Forum Discussion
6 Replies
- Doreen_P3 years agoMYOB Moderator
Hi, LDOG
Thanks for your post, and sorry for the delay in response.
When your HR person tried to access the YTD Verification report or Individual Summary report, did she receive an error message? If you could attach a screenshot of the error message so I can investigate it further on my end. Make sure to remove sensitive information before posting in the Forum. Also, you may try to re-invite her to the file with the original user access to see if it will allow her to access the YTD Verification report or Individual Summary report.
Please let me know how it goes.
Best regards,
Doreen
- LDOG2 years agoExperienced User
Hi Doreen
How do I go about re-inviting an existing user?
Thankyou
- Doreen_P2 years agoMYOB Moderator
Hi, LDOG
Thanks for your response.
When re-inviting an existing user, if they will be using the same email address, you will need to delete or inactive the existing log-ins. To do this, go to Setup > User Access > From the User Access window, kindly highlight the User ID and click the recycle icon to delete. Once done, you can click the New User button. For further information, kindly check The Help Article Invite a user to an online file.
Please let us know if you require further assistance with this.
Best regards,
Doreen
- LDOG2 years agoExperienced User
Hi Doreen
I am not able to delete the user as it has transactions.
My only option would be to invite the user again but use a different email address? But then if I set her up again as per setup of her current login - may result in yet again the same issue?
I will await your advice.
Thanks
Leanne
- Doreen_P2 years agoMYOB Moderator
Hi, LDOG
Thanks for your response.
If you create a new user access with a different email address, the user will no longer receive the same error. Also, make sure to tick the "This user will sign on with a my.MYOB account". Please refer to the screenshot below.
Please let us know how it goes. We are eager to hear back from you.
Best regards,
Doreen
- Doreen_P2 years agoMYOB Moderator
Hi, LDOG
Please let us know if you still require any further assistance with your concern. Don't hesitate to reach out to us. We are delighted to assist you.
Best regards,
Doreen
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