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Restrict access to MYOB Practice (MYOB AE/AO users only)

This information only applies if you have MYOB Practice and MYOB AE/AO.

Before you start setting up MYOB Practice, you may want to restrict access for certain employee security groups within your practice or to specific databases.

One way of doing this is to restrict access to the MYOB Practice cloud icon on the toolbar of your desktop MYOB AE or MYOB AO. You can only restrict access before you've clicked the cloud icon on the toolbar of your desktop MYOB AE or MYOB AO for the first time.

There are also other types of access restriction options.

  • Adding or removing staff in MYOB Practice – Set up my.myob accounts for your staff and add the staff as users to MYOB Practice (only needed if you have MYOB Practice, or are an MYOB Partner, without MYOB AE/AO.)

  • Restricting user access to clients – Restrict MYOB Practice users from seeing certain clients in MYOB Practice.

  • Permissions – Restrict actions that you can perform in MYOB Practice to users that are assigned to certain roles.

Restrict a user's access to MYOB Practice

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

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.

  1. Log in to the MYOB AE or MYOB AO database for which you want to restrict access to the cloud icon.

  2. Select Maintenance > Maintenance Map > Security > Task Permissions. The Maintenance - Task Permissions page opens.

  3. Select Central from the Product drop-down.

  4. 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.

  5. Expand the Maintenance Group Description to show the available task permissions.

  6. Clear the checkbox in the Allow column for the task permission #Maintenance#Set up Online Data.

  7. Click OK.
    Your changes are saved and the Maintenance - Task Permissions page closes.
    The cloud icon will still display on your toolbar, but if selected, won't allow access to MYOB Practice beyond the Terms of Use.