Forum Discussion

Sally76's avatar
2 months ago

Create advisor

I'm having trouble inviting my accountants to be an advisor. Getting the following error when I try to access the page:

The advisor listed (Sonia) can't get access and the advisor I've invited and has accepted who now has access is not listed! Please help?!

    • Isaiah_C's avatar
      Isaiah_C
      MYOB Moderator

      Hi Sally76,

       

      If you need assistance in the future, feel free to post again.

       

      Regards,

      Sai 

  • Hi Doreen,

    I've cleared the browsing history for all time & tried a different browser with no luck, still get the same error message. I've tried to re-invite the advisor by the Create advisor button, but won't let me use the same email address. There is no actions column to re-invite from the users page.

    Thanks,

    Sally

    • Earl_HD's avatar
      Earl_HD
      MYOB Moderator

      Hi Sally76,

      We appreciate you taking the time to do some basic troubleshooting. Have you tried logging in using a different browser? If the issue persists, you can contact our support team for further assistance. The best ways to reach them are through live chat (via our virtual assistant, MOCA) or by raising a support ticket at myaccount.myob.com.

      Regards,
      Earl

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator

    Hi Sally76,

     

    With the error message "There was an issue loading this page. Reload page" you've received, you can clear the browser cache or use a different browser. You can also re-invite the advisor, as this can resolve access issues. Lastly, check this link for more information when inviting an advisor to your business.

     

    Best regards,

    Doreen

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