This guide follows on from how to set up MyQuickCloud for the first time, so if you haven’t gone through that guide, we’d recommend taking a look there first. This guide will tell you how to get your users started – one of the great things about MyQuickCloud is that you can get your user setup so they’re immediately ready to start working, you don’t need to get them to finish off any of the steps.
All of these steps can be done from your host computer or from any remote computer, it doesn’t have to be your user’s chosen remote computer.
If you prefer you can watch our getting started video at the bottom of this guide.
If you are still in your 7-day trial you have 5 free users to play with here and can skip to step 2. If not you’ll first need to add users to your subscription. To do this:
This step can be done online or in the desktop app but we’re going to show you how to do it online as that’s where we changed our subscription so now:
Finally, you can select which apps your new user has access to. To do that, select your new user from the list on the left and then click the edit icon next to applications on the right hand side of the page. Alternatively, you can create a new app by choosing Cloud > Apps from the main menu.
If you are looking to share your host computer with new users it’s best to choose MyWorkspace. If you are wanting to connect to an existing Windows desktop, it’s best to choose MyDesktop. A more complete explanation can be found in our knowledgebase – Do I choose MyWorkspace, MyDesktop or MyApplication?
If you want to add an individual app (MyApplication) to your user’s dashboard and not give them a full workspace you’ll need to do this last step in the desktop application. Watch our video below to see how.
It can be very embarrassing handing something over, especially to a client, for them to come back and say it’s not correctly set up. So this final step lets you ensure your user’s dashboard is working and ready to go the moment you hand it over to them.
If you’re using QuickBooks, take a look at our guide on how to get started with QuickBooks, specifically step 3 which tells you how to open QuickBooks for the first time for your user so it appears in their Company Files list.
Turn your sound on to hear the instructions, or turn on the captions using the toolbar at the bottom of the video