Difference between revisions of "Workspaces"

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== Overview ==
== Overview ==


Workspaces allow you to create and manage separate configurations and environment for BudgetLink. It is used primarily by consultants, accountants and managers to work on different sets of companies at a time.
Workspaces allow you to create and manage separate environments or instances.  


A single workspace can be configured to connect to one or more [[Companies|data file or company]].  If more than one data file or company is configured, they will be consolidated.
Its benefit is a similar to having separate copies of BudgetLink with each copy having its own linked data files and configuration except it all all managed from one installation
 
It is used primarily by consultants, accountants and managers to work on different sets of companies at a time.
 
A single workspace can be configured to connect to one or more [[Companies|data file or company]].  If more than one data file or company is configured, they will be consolidated within the one Workspace.


Alternatively, if you do not want to consolidate the data files, you can create multiple workspaces to ensure they remain distinct and separate.
Alternatively, if you do not want to consolidate the data files, you can create multiple workspaces to ensure they remain distinct and separate.


Most options that can be configured such as [[Companies|data files]], [[Account Hierarchies|account hierarchies]], [[Account Sets|account sets]], etc. all belong to a single workspace.
Most options that can be configured such as [[Companies|data files]], [[Account Hierarchies|account hierarchies]], [[Account Sets|account sets]], etc. all belong to a single workspace.
'''BudgetLink Free Edition''' and '''BudgetLink Standard Edition''' only allows a single workspace.
'''BudgetLink Pro Edition''' allows for three workspaces.
'''BudgetLink Ultimate Edition''' allows for any number of workspaces.


== How To Guides ==
== How To Guides ==
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