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Access to client through partner dashboard no longer visible

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Contributing Cover User jdeans3
13 Posts
Contributing Cover User
New Zealand
jdeans3
Contributing Cover User

13Posts

0Kudos

0Solutions

Access to client through partner dashboard no longer visible

A client has dropped off our list of accessible clients through the partner dashboard. 

They have not changed anything and say we are still linked as advisor. 

But we can no longer see them when we log in. 

Can someone please assist. 

1 REPLY 1
MYOB Moderator Hayden_B
5,988 Posts
MYOB Moderator
Australia
Hayden_B
MYOB Moderator

5988Posts

961Kudos

849Solutions

Re: Access to client through partner dashboard no longer visible

Hi @jdeans3

 

By Partner Dashboard I'm assuming you mean: partner.myob.com

 

In which case, the Transaction Processing screen should be showing any files that are accessible to the Email Address you logged in with. If you log into that file with a different email for example, you won't be able to see it.

 

This can be very specific to your Login account and the Client's ledger and there isn't any general steps to try, so could you please send me a Private Message with:

  • The Email you log into the Dashboard with
  • The Client's Business Name
  • Which product they used (Essentials or AccountRight)

 

I should be able to track down what is happening from this and be able to list what needs to happen to fix it.

 

You can send me a Private Message by clicking this link: Send me a PM


Cheers,

Hayden
MYOB Product Analyst

Helpful links:


Product Ideas: AccountRight | Essentials | MYOB Capture | MYOB Invoices
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