Forum Discussion

AndreeL's avatar
AndreeL
Contributing User
2 years ago
Solved

Can't create advisor account - "There is already a user with this email. Enter a different email."

I need to give my tax accountant access to my file. By mistake I used "Create user" instead of "Create advisor". The invitation was not accepted and I have deleted the user in Essentials. (It is no l...
  • SamaraM's avatar
    SamaraM
    2 years ago

    Hi Andree (AndreeL)

     

    Welcome to the Community Forum. On the Forum we encourage users to offer advice and assistance, as such, you won't always receive an immediate response from an MYOB Moderator. If you do require immediate assistance we recommend contacting our phone-based or Live Chat teams.

     

    In regards to changing the user access; you usually would be able to use the drop-down on the invitation already sent on my.myob to change the invitation to inviting them as an Advisor instead of File User. 

     

    To do this: 

    1. Click your business name and choose Users

    2. Click the user's name

    3. In the Access section, choose Adviser under the User Type dropdown

    4. Click Save

     

    If you are still not able to change the user type, please send me a Private Message with the following and I can assist you further:

    • Account name
    • Serial number
    • Email address of the impacted user 

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

AndreeL's avatar
AndreeL
Contributing User

I need to give my tax accountant access to my file. By mistake I used "Create user" instead of "Create advisor". The invitation was not accepted and I have deleted the user in Essentials. (It is no longer visible there, but please see below.)

 

Still, when I do "Create advisor" I get an error "There is already a user with this email. Enter a different email."

 

Also, when I follow the link "Manage user access via my.MYOB" I can see (with the email address of the worngly created and deleted user):

 

Online File UsersStatusAction
<email address> (email address)Invitation cancelled 07 Sep 2022Resend invitation

 

How can I delete this email address so that I can then use it again to create an advsior user for it?

 

Thanks a lot & best regards,

Andree

PS: I posted this on Fri under Getting Started, but didn't get a repy, so thought may be this is the better forum.
SamaraM's avatar
SamaraM
Former Staff
2 years ago

Hi Andree (AndreeL)

 

Welcome to the Community Forum. On the Forum we encourage users to offer advice and assistance, as such, you won't always receive an immediate response from an MYOB Moderator. If you do require immediate assistance we recommend contacting our phone-based or Live Chat teams.

 

In regards to changing the user access; you usually would be able to use the drop-down on the invitation already sent on my.myob to change the invitation to inviting them as an Advisor instead of File User. 

 

To do this: 

  1. Click your business name and choose Users

  2. Click the user's name

  3. In the Access section, choose Adviser under the User Type dropdown

  4. Click Save

 

If you are still not able to change the user type, please send me a Private Message with the following and I can assist you further:

  • Account name
  • Serial number
  • Email address of the impacted user 

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

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