MYOB portal - no approve tab
Hi I have clients that have always approved via the myob portal however all of a sudden they don't have the option. I have sent it ticked requiring a signature and on their end they can open and p...
Forum Discussion
Hi Delany
The approval tab will be missing in a Portal when the user has not logged into the Portal using the email address requested to approve the task/document or the system failed to authenicate the user correctly.
Often when users share a computer/device, when they click on the email link to approve their document, the browser will automatically login to the Portal using the previous users email address. This works fine if its just one user, but when there are two or more, it can be the wrong account.
Sometimes it can be the correct account but the authenication failed.
To resolve the issue, the user will need to click on the cog in the Portal next to the name it is logged in as and select Logout - (top left hand side of the browser). Then log back into the portal using the email requested to sign the documents. This is located at the bottom of the email.
When the user then logs back in they should see their documents to approve under the Task option - My Open Tasks. Only Tasks that appear under the My Open Tasks will have an Approval button.