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September 2022
September 2022
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 Users | Status | Action |
<email address> (email address) | Invitation cancelled 07 Sep 2022 | Resend 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
Solved! Go to Solution.
September 2022
September 2022
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 Users | Status | Action |
<email address> (email address) | Invitation cancelled 07 Sep 2022 | Resend 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
September 2022
September 2022
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:
Click the user's name
In the Access section, choose Adviser under the User Type dropdown
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:
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
September 2022
September 2022
Just in case anyone else has the same issue as I did here's the solution:
That's it. User was deleted and I could use Create advisor successfully.
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