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 restrictionsThe way you restrict user access to clients depends on which software you use. UI Text Box |
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| This section is only relevant if you’re an MYOB Partner and don't use MYOB AE/AO | MYOB Practice Administrators can access all clients. | AE/AO, MYOB Practice now syncs any client restrictions that have been set up in your MYOB AE/AO desktop software, so you need to change restrictions settings in your desktop software.If you’re an administrator, you can restrict staff access to client details stored in MYOB Practice Online. This will keep their details confidential to just the administrators in your practice, and selected staff members. Restricted clients are identified with a padlock icon in the Clients list. If a staff member doesn’t have access to a client, they won’t see the client’s name in their Clients list. [screenshot] What will be restricted- The Client details page, which lists their contact details, date of birth, and tax numbers.
What won’t be restricted- The client’s MYOB Essentials or AccountRight file on the Transaction processing page if the staff member is set up as a user of their file.
- Documents sent to the client’s portal or uploaded by the client via their portal.
- Tasks created for the client.
- (Australia) Activity statements and tax returns.
- Debtor and WIP details for the client in the Practice page.
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| We’re currently working on the ability to also restrict the above client information. |
Restricting access to a clientFollow these steps to select who in your practice can access a client. UI Expand |
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