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

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

Before you start setting up Practice Compliance, 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 Practice Compliance cloud icon on the toolbar of your desktop AE/AO. You can only restrict access before you've clicked the cloud icon in AE/AO for the first time.

There are also other types of access restriction options.

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

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

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

Restrict a user's access to Practice Compliance

The following instructions can also be used to enable access for an employee who doesn't have permission to access Practice Compliance from your the AE/AO toolbar.

You'll need to be an administrator/superuser in AE/AO to change security task permissions.

  1. Log in to the AE/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 Practice Compliance beyond the Terms of Use.