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This section is 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.
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.
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 are restricted from accessing.
If a staff member is restricted from accessing a client, they... | |
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Personal information |
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Portal |
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Tasks |
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Documents |
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Transaction processing |
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Tax (Australia) |
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Advisory | |
Practice manager |
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Add or remove client restrictions
If you're an MYOB Practice administrator, follow these steps to set up restrictions for a client.
- 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
If you're an MYOB Practice administrator, 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.
- 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.