Advisor Access

Question

Hello,&nbsp;&nbsp;Our client has added us as to their file with adviser access, and the client file comes up in the Manage online file access window, and staff can be assigned.&nbsp;However when staff sign in to the file, they are prompted to enter in a user ID and password. However if we login with the email address the invite was sent to, they are not prompted to enter in the user ID and password.&nbsp;The client followed the instructions set out here&nbsp;Add an accountant advisor - MYOB AccountRight - MYOB Help Centre&nbsp;to invite us as a user.&nbsp;Does the client need to make us an online administrator as well?Thanks

melisa_d · Answer

Hi&nbsp;MEJ,&nbsp;
&nbsp;
Thanks for your post. Are you able to clarify if the staff are not prompted for the user ID and password or if your login isn't prompted to enter a user ID and password ?&nbsp;

mej · Answer

Hi Melisa&nbsp;It is the staff that are being prompted for the user ID and password.&nbsp;Our master login which the invite was sent to can login with no prompt for the user ID and password.&nbsp;ThanksMichelle

melisa_d · Answer

Hi&nbsp;MEJ,&nbsp;
&nbsp;
You wouldn't be prompted for user ID and password if you're user access has 'This user will sign on with a my.MYOB account (recommended)' ticked in the set up. If you'd like to use a user ID and password this will need to be unticked. I've provided a screenhsot below on how this looks:

&nbsp;
Do let me know if you have any further questions.&nbsp;
&nbsp;
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

mej · Answer

Hi Melisa,&nbsp;Unfortunately that box is ticked and staff are being prompted to enter a UserID and password.&nbsp;We have this issue with a couple of files.&nbsp;Thanks

melisa_d · Answer

Hi&nbsp;MEJ,&nbsp;
&nbsp;
Are the users logging into AccountRight or the AccountRight browser ?

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