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

Data Rec

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 Superuser, you 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.