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, you can change client restrictions in your desktop software. MYOB Practice will automatically sync those changes.If you’re an administrator, you can restrict staff access to client details stored in MYOB Practice. 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. Image Removed What will be restricted If a staff member doesn’t have access to a client, they won’t have access to: 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.
- (Australia) Activity statements and tax returns.
- Debtor and WIP details for the client on the Practice page.
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| We’re currently working on the ability to also restrict the above client information. |
Add or remove client restrictionsFollow these steps to set up restrictions for a client.
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