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Setting up permissions to add, edit or delete addresses

This support note applies to:

  • AO Tax (NZ)

  • AO Practice Manager (NZ)

  • AO Practice Manager (AU)

  • AO Tax (AU)

  • AE Practice Manager (NZ)

  • AE Practice Manager (AU)

  • AE Tax Series 6 & 8 (AU)

  • AE Tax (AU)

Article ID: 37262

In MYOB Accountants Enterprise (AE) or Accountants Office (AO) you can set permissions based on Employee Security Groups to determine if the group is able to add, delete or modify an address.

The following task permissions are available to customise for each of the employee security groups:

  • #Address #Can Add

  • #Address #Can Delete

  • #Address #Can Modify

Follow the procedure below to update your Task Permissions.

To update the Task Permissions for Addresses

  1. From within AE or AO, follow the menu path: Maintenance > Maintenance Map > Security > Task Permissions.

  2. From the Product drop-down menu select Central.

  3. From the Group drop-down menu select the Employee Security Group you wish to update.

  4. In the Group Description column, click the plus icon next to Other to expand the list of Other permissions.
    OtherTP.png

  5. Tick to allow, or untick to disallow employees in the selected group permission to perform the following tasks:

    Task

    Description

    #Address #Can Add

    Add addresses to clients

    #Address #Can Delete

    Delete addresses from clients

    #Address #Can Modify

    Edit client addresses

  6. Click OK to save and close the window. For the changes to take effect, users will need to close out of AE/AO and log back in.