Old Essentials - Deleting a User

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IanChait
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Old Essentials - Deleting a User

Hi All

 

How do you delete a standard user in old Essentials?

 

Thanks


Regards
Ian Chait CA
Certified Consultant Melbourne
P/M 0417 479 585
Email ian@myfc.com.au

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Steven_M
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Re: Old Essentials - Deleting a User

Hi @IanChait 

 

To delete a user in MYOB Essentials:

  1. Navigate to the Business Name Menu (top right)
  2. Choose Users
  3. Select the grey cross far right-hand side of the relevant user you wish to delete.

Note: You have to be an Administrator user to delete other standard users

 

See Editing and deleting users for more information.

Kind regards,
Steven

MYOB Community Support

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IanChait
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Re: Old Essentials - Deleting a User

Hi @Steven_M 

 

Thanks will look into it.

 

Another question - what level of user should have access to the square box on the left of a bank feed, to tick and allocate/re-allocate in bulk?

 

 


Regards
Ian Chait CA
Certified Consultant Melbourne
P/M 0417 479 585
Email ian@myfc.com.au

Steven_M
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Re: Old Essentials - Deleting a User

Hi @IanChait 

 

That level of access is only granted by Advisor access to the MYOB Essentials business. Standard and Administrator users will not have that option available to them in that version.

 

Although, new Essentials its a feature available to all users that have access to the Banking window.

Kind regards,
Steven

MYOB Community Support

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IanChait
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Re: Old Essentials - Deleting a User

Hi @Steven_M 

 

Just looked at the User screen, and there is no grey cross. 


Regards
Ian Chait CA
Certified Consultant Melbourne
P/M 0417 479 585
Email ian@myfc.com.au

Steven_M
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Re: Old Essentials - Deleting a User

Hi @IanChait 

 

If there is no cross icon next to the user it tends to indicate that you are either a Standard user or an Advisor to the MYOB Essentials Business, rather than an Administrator. The delete user functionality only being available to Administrator users.

Kind regards,
Steven

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IanChait
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Re: Old Essentials - Deleting a User

Hi @Steven_M 

 

Thanks for your replies.

 

I am the subscriber and advisor on the file, but I invite staff in as users. When they no longer need access to the file, I need to delete them.  How do I do this?

 

 


Regards
Ian Chait CA
Certified Consultant Melbourne
P/M 0417 479 585
Email ian@myfc.com.au

Steven_M
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Re: Old Essentials - Deleting a User

Hi @IanChait 

 

An Advisor to an MYOB Essentials can add Administrator or Standard users, they don't have the necessary access to remove a user. This action would need to be completed by an Administrator user. 

 

In some rare circumstances, our phone-based team can remove a user on an Advisor's behalf but that is normally just prior or post handover.

Kind regards,
Steven

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IanChait
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Re: Old Essentials - Deleting a User

Hi @Steven_M 

 

Thank you for your replies.,

 

This is absolutel;y stupid that an Advisor can add a user, but not delete one. Who at MYOB thinks up these absurdities. How am I supposed to delete a user once they should no longer have access. This could be a major security risk. 

 

Can you please pass this feedback to your to whoever is responsible .

 

Thanks.

 


Regards
Ian Chait CA
Certified Consultant Melbourne
P/M 0417 479 585
Email ian@myfc.com.au

Steven_M
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Re: Old Essentials - Deleting a User

Hi @IanChait 

 

Thank you for your feedback, I've shared it with the team.

 

Currently, as indicated, Advisor users can grant access but not remove it. It would be up the Administrator user(s) to remove that access or under special circumstances, our phone-based team can remove that access.

Kind regards,
Steven

MYOB Community Support

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