Difference between revisions of "Multiple Users"

Multiple Users (view source)

Revision as of 17:44, 3 July 2018

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Jeff

Write, Bureaucrats, Administrators

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 == Overview ==
-The following editions of ExcelReportLink can only be used by a single user.
+This support note explains how to go about sharing BudgetLink with multiple users
-* ExcelReportLink GL Pivot Solution Free Edition;
-* ExcelReportLink Sales Pivot Solution Free Edition.
-The following editions of ExcelReportLink can be used by multiple users.
+== Share ExcelReportLink with Multiple Users ==
-* ExcelReportLink GL Pivot Solution Pro Edition;
-* ExcelReportLink Sales Pivot Solution Pro Edition;
-* ExcelReportLink Payroll Pivot Solution;
-* ExcelReportLink Aged Receivables Pivot Solution;
-* ExcelReportLink Aged Payables Pivot Solution.
-== Grace Period for Single User Licenses ==
+Sharing is only enabled for the Standard Edition or above
-In order to provide an easy transition, ExcelReportLink provides a 14 day grace period from the first time multiple users want to use the software.
+ExcelReportLink works differently to most software in that Microsoft Excel is the application and ExcelReportLink is Excel workbooks with macros
-== How to get multi-user access to ExcelReportLink GL Pivot Solution ==
+If you have ExcelReportLink already installed somewhere in your organisation and Excel installed on the PC you want to run it from then you dont need to install ExcelReportLink again in order to share it
+To share ExcelReportLink, you would approach it in a similar way to sharing a normal Excel Workbook
+You can either save it to a shared folder on your file server or save it to either Dropbox or OneDrive and then share the folder with other users
+We recommend a file server over synced folder like Dropbox, because it has the limiation that only one person can make settings changes at the same time
+If installing on a file server you can either open it from your local PC or in a Terminal Server. Terminal Server access does require the Pro Edition or above
-If you require multiple users to use the software, you will either need to either:
+If installing a new copy of ExcelReportLink then during the unzip process change the installation path from C:\BudgetLink... to your Shared Folder
-* Subscribe to ExcelReportLink GL Pivot Solution Pro Edition;'''
-* Subscribe to the multiple users feature.
-Subscriptions can be purchased from the following page.
+If already installed on your local machine and you want to keep that instance then [[Moving BudgetLink to a new machine or folder|Move]] into your shared folder
-* [http://accountingaddons.com.au/excelreportlink-gl-pivot-solution/subscribe/ http://accountingaddons.com.au/excelreportlink-gl-pivot-solution/subscribe/]
-== How to get multi-user access to ExcelReportLink Sales Pivot Solution ==
+Once located in the Shared folder '''[[How to Share BudgetLink on Network |Give full read/write permissions]]''' for the '''[[ExcelReportLink Folder]]'''s and the C:/Temp/ExcelReportLink folder of your local machine.
-If you require multiple users to use the software, you will either need to either:
+For each ExcelReportLink User, start ExcelReportLink for the first time by double clicking ExcelReportLink.exe file located in the [[ExcelReportLink Folder]].
-* Subscribe to '''ExcelReportLink Sales Pivot Solution Pro Edition'''
-* Subscribe to the multiple users feature.
-Subscriptions can be purchased from the following page.
+A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop.
-* [http://accountingaddons.com.au/excelreportlink-sales-pivot-solution/subscribe/ http://accountingaddons.com.au/excelreportlink-sales-pivot-solution/subscribe/]
+== How to get multi-user access to ExcelReportLink GL Pivot Solution ==
+If you require multiple users to use the software, you will either need to subscribe to ExcelReportLink Standard Edition or above
 == Related Topics ==
 * [[Features]]