Sharing your Reckon One book with BOTH the Standard Conversion and Custom Conversion Team

Datarec

Sharing your book with both the Custom Conversion and Standard Conversion Teams

Login to the Reckon Portal

          

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

          

You will be sharing the destination book with the two teams who will be working on the migration of your data.

First, share the destination book with the Standard 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

           

Enter the username shivam.tuli@reckon.com then click the Next button



Tick the Superuser access level

With access level set as Superuser, you can now click the Save button

      
Repeat the process and share with the Custom Conversion Team, who will perform the migration of the Transactions records.

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

          

         

Select Share with... then select User

           

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

reckon_support@odyssey-resources.com 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 and the Standard Conversion team designated as Reckon Migration AU having shared access to the book with Superuser level

Bronwyn Workman

HAVE SET THIS UP