User Roles: Configuration Prerequisites

Before starting to create user roles, you must be sure that the system has been configured properly and that all required entities have been created, as described in the following sections.

Configuring the System

Before you create user roles in MYOB Advanced, at minimum, you need to make sure that an instance is activated. That is, the default set of features must be activated on the Enable/Disable Features (CS100000) form. For details, see Preparing an Instance: Activation and Licensing.

We recommend starting to create user roles after the basic company configuration has been performed. In this case, you would be able to verify the access of the configured roles. For details on basic company configuration, see one of the following, depending on the structure of your organization:

• Company Without Branches
• Company with Branches that Do Not Require Balancing
• Company with Branches that Require Balancing.