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https://help.myob.com/wiki/x/_YSdAg
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You can restrict access to clients whose details and jobs you want to keep confidential. Only administrators and the selected staff members will be able to view or edit their details.
Example:
Say there are a few clients you want to restrict access to just one or two staff members for privacy purposes.
You can select the staff members who are allowed access to the clients. Only they, and the administrators in the practice, can view the restricted clients' details. All other staff members won't see the restricted clients in their Contact list, and won't have access to their portals or documents.
System requirements
Client restrictions are available if you:
- use MYOB AE and have set up Team Security: Your settings will be applied in MYOB Practice.
- use MYOB AO (NZ) and have set up Team Security: Your settings will be applied in MYOB Practice.
- are an MYOB Partner and you don't use MYOB AE/AO: You can set up client restrictions in MYOB Practice (see below for instructions).
Does your practice have more than one MYOB AE/AO database? If you restrict a client, they will be restricted in whichever database they have been added to in your practice.
What can be restricted?
Following is a list of information and activities that a staff member won't be able to see, edit or do for a client they don't have access to.
If a staff member is restricted from accessing a client, they... | |
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Advisory |
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Documents |
|
Personal information |
Restricted clients will show with a padlock icon in the Client list for all administrators, and for staff who do have access to them. If a staff member doesn't have access to a client, they won't see them in the Client list. |
Portal |
|
Practice manager |
|
Tasks |
|
Tax (Australia) |
|
Transaction processing |
Why doesn’t the Transaction processing page show the files I created? If you’ve recently created a file, perhaps someone has restricted your access to the client. The Transaction processing page only shows files linked to clients you have access to. If your access has been removed, you can get access again by contacting an administrator in your practice. Another reason you might not see the client’s file on the Transaction processing page is if your user account or advisor account has been removed from within the client’s file. Learn about getting and removing access to a file. |
Add or remove client restrictions
If you're an MYOB Practice administrator, follow these steps to set up restrictions for a client, or to change a specific staff member's access to clients who are currently restricted.
The following instructions are for MYOB Partners who don't use MYOB AE/AO. If you use MYOB AE or MYOB AO (NZ), learn how 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.
If a client is currently unrestricted, follow the “To add or remove client restrictions” procedure above instead.
- 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.