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  • Restricting access to a client file




BankLink Practice

In MYOB BankLink Practice there are four ways to restrict access to a client file:

  • Password Protect your file:  Prompts all users for a password when opening the file.
  • Password Protect the Bank Account:  Prompts users for a password when doing any coding or attaching the bank account to any client file.
  • Restrict Users:  Only allows users to access the client files assigned to them.
  • Books Secure Client:  By setting the client file as a Books Secure Client, this will mean that the data download is done from within the file and not from the main system download. 


To password protect a client file
  1. Open the Client File.
  2. Navigate to Other Functions > Client Details.
  3. Enter a Password for the file.
  4. Re-type the password to confirm it.
  5. Click OK to save the changes. The client file is now password protected. 

When any user attempts to open this client file they will be asked for the password.

To password protect a bank account
  1. Navigate to System > Bank Accounts.
  2. From the list of bank accounts, double-click the account to be password protected. The Edit Bank Account window appears.
  3. Enter a Password for the bank account.
  4. Re-type the password to confirm it.
  5. Click OK to save the changes. This password is now saved.

A password will be requested when opening any coding periods, or when attaching or removing the bank account from any client files.

To restrict user access

To give users restricted access in BankLink Practice you first need to assign each user the Restricted user type status. You can then assign what client files you want the users to be able to access. 

  1. Navigate to System > Users.
  2. Select a User and click Edit.
  3. For the User Type, select Restricted.
    You can now assign the files that the user will have access to.
  4. Within the User Details window, click the Files tab.
  5. Click Add. This will allow you to assign client files to this user.
  6. Repeat steps 5 and 6 for all users that you want to have restricted access in BankLink Practice.
To create a Books Secure Client

Setting a client file as a Books Secure Client means that you will do the data download from within the client file (i.e. on a client file basis) and not from your main system download. For information on how to do this, see Setting up a BankLink Books Secure client.