Forum Discussion

QLD47's avatar
QLD47
Experienced User
7 days ago

Unable to remove an existing advisor

Hello,
I want to remove an existing adviser/accountant from Myob Business file, the below is the message;


"These are advisors that had access to your Essentials file before it was upgraded. They still have access and you can remove that access here. Any new advisors you invite will appear in the list above and you’ll have more granular control over their access."

However there is no 3 dots, unable to click their name, no option to actually remove them.

How can I remove the user? I am an owner of the account, so I have the means to be able to just no options.

 

thanks in advance.

1 Reply

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    6 days ago

    Hi QLD47, 

     

    Thanks for sharing the error message you get when deleting the advisor. If you can edit the advisor, remove the Administrator role, change it to another user role, and save. You should then be able to make the user inactive.

     

    If the advisor is greyed out and can’t be edited, this can happen when the file was upgraded from old Essentials. It would be best to contact MYOB Support so they can arrange removal of the advisor. You can reach out by creating a ticket in My Account or connect with our live chat team through MOCA, our virtual assistant. 

     

    Regards,
    Genreve


     

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