How do I turn off the self-assessment functionality in OpenBooks?
Article ID
ias-11515
Article Name
How do I turn off the self-assessment functionality in OpenBooks?
Created Date
3rd December 2013
Product
Problem
How do I turn off the self-assessment functionality for my IRIS OpenBooks clients?
Resolution
Users are required to set their clients access level to 6 or below. This will then hide all tax screens in IRIS OpenBooks.
Select – Edit Client details|set the owner access slider to the ‘Banking’ option or lower
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