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How to Restrict a User’s Access to a Specific Office
Where a user only requires access to clients associated with a specific Office, a dynamic filter can be added to restrict the clients that user can see. Within Admin Centre > Users select the user you would like to restrict. From the left hand menu select Client Restriction. Click the...
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20 Feb, 2024
Views: 72
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Setting up an Office 365 or Outlook mailbox in Communications Centre
Setting up an Office 365 or Outlook mailbox in Communications Centre Please Note: The Outlook (legacy) and Office 365 (legacy) options are expected to stop working within TaxCalc as Microsoft plan to decommission some of their older APIs from 31 March 2024. For any Microsoft email account types...
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27 Mar, 2024
Views: 21
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Communications Centre – Authorising a Microsoft Account using OAuth
See KB3380 - Setting up a Microsoft mailbox in Communications Centre. This article covers the Microsoft authorisation journey and steps that may need to be taken by system administrators. When the authorisation journey starts, the Microsoft website should load within a TaxCalc window. ...
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27 Mar, 2024
Views: 10
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