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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 will show with a padlock icon in the Client list for all staff who have access to them.

A restricted client won't appear in the Client list if a staff member doesn't have access to them.

What will be restricted (TO BE CONFIRMED)

	If a staff member doesn't have access to a client, they can't...
Personal information	view the client's contact details, such as phone numbers and addresses, their date of birth and tax information.
Portal	create a portal for the client, or add them to an existing portal. view or edit a portal that the client is already part of, even if the portal is shared with clients that the staff member does have access to. be selected as the default "Send as" or "Notify" user for the client's portal.
Tasks	create or view tasks for the client. be selected as the "Send as" or "Notify" user for a task that relates to the client or any client in the same portal.
Documents	publish or view documents sent to the client’s portal or uploaded by the client via their portal.
Transaction processing	view the client's MYOB Essentials or AccountRight file on the Transaction processing page if it has been linked to the client record.
Compliance and Tax (Australia)	view, prepare or lodge activity statements and tax forms for the client.
Practice manager	see the client's debtor and WIP details on the Practice page.

Add or remove client restrictions

Follow these steps to set up restrictions for a client.

To add or remove client restrictions

Click Clients in the sidebar.
From the client list, select the client you want to restrict access for.
Click Manage access.
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.
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.
To remove someone’s access, click the x next to their name.
Click Save.

Edit staff access to restricted clients

Follow these steps to edit a staff member's access to a client who is currently restricted.

If a client is currently unrestricted, follow the “To add or remove client restrictions” procedure above instead.

To edit staff access to restricted clients

Click Settings in the sidebar.
Click Staff in the settings menu.
Select a non-administrator staff member (they will have a General role).
Click Manage access.
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.
To remove access to a restricted client, click the x next to the client’s name.
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

Page tree

What will be restricted (TO BE CONFIRMED)

Add or remove client restrictions

Edit staff access to restricted clients

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Clients

Client files

Tasks

Documents

Tax

Page tree

Manage staff access to clients (MYOB Practice, Steve)

What will be restricted (TO BE CONFIRMED)

Add or remove client restrictions

Edit staff access to restricted clients

Was this information helpful?

Why not?

How would you improve this page?

Thanks! Anything you'd like to add?

Get started

Clients

Client files

Tasks

Documents

Tax