Forum Discussion

Challenger2020's avatar
Challenger2020
Contributing User
2 months ago

Company File not linking when setting up new employee

HI Forum,

 

I'm having lots of difficulty with setting up a new hire with Company file access online. I've created a user in MYOB and invited them to sign on via my.MYOB. This all goes to plan so far and they receive the invitation link. Upon accepting the link it asks them to sign in with the associated username and password. An option to create a new password is not provided. I have tried multiple variations for this process, but ultimately I end up having to click on 'forgot my password' to create a new password. 

I get a verification page indicating that all I need to do now is download MYOB and sign in, however, when I sign in under the username it says there is no linked company file available. Upon checking back with the 'Manage Online Access' page through the admin my.MYOB, I find out that the email is now showing as inactive with 'Access Removed'.

I now have 5 iterations of this email listed as 'Access Removed' and I still can't give my employee access to the company file.

What am I doing wrong??

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 months ago

    Hi there Challenger2020

     

    It must be frustrating to have all this challenges when setting up a new user to your file. It would be best check this link for more information on how to set up a new user and give them a password if needed. Feel free to post again if you encounter issues in the future.

     

    Best regards,

    Doreen

    • Challenger2020's avatar
      Challenger2020
      Contributing User
      2 months ago

      Thanks Doreen,

       

      I've followed the link you provided, but I can't see any difference in the procedure stated than what I have already tried unfortunately. The only potential difference is that it is not offering me the opportunity to setup a MYOB account when accepting the invitation. Could this be an issue since I am re-using a previously used email as reference on a new user profile?  

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 months ago

    Hi there Challenger2020

     

    That can be an issue since you can only one email address at a time including the inactive ones. So it would be best to delete the email address and user first first before inviting a new user to the file.

     

    Best regards,

    Doreen