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Accountant unable to gain access to datafile

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Matthew4
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Accountant unable to gain access to datafile

Hi,

 

I client invited us to be an advisor on their account, we then accepted the invitation. When I log into the datafile through the partner dashboard it comes up with the following message. 'Looks like you don't have permission to access this page.' 

 

Please advise on what can be done to fix this ? Would the easiest way to fix this problem be that the advisor invitation is resent ?        

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Tracey_H
12,172 Posts
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Re: Accountant unable to gain access to datafile

Hi @Matthew4 

 

Thanks for your post. So that I can look into this for you can you please provide the following information by private message:

 

  • serial number
  • email address you are using to log in

Cheers,
Tracey
Previously @bungy15

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