You can restrict access to clients whose details and tax returns you want to keep confidential in MYOB Practice, by setting up Team Security in your desktop AE/AO software. If you've already set up Team Security in AE/AO, then those security settings will already apply to your clients and staff in MYOB Practice. This means that only administrators and selected staff members will be able to view or edit the restricted client's details in MYOB Practice. See Restricting user access to clients for information about what's restricted, and how to apply client restrictions. The ability to file tax returns is based on each staff member’s level of access in myIR. If a staff member has Read only or None access in myIR, they’ll receive the message You aren’t permitted to access this when attempting to file a tax return in MYOB Practice.
To review the access of staff members, log into myIR and go to Manage staff logons. For more information on different access levels in myIR and how to apply them, refer to the Inland Revenue’s guide to managing staff access and client list access security. |