Forum Discussion

MEJ's avatar
MEJ
Cover User
3 years ago

Advisor Access - Staff need login details

Hello,    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.   However when staff sign ...
MEJ's avatar
MEJ
Cover User
3 years ago

Hi Melisa

 

It is the staff that are being prompted for the user ID and password.

 

Our master login which the invite was sent to can login with no prompt for the user ID and password.

 

Thanks

Michelle

Melisa_D's avatar
Melisa_D
Former Staff
3 years ago

Hi MEJ, 

 

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:

 

Do let me know if you have any further questions. 

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

  • MEJ's avatar
    MEJ
    Cover User
    3 years ago

    Hi Melisa,

     

    Unfortunately that box is ticked and staff are being prompted to enter a UserID and password.

     

    We have this issue with a couple of files.

     

    Thanks

    • Melisa_D's avatar
      Melisa_D
      Former Staff
      3 years ago

      Hi MEJ, 

       

      Are the users logging into AccountRight or the AccountRight browser ?

      • MEJ's avatar
        MEJ
        Cover User
        3 years ago

        Hi Melisa_D 

         

        It happens when logging into both the browser and desktop versions of AccountRight.

         

        Thanks

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