Updating STP customer portal and Hosted Portal user/admin info

Janine Dickson

Hi

I am a user for our Reckon Hosted and also Reckon Customer Portal for STP etc.

I am also the one who setup the Reckon Customer Portal for GovConnect etc.

I am seeking clarification on the order of how to change myself out and put new details as I am leaving the company this week - I don't want to break it for next pay day.

On the customer portal I see I can revoke SSO and MFA here

if I do that how do I put a new person in???

Then in the accounts section we need to be able to add a new staff member to enable them to upload STP - they will be taking over my license in Reckon Hosted.

I know I will need to revoke the MFA in Reckon hosted first then update my details to the new staff member, but I am unsure if I should do this first or the reckon portal items first and in which order.

It looks like I would need to have them updated in Reckon Hosted first so I can select their user profile to add to reckon portal.

Advice would be greatly appreciated

I have read these articles and have no issues doing any of these things - it's just the ORDER of doing them.

Starting to think that the Customer Poral Admin Profile is a separate thing to the staff on the same site (which is linked from Reckon Hosted????)

How to revoke Multi-Factor Authentication using Recovery PIN in Reckon GovConnect STP portal - Reckon Help and Support Centre

How to revoke Multi-Factor Authentication (MFA) for users - Reckon Help and Support Centre

Rav

Hi @Janine Dickson

You're correct, the Portal and Reckon Accounts Hosted are two separate accounts.

When it comes to the Portal, here's an outline of what I'd recommend you do;

• The first thing I'd recommend doing is revoking the SSO, this convert your account to a 'regular' login rather than one linked to Google or Office365.
  
• Once that is done, you'll be sent a password reset email which will allow you set a password to the account.
  
• Next, login by entering your email address and the new password and click the Sign in button.
• Once you're back in to the account, you can then update the email address to one used by the new staff member along with any other details under the My Details section.
  
• When you've updated everything you need to, revoke the MFA from the account. When the new staff member logs in next, they'll be prompted to setup MFA on the account.

Hopefully that makes sense, but let me know if you have any questions.