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What to do Before the File Manager Upgrade

  • Agree with your client which file is the correct/current version. 
  • If you have a client's file that has not been shared with you via m:drive and you have the current version:  
    • Email this file to your client for them to use as their current.  
    • Ask them to set up sharing with you in File Manager. This is now the only file you will both work on.  
  • If you have a client’s budget copy saved within your firm:  
    • Email this copy to your client and ask them to import the budget into their main file 
    • Ask them to set up sharing with you in File Manager. This is now the only file you will both work on. 
  • Make sure that anyone at your firm who uses Agrimaster knows their user number and password. 
  • We suggest you contact your IT department before upgrading in case the install requires certain permissions or exceptions added to your computer's anti-virus/firewall.

User numbers

You will need to decide within your firm whether you want to change the way you work with user numbers. If you decide to change the way you work, you will need to let your clients know as they may need to change their file sharing settings.

One firm/office with one user number

Pros:   

  • If multiple partners need access to the same file/s, it is much easier if they share a user number

Cons

  • Each time your password is changed, you'll need to inform any other Agrimaster users at your firm
  • Any files that have been shared with your user number will be downloaded onto any computer that your user number is logged into
  • You will not be able to track which partner has edited files

Each partner has their own user number

Pros

  • You have your own password
  • You are the only partner who can make edits to your client files
  • Only files you have access to will be downloaded onto your computer

Cons:

  • You can only see what has been shared with you
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