Can I transfer my Reckon portal account to another person?
Options
Karen_BR
Member Posts: 1 ✭
- I'm handing over my job to a new employee. My login to the Reckon portal is my generic email address (e.g. "accounts@") which will become the new employee's email address; can I just edit the account information (name of new employee, phone number for MFA) and she'll be good to go?
- Ditto for another workplace, but the new employee's email address will be different - can I keep the same account but change the login email?
I dare not try either of these for fear of ending up in a world of pain!
Karen.
0
Answers
-
Hi Karen,
Its really important that there is a handover process such as what you've outlined and yes you can do all of the above. Its incredibly important that the MFA in particular is revoked if its set to your mobile number currently etc.
I'll link some info on that outlines how to revoke the existing MFA from the account below -
ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.
2
Categories
- All Categories
- 6.9K Accounts Hosted
- 11 📢 Reckon Accounts Hosted - Announcements
- 6K Reckon Accounts (Desktop)
- 3 📢 Reckon Accounts Desktop - Announcements
- 1.2K Reckon Payroll 🚀
- 21 📢 Reckon Payroll - Announcements
- 21 Reckon Payroll Help Videos 🎥
- 21 Reckon Mate App
- 3.1K Reckon One
- 7 📢 Reckon One - Announcements
- 11 Reckon Invoices App
- 14 Reckon Insights
- 114 Reckon API
- 830 Payroll Premier
- 326 Point of Sale
- 2K Personal Plus and Home & Business
- 74 About Reckon Community