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Use RSO Connect to run multiple customers

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Question / Problem: 

I want to use one admin user for RSO Connect to run multiple customers.

When using a customer group admin I only get access denied.

Answer / Solution: 

To download for all customers

Enter your partner admin account in Readsoft Online Connect. 
When you have setup your partner user account in Readsoft Online Connect, clicked through the configuration and saved, you will see that subfolders for all customers has been created in the directory you have specified for XML output.

To upload for all customers

Enter your partner admin account in Readsoft Online Connect. 
When you have setup your partner user account in Readsoft Online Connect, select Upload documents to Readsoft Online, set root folder and created a folder structure (use the auto button).

ROC for multiple customers.png

Click through the rest and save. 

You will see that subfolders for all customers has been created in the directory you have specified for file upload.

ROC upload folders.png

To select what customers to download

Enter your partner user account in Readsoft Online Connect. In the user account, select what customers you have access to.
When you have setup your partner user account in Readsoft Online Connect, clicked through the configuration and saved, you will see that subfolders for all selected customers has been created in the directory you have specified for XML output.

To select what customers to upload files for

Enter your partner user account in Readsoft Online Connect. In the user account, select what customers you have access to.
When you have setup your partner user account in Readsoft Online Connect, select Upload documents to Readsoft Online, set root folder and created a folder structure (use the auto button).

Click through the rest and save. 

Just like for when you use a partner admin you will see that subfolders for the customers the user has access to has been created in the directory you have specified for file upload.

Note!

For download of output files you have to make sure there only one target system using Online Connect, like XML locally, activated in the partner and customer level. Remember that target systems like API, and some target systems like PDAP and Hogia also uses Online Connect.

For upload you can upload for customers that doesn't have XML locally as target system.  

Customer Groups

Remember Online Connect can only export one level down. If you use a partner user or admin you can only export for customers outside customer groups.

When using Online Connect for upload and using a partner user, remember you can only give a partner user customer access to customer accounts and whole groups directly under the partner, not specific customers in a customer group.

Using a customer group user of admin in Online Connect is not possible. It will create an access denied.

 

Applies to:  

Product Version Category
Readsoft Online 10 Online Connect

 

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