You can restrict access to clients whose details and jobs you want to keep confidential. Only administrators and the selected staff members will be able to view or edit their details.
Example: Say you want to restrict a few clients to just one or two staff members for privacy purposes. You can select which staff members are allowed to access those clients. Nobody else will see the restricted clients in their Contact list, and won't have access to their portals or documents. System requirements You can set up client restrictions if: | Prerequisites: | How to set up restrictions: |
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you use MYOB AE | You've activated Contacts Migration | Set up Team Security in your MYOB AE software. Those security settings will apply to your clients and staff in MYOB Practice. Does your practice have more than one MYOB AE/AO database? If you restrict a client, they will be restricted in whichever database they have been added to in your practice. | you use MYOB AO (NZ) | You've activated Contacts Migration | Set up Team Security in your MYOB AO software. Those security settings will apply to your clients and staff in MYOB Practice. | you're an MYOB Partner | You don't use MYOB AE/AO | You can set up client restrictions in MYOB Practice (see below for instructions). | What can be restricted?While staff who are Administrators will always have access to all clients, they can restrict what staff members with the General role can see and do. Here's a list of what a General staff member will be unable to access for restricted clients. UI Expand |
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title | Restricted information and activities |
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| | If a staff member is restricted from accessing a client, they... |
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Advisory | - can't create advisory reports for the client's linked AccountRight or MYOB Essentials file
| Documents | - can't publish or view documents that have been sent to the client’s portal, or have been uploaded from the client's portal.
| Personal information
| - can't view the client's contact details, such as phone numbers and addresses, their date of birth and tax information.
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| Restricted clients will show with a padlock icon in the Client list for all administrators, and for staff who do have access to them. If a staff member doesn't have access to a client, they won't see them in the Client list. |
| Portal | - can't create a portal for the client, or add them to an existing portal.
- can't view or edit a portal that the client is part of, even if the portal is shared with clients that the staff member does have access to.
- can't be selected as the default "Send as" or "Notify" user for the client's portal.
| Tasks | | Tax (Australia) | - can't view, prepare or lodge activity statements and tax forms for the client.
| Transaction processing | - can't view the client's MYOB Essentials or AccountRight file on the Transaction processing page if it has been linked to the client record.
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| Why doesn’t the Transaction processing page show the files I created? If you’ve recently created a file, perhaps someone has restricted your access to the client. The Transaction processing page only shows files linked to clients you have access to. If your access has been removed, you can get access again by contacting an administrator in your practice. Another reason you might not see the client’s file on the Transaction processing page is if your user account or advisor account has been removed from within the client’s file. Learn about getting and removing access to a file. |
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How to add or remove client restrictions UI Expand |
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title | If you use MYOB AE or MYOB AO (NZ) |
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| You can add or remove client restrictions using the Team Security features in your MYOB AE/AO desktop software. Those security settings will be applied automatically in MYOB Practice. |
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