Article ID: 2862
Last updated: 24 Mar, 2020
The following steps should allow users to add a new user/machine to CloudConnect. There are three main steps.
Please Note: The following information will be required in order to complete these tasks successfully.
Setting up a new user in CloudConnectThe admin or an administrator level user will need to log in to TaxCalc CloudConnect to set up the new user.
Detailed steps on how to do this can be found in the article How do I set up a user? where steps 1-4 need to be completed. When complete, the user will of course be able to use TaxCalc from any machine that has the program loaded on it. Adding TaxCalc to the computerUsers now need to download the latest installer for TaxCalc.
See the below video as an example of installing with the secondary licensing credentials: Alternatively please see the below written instructions.
Logging in as the user for the first timeUsers should now be taken to the username and password screen.
TaxCalc CloudConnect is now configured and working on this machine.
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