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,

 

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

    • Melisa_D's avatar
      Melisa_D
      Former Staff
      3 years ago

      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. 

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