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Access Attaché: Copy user options from previous username when using Attaché on Access Evo

Updated over 2 weeks ago

In Attaché on Access Evo (previously called Access Workspace), you log in with a new username. This means that the following need to be transferred over from your previous username:

  • Report Options.

  • GL Financial Reports.

  • Transaction Screen Selections.

  • Shortcuts.

To copy user options from your previous username to the new username:

  1. Click the Access button.

  2. Click Products, Attaché.

  3. Choose Tools, Company, System, Copy User Options.

  4. In the From Username and From Company fields, select the user and the company you wish to copy from.

  5. In the To Username and To Company fields, select the user and the company you wish to copy to.

    1. Your new username would be in the format of [initial of your first name][last name]01 (E.g. Bob Smith would be BSMITH01).

  6. Tick all the required boxes in the Options to Copy section.

  7. Press Accept (F9).

  8. Repeat steps 3-6 to every company you require.

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