Restrict access to the portal

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Before you start setting up your portal, 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 icon on the toolbar of your desktop MYOB AE or MYOB AO.

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.

The following instructions can also be used to enable access for an employee who doesn't have permission to access MYOB Portal from your desktop toolbar.

You can only restrict access to MYOB Portal before you've clicked the icon on the toolbar of your desktop MYOB AE or MYOB AO for the first time.

How to

Log into the MYOB AE or MYOB AO database for which you wish to restrict access to the icon.
Select Maintenance > Security > Task Permissions on the main menu or Maintenance > Maintenance Map > Security > Tasks Permissions.
The Maintenance - Task Permissions page opens.
Select Central from the Product drop-down.
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.
Expand the Maintenance Group Description to list the available task permissions.
Deselect the checkbox in the Allow column for the task permission #Maintenance#Set up Online Data.
Click OK.
Your changes are saved and the Maintenance - Task Permissions page closes.
The icon will still be displayed on your toolbar, but if selected, won't allow access to MYOB Portal beyond the Terms of Use.

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