HOSTED IKC

  • 1
  • Question
  • Updated 3 years ago
I am a professional partner and I am trying to become a user on one of my clients Hosted file. Can someone please give me some tips how to do this.
Photo of JO-ANNE

JO-ANNE

  • 2,872 Points 2k badge 2x thumb

Posted 3 years ago

  • 1
Photo of Kay Laws Accredited

Kay Laws Accredited, Accredited Partner

  • 3,454 Points 3k badge 2x thumb
Hi Jo -Anne,

Your client will need to share their file with you, they can do this through the control panel
Photo of JO-ANNE

JO-ANNE

  • 2,872 Points 2k badge 2x thumb
Hi Kay, I currently use my clients login and have gone into the control panel to set me up. It asks me for my IKC, but I don't believe I have received one for Hosted.
Photo of Adrian

Adrian

  • 3,640 Points 3k badge 2x thumb
If you are a Professional Partner you will have your own Reckon ID.

You don not add yourself as a user in the control panel.

In the Control Panel you share the data file and enter in your Professional Partner ID eg. 123456-1

The client logs in with their ID and you log in with your ID.
Photo of JO-ANNE

JO-ANNE

  • 2,872 Points 2k badge 2x thumb
Hi, I have had to get Reckon set me up manually, but of course now they are not available. I am able to access my client's file however, when I open the file the login page comes up. When my client is logged out I can go in using her user name, but when she is logged in, I cannot gain access.
Photo of Adrian

Adrian

  • 3,640 Points 3k badge 2x thumb
In the data file set yourself up with a user account and set the permissions you require.
Company Tab Users

Ensure that the file is in multi user mode, then you both can be logged in at the same time.
File Menu to switch.

The will be some things that will need to switch back to single user mode to do, importing iif files, backups, some changes to chart structure.

Adrian
Photo of JO-ANNE

JO-ANNE

  • 2,872 Points 2k badge 2x thumb
I am having all sorts of problems.
I have set myself up as a user in the company file
I have shared the fileĀ 
I have logged in under my user id and tried logging into company file
none of this is working
what have I missed?
does it have to be this hard
Photo of Kay Laws Accredited

Kay Laws Accredited, Accredited Partner

  • 3,454 Points 3k badge 2x thumb
Have you made sure as Adrian suggested that the file is in multi user mode?
Photo of JO-ANNE

JO-ANNE

  • 2,872 Points 2k badge 2x thumb
Yes it's definitely in multi user