Job

Allows you to click the Job hyperlink from both the Job Manager – Job Sheet and the Assignment tab and edit the job details.

AF

Client

# Client # Remove Job

Allows you to delete a job using the Remove Job right-click option on the Client page > Assignments tab.

AE

Client

# Client # Create Timesheet

Allows you to create a timesheet using the right-click option on the Client page > Assignments tab

AF

Client

# Client # Add Job

Allows you to add a Job to an assignment from the Client page > Assignments tab using the right-click Add Job option.

AF

Client

AE Reporting — Job Management — Job Management

Allows you to access/view this reporting area.

AF = Accountants Framework; AE = MYOB AE