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Desktop Error: Login Refused, No User ID

This article shows the steps to verify the User ID in the software and on the portal

Follow the instructions below to successfully validate the user id:

 

Method 1 - Verify the USER ID and Password in the software:

  1. Login with Admin rights.

  2. Click Setup > Office Setup.

  3. In the User ID field, verify the entered value is correct.

  4. Click OK to save the change.

 

Method 2 - Verify the license has been activated in the portal:

  1. Log in to the CrossLink Web Portal.

  2. Select the correct Tax Year.

  3. Go to Support > Manage offices. Enter the User ID from main screen. You may need to Jump To the appropriate account when notified.

  4. With permission, activate the necessary licenses for that User ID.