Legrand CRM enables you to remove the link between a Legrand CRM record and a MYOB AccountRight record. Simply select the Legrand record from the company list and navigate to the ‘Accounting’ tab. Click on the icon shown then select ‘Clear Link to MYOB AccountRight’.
Alternatively, if you decide to change or remove the entire accounting link, go to the administration panel in Legrand CRM. Click ‘Accounting > Configure MYOB AccountRight Link’ then select a different accounting system or ‘None’ then click ‘SAVE’.
Note: Access to accounting information in Legrand CRM is subject to user permissions. Instead of removing the accounting integration, you can hide the ‘Accounting’ tab for selected users who may not need access the information. To change permissions for selected users, go to the administration panel in Legrand CRM. Click on ‘Users > Manage Roles’. In the ‘Manage Roles’ window, click on ‘Change Role Permissions’. Under the ‘Permission Category’ list, click on ‘Accounting Link’ then use the check boxes to change what accounting information the user can access.
View our detailed guide in Administration from our knowledge base to find out more on how to manage user roles and permissions.