- Created by MichelleQ, last modified by MathangiS on May 23, 2023
https://help.myob.com/wiki/x/gUvnAQ
How satisfied are you with our online help?*
Just these help pages, not phone support or the product itself
Why did you give this rating?
Anything else you want to tell us about the help?
There may be clients in your database whose details you wish to keep confidential and give access to only certain staff in your practice.
As an MYOB Practice Administrator, you can restrict other staff from seeing certain clients in MYOB Practice.
Add or remove client restrictions
The way you restrict user access to clients depends on which software you use.
MYOB Practice Administrators can access all clients.
If you use MYOB Practice and | Set up restrictions: |
---|---|
Not an MYOB AE user | Set up in MYOB Practice (see below for instructions). |
an MYOB AE user | Make sure Contacts Migration is activated. If your practice has multiple AE/AO databases, the client restrictions apply in the database that the client's been added to in your practice. |
an MYOB AO (NZ) user | Make sure Contacts Migration is activated. |
Choose which client you want to make a restricted client, and then choose which users you want to be able to access the restricted clients.
- Log in to MYOB Practice as an Administrator.
- Click All clients on the client sidebar, and click Contacts in the top menu.
- In the list, find the client you want to restrict access to, and click anywhere in their row except for on their name link. The detailed view panel appears on the right of the page.
Click the ellipsis in the detailed view panel and click Manage access.
You can also access these options from the client workspace. Click
in the Details pane.
- Choose who should have access to the client’s details:
- All staff: No restrictions will be applied. All staff in the practice who are MYOB Practice users will be able to view the client’s details.
- Specific staff: All administrators plus any users you add in the Manage access window will have exclusive access to the client’s details.
- To give a non-administrator access to the client, click Add Staff.
You can search for a staff member, or select them from the list. Administrators aren’t listed because they can always access all clients, whether restricted or not. - To remove someone’s access, click the x next to their name.
- Click Save.
If a client is currently unrestricted, follow the To add or remove client restrictions procedure above instead.
- Log in to MYOB Practice as an Administrator, click Settings (
) on the left of the page and click Staff.
- From the list of staff members that appears, select a staff member and click Manage access.
- In the Manage access window, add-down list.
The list only includes clients who’ve already been restricted to administrators and specific staff. - To remove this staff member's existing access to a restricted client, click the x next to the client’s name.
- Click Save.
When you add a user, you can also select the restricted clients they should have access to.
What happens when a client is restricted?
MYOB Practice Administrators can access all clients.
An MYOB Practice user (who's not an Administrator) can be restricted from viewing certain clients and other features that are related to that client.
Here's a summary of how different activities in MYOB Practice are restricted for users who don't have access to a restricted client.
If a user is restricted from accessing a client, they... | |
---|---|
Advisory |
|
Documents |
|
Personal information |
|
Portal |
|
Tasks |
|
Compliance |
|
Transaction processing |
|
More role restriction options
- Australia—Roles and permissions
- New Zealand—Roles and permissions
- New Zealand—Access Management
- Australia and New Zealand – Requesting access to a client file