My Account access for users
How can a user be given access to My Account for the purpose of lodging a support request?
Forum Discussion
Hi JillL,
A user can access My Account without being the Primary or Billing contact, as long as they’re already linked to the account and have an MYOB login. In that case they’d have standard contact access, which lets them view most info and update their own details, but not access billing functions or manage contact roles. If you need to add someone as a standard contact, that isn’t currently self-serve in My Account, so it would need to be done through support. You can reach them on Live Chat via our virtual assistant, MOCA or by submitting a support case via MyAccount.
Regards,
Earl
So, a file user should be able to login to My Account using the same email/password combination they use for file access? Do I understand therefore that standard access is in fact automatic when users are invited to access a file?
Why do we get this response when trying to access support?
Regards
Jill
Hi JillL,
Not quite. Being invited to access a file does not automatically give a user standard account access in My Account.They may be able to sign in with the same MYOB ID they use for file access, but file access and My Account account-contact access are managed separately. A user can submit a support request in My Account once they’re linked to the business as an account contact, including as a standard contact.
If they only have file access and aren’t linked as an account contact for that business, they can still run into the support-access error you’ve shown. That’s why they would need to reach out to our support team, so we can check their access and help link them correctly if needed.
Regards,
Earl
