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 ...
Forum Discussion
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.
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
Hi Melisa_D
It happens when logging into both the browser and desktop versions of AccountRight.
Thanks
Hi MEJ,
To troubleshoot can you please refresh one of the users user access window by unticking 'this user will login with a my.MYOB account' save the window > go back into the users profile > re-tick 'this user will login with a my.MYOB account'. Once this is done can the user login and check to see if they get the same message ?
Do let me know how it goes.
