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This section is only relevant if you’re an MYOB Partner and don't use MYOB AE/AO.

If you use MYOB 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.

What will be restricted

 If a staff member doesn’t have access to a client, they won’t have access to:

  • the client's contact details, date of birth, or tax numbers. The client won't appear in the staff member's Clients list.

  • the portal that the client has been added to.

    If the restricted client's portal is shared with non-restricted clients, you won't be able to create tasks for the non-restricted clients either, because access to the portal is blocked.

  • documents sent to the client’s portal or uploaded by the client via their portal.
  • tasks created for the client.

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.

We’re currently working on the ability to also restrict the above client information.

Add or remove client restrictions

Follow these steps to set up restrictions for a client.

To add or remove client restrictions
  1. Click Clients in the sidebar.
  2. From the client list, select the client you want to restrict access for.
  3. Click Manage access.
  4. Choose who should have access to the client’s details:
    • All staff: No restrictions will be applied. All staff in the practice will be able to view the client’s details.
    • Specific staff: All administrators plus anyone you add in the Manage access window will have exclusive access to the client’s details.
  5. To give a non-administrator access to the client, click Add Staff.
    You can search for a staff member, or select them from the list. Administrators aren’t listed because they can always access all clients, whether restricted or not.
  6. To remove someone’s access, click the x next to their name.
  7. Click Save.

Give or remove staff access to restricted clients

Follow these steps to give a staff member access to a restricted client, or to remove their access.

If you want to give staff access to a client who is currently unrestricted, follow the “To add or remove client restrictions” procedure above instead.

To give or remove staff access to restricted clients
  1. Click Settings in the sidebar.
  2. Click Staff in the settings menu.
  3. Select a non-administrator staff member (they will have a General role).
  4. Click Manage access.
  5. In the Manage access window, select the clients you want to give the staff member access to.
    The list only includes clients who’ve already been restricted to administrators and specific staff.
  6. To remove access to a restricted client, click the x next to the client’s name.
  7. Click Save.

When you add a staff member you can also select the restricted clients they should have access to.

 
Related topics

Create clients

Manage your staff

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