Add user in FetchSync / Update FetchSync

February 15, 2019

Use these instructions to add a new User to FetchSync for Exo.

Install the software/update on the required machine using these instructions

You can add a new user from your machine. It doesn’t have to be on the new user’s machine.

**Please note, from time to time changes are made in FetchSync which may change the layout, so these screenshots may not be exactly what you see. You should, however see the items you need to select possibly in a different part of the screen.

Enter the details of the new user and the level of access. Administrator gives full access and should be reserved for one person or at least should be very limited.

General users should be assigned the Admin User role.

Go to the Mapped User tab and map this user to a user profile in your accounting software.

Press OK

If you are using M-Files you also need to map the user to their M-Files Id.

You can add them to a User Group if these are set up.

 

 

 

 

 

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