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This information only applies if you have MYOB Practice and MYOB AE/AO.

Before you start setting up your portalMYOB Practice, you may want to restrict access to MYOB Portal for certain employee security groups within your practice or to specific databases.

One way of doing this is to restrict access to the Image Removed Image Added icon on the toolbar of your desktop MYOB AE or MYOB AO. You can only restrict access beforeyou've clicked the Image Added icon on the toolbar of your desktop MYOB AE or MYOB AO for the first time.

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You'll need to be an administrator/superuser on your desktop MYOB AE or an administrator on your desktop MYOB AO to change security task permissions.For other types of access restriction options, see Giving staff access to MYOB Practice.

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titleTo restrict an employee's access to MYOB Practice

The following instructions can also be used to enable access for an employee who doesn't have permission to access MYOB

Portal

Practice from your desktop toolbar.

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You can only restrict access to MYOB Portal before you've clicked the Image Removed icon on the toolbar of You'll need to be an administrator/superuser on your desktop MYOB AE or an administrator on your desktop MYOB AO for the first time.

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Log into

to change security task permissions.

  1. Log in to the MYOB AE or MYOB AO database for which you wish want to restrict access to the Image Removed Image Added icon.
  2. Select Maintenance > Security > Task Permissions on the main menu or Maintenance > Maintenance Map > Security > Tasks Task Permissions.
    The Maintenance - Task Permissions page opens.
  3. Select Central from the Product drop-down.
  4. Select the Group (security group) from the drop-down for which you want restricted access.
    The Group Descriptions assigned to the Group are listed in the panel.
  5. Expand the Maintenance Group Description to list show the available task permissions.
  6. Deselect Untick the checkbox in the Allow column for the task permission #Maintenance#Set up Online Data.
  7. Click OK.
    Your changes are saved and the Maintenance - Task Permissions page closes.
    The Image Removed Image Added icon will still be displayed display on your toolbar, but if selected, won't allow access to MYOB Portal Practice beyond the Terms of Use.
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titleRelated topics
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Disable Share It auto prompts to the portalRestricting user access to clients

Data security

Clients and contacts