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Rycon's avatar
Rycon
User
5 years ago

Inviting Online users

Hi,

I have sent a link to our accountant so he can access our online file.

He got an email with the invite and accepted.

He then got an email saying that I had set a password for him.

I haven't done this. I only entered his email address and name.

 

What am I doing wrong?

  • Hi Rycon 


    When you do log into a company file there may be two log in points:

    • AccountRight Live - this is entered in the Open a Company File>>Online window. This would be your my.MYOB account email address and password.  This log in will show you the company files you have access to online.
    • Company file - this is your username and password for that particular company file. This is set up in the company file by the user that does invite you to the file through the Setup>>User Access window. You would enter this information into the following window:

    Based on the information you have provided, it sounds like that user has been added to log into AccountRight Live and being is stopped at the Company file sign in screen. I would recommend they use the user ID you have set for that user through the Setup>>User Access window.

     

    Do let us know how you get on and if you require further assistance.

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  • Hi Rycon 


    When you do log into a company file there may be two log in points:

    • AccountRight Live - this is entered in the Open a Company File>>Online window. This would be your my.MYOB account email address and password.  This log in will show you the company files you have access to online.
    • Company file - this is your username and password for that particular company file. This is set up in the company file by the user that does invite you to the file through the Setup>>User Access window. You would enter this information into the following window:

    Based on the information you have provided, it sounds like that user has been added to log into AccountRight Live and being is stopped at the Company file sign in screen. I would recommend they use the user ID you have set for that user through the Setup>>User Access window.

     

    Do let us know how you get on and if you require further assistance.