MIGRATION: Sharing your Reckon One book with the Custom Conversion Team

Data RecData Rec Reckon Staff Posts: 816 ✭✭
edited December 2018 in Reckon One

Reckon One book sharing for Custom Conversions


Login to the Reckon Portal

          

On the left-side navigation select My Products and then Reckon One.

          



Share with the Custom Conversion Team

For the specific destination book that you want to interact with, click on the  three vertical dots 

          


Note that if you have customized your display view to list mode, it would look like this. 


Select Share with... then select User

           


Share your book with the Custom Conversion by entering the email address

[email protected] then click the Next button

      


Tick the Superuser access level



With access level as Superuseryou can now click the Save button

      


To confirm that the destination book is shared correctly, click on the  three vertical dots 

          

         

Select Share with... then select User

           


Now click on the View current shares link



You should see your own username, 

the custom conversion team designated as Reckon Support 

having shared access to the book with Superuser level.



Regards,

Reckon Data Recovery Team

You can request assistance via the case request web form below.

https://www.reckon.com/au/data-services-request/

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