Lost access to my account

Support
1

We appear to have a bit of an emergency – I had to reset my password earlier as was unable to log on as normal – however, when I log onto my Quick file software with the new password it doesn’t take me to my normal Quickile dashboard wfith overview of all accounts/reports/financial info - instead it takes me to a client area with oversight of only 2 of our client accounts which seem to be logged against my email address?

This is not useful at all for what I need to do today I have some important invoices to generate and issue before Monday and many receipts to process (following several weeks of travelling) and so wanted to complete this today

Can someone please help me to rectify this to give me access to my Quickfile account so I have visibility of all our current and financial information for past 9 years, can raise these important invoices and so I have access to all areas of my QuickFile software, information and systems as normal?

Many thanks in advance

K

2

When this happens it’s usually because you have (intentionally or accidentally) created a client login using the same email address as you normally use to log in as admin. Fixing this requires @QFSupport to reset the client account to a dummy email address so it no longer shadows the admin one.

I suggested a few weeks ago that they ought to check and disallow creating a client contact with the same email as an existing admin/team member but this clearly hasn’t been implemented yet.

Edit: for clarity, I don’t work for QuickFile so I don’t have the privileges to be able to help.

1 Like
3

Thanks Ian, yes these two accounts should not have been created with my email address - can @QFSupport please reset those to a dummy email address at the earliest opportunity so I can regain access to our Quickfile Dashboard and do all the tasks I had planned? Many thanks in advance

4

Hi @Kevaroo62

I’ll send you a private message now to get some details from you - you should see a green notification in the top right corner shortly.

This was actually implemented, so I’m curious to know how this has happened. We’ll investigate!

1 Like
5

Thanks Mathew, just responded to your message…

1 Like
6

That fix worked! thanks Mathew (and thanks Ian)

2 Likes
7

I replied a little late to your email, but glad to hear you’re back in.

We have since introduced a lock to prevent people setting up new client records with an email that is also used for admin access. I think sometimes users are unwittingly saving client records with their own email address due to the browser autofill feature.

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Yes, that appears to be what happened Glen - I’m back in now so all good :slight_smile:

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