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Change a NetClient CS user's access to FileCabinet CS and Microsoft Office applications

Turn on a NetClient CS user's access by selecting their name, choosing Virtual Client Office, marking necessary applications, and setting data location as private or profile.
  • FileCabinet CS gives a safe storage location for your clients' electronic documents.
  • The following Microsoft Office applications are available through Virtual Client Office:
    • Excel
    • OneNote
    • Outlook
    • PowerPoint
    • Publisher
    • Word
    note
    To access Microsoft Office applications within the Virtual Client Office environment, the user will need to have a Microsoft 365 (M365) account in their organization's own M365 tenant.
Follow these steps to give a NetClient CS user access to FileCabinet CS and/or Microsoft Office applications.
note
If your firm licenses Accounting CS through Virtual Office CS or Software as a Service (SaaS), you can give your clients access to Accounting CS Client Access through the Virtual Client Office.
  1. In the
    Admin
     tab of the navigation pane, go to the NetClient CS section and select
    Users
    .
  2. In the Users list, go to
    Find
     and enter any part of the user's name or sign in information to locate the user and then select the user's name.
    Delete your entry in
    Find
     to view the full list of users.
  3. Select
    Enable
     for Virtual Client Office (CS).
  4. In the Product pane, mark the checkboxes for the applications the user needs to access.
  5. In the
    Data Location
     pane, select 1 of the following options:
    1. Private.
       Select this option if the client won't share FileCabinet CS and/or Microsoft Office application data with any other NetClient CS users or profiles.
    2. Profile.
       Select this option if the client will share FileCabinet CS and/or Microsoft Office application data with other NetClient CS users. In the Profile pane, mark the checkbox for the correct profile. (To add a profile, select
      Add Profile
      , enter a name for the profile, and then select
      Create
      .)
    If you need to change a NetClient CS user's data location (Private or Profile), you'll need to back up the client's FileCabinet CS application data, change the data location, and then restore the data into the FileCabinet CS application.
  6. Select
    Enter
    .

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