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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 ...
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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