Getting Started with My Account

Welcome to the Getting Started with My Account 2.0 page! If you’re looking at this page, chances are you’re new to Right Networks. See the topics below to help you get started.
  • Introduction

    In this article you will get familiar with the terms used within Right Networks and have a roadmap for getting your account configured so you’re ready to work in the cloud.

    How do I get set up?

    Initial setup of your account is handled by the Account Owner. There are several tasks that need to be completed to successfully set up users for cloud access. Upon initial login to My Account, the Account Owner is presented with an account setup assistant that will configure the initial users for your account. The subsequent articles on this page are listed in the order we suggest you configure your account and provide tips and tricks on how to customize your Right Networks experience.

    1. Purchase Packages. If you haven’t pre-purchased hosting package from the sales team, you’ll want to first think about how many people need access to the remote desktop environment. Once you have a number in mind, purchase the number of packages you need. Each person needs their own package but this can be changed at any time.
      Add QuickBooks licensing. Adding QuickBooks licenses to your account makes the licenses available to your remote desktop users. They can then assign it themselves or you can assign it for them.
      Add your users. For example: you may have many users on the account for administrative purposes, but only those with packages assigned to them will have access to the remote desktop client. When you create users as the Account Owner, you also can assign the Admin, Billing, Support, User (catalog) and User (no catalog) roles. See the “Adding a user” section for details on user roles.
      Configure folder access. By default, if you create a user under your organization that user will have access to all folders under the organization. If you have a user who only works in shipping and you don’t want them to see folders that are related to invoicing or sales receipts, you can hide that folder from their view.
      Add applications. Regardless of whether your users are enrolled in QuickBooks Cloud, Business Cloud, or Application Cloud, QuickBooks can be added to any user with a hosting package attached. Third party applications can be added to users enrolled in Business Cloud or Application Cloud.

    Now that you’ve learned a bit about our system, feel free to click on any of the topics below. Click here to watch our webinar on how to use My Account.

  • Account Setup

    As an Account Owner, you will be the first to receive your activation email after creating an account. You will first create a password, sign into My Account, and verify your information. When that is complete, you will enter an account setup assistant that will help you add QuickBooks licensing, create additional users, and assign cloud hosting packages to those users.

    Note: This tool should only be used for top-level accounts. If you are a CPA firm or would like to have client accounts, please only create your firm users here. Your client organizations and users will be created after the initial setup.

    1. Sign in to My Account.
    Note: Your user must have the Account Owner privileges.
    2. Review the information entered by you or your sales agent, and click “Next“.

    Tutorial2

    3. On the next page you will add QuickBooks licenses to your organization’s license pool. You have the option to provide owned QuickBooks licenses, purchase, or lease licenses. Click on Add License and fill in your license information. When you are finished, click Next.

    Tutorial2

     

    4. When you’ve completed adding QuickBooks licenses, choose a package for the Account Owner. A package is required to login to the remote desktop and use QuickBooks. If the Account Owner is not going to login to the remote desktop you can choose No Package.

    Tutorial

    5. On the “Add Users & Assign Packages” page, you will add additional users, assign hosting packages, and deploy QuickBooks to your cloud-enabled users. Click the “Add User” button to begin.
    Tutorial Step 5
    6. Fill in the information below. Each user must have a unique and valid email address. If you click Next, the user will automatically receive a welcome email with instructions on how to set up Right Networks. If you want to send these instructions later instead, uncheck Send this user their welcome email after they’re created.
    Add A New User
    7. After you’ve entered the required information for your new user, choose a hosting package to assign.
    Note: If you assign a package and do not have any available, an additional package will be purchased for your account.
    Getting Started Step 7
    8. Once you’ve selected a package, click “Add User”.
    9. On the next page you’ll deploy a QuickBooks license to your new user. During this process, you will only be able to deploy one license, however, you or your users will be able to install additional copies of QuickBooks. Please see the QuickBooks Licensing article for detailed instructions.
    Deploy QuickBooks
    10. Repeat steps 5-9 until you’ve added all of your users. When you’re finished, click “Next” on the main screen. Finally, click Continue to My Account to complete your account setup.

  • Purchasing and Assigning Packages

    If you’ve created a user and need to enable cloud access, you’ll have add a hosting package. There are two ways of adding packages to users – from the organization level or from the user level. Please use the instructions below to add a hosting package to a user.

    Purchasing a Package

    1. Sign in to My Account.
    Note: Your user must have the Account Admin or Account Owner privileges, adding packaging is only allowed for these two types of admins.
    2. Click the tab labeled “Packages & Add-ons”.
    3. Click on the “Change Package Mix” button.
    Getting Started Guide
    4. Use the “+” and “-“ signs at the top of each package container to remove or add packages to your account.
    Note: You cannot remove more packages than you have assigned.
    Adjust Packages
    5. Once you have finished adding or removing packages, scroll down to the bottom of the page and review your changes. Once you are satisfied, click “Save Changes”.
    6. You should now be able to assign packages from the “Packages” tab.

    Assigning a Package (Organization Level)

    1. Sign into My Account.
    Note: Your user must have the Account Admin or Account Owner privileges, adding packaging is only allowed for these two types of admins.
    2. Click on the tab labeled “Packages”.
    3. Click on the name of the package you want to add to the user
    Assign Packages
    4. Click on the “Assign package to user(s)” button.
    5. Click on the check box next to the user(s) you want to add the package to.
    6. Click “Assign”.
    Changing User Packages
    Assigning a Package (User Level)

    1. Sign in to My Account.
    Note: Your user must have the Account Admin or Account Owner privileges, adding packaging is only allowed for these two types of admins.
    2. Click the tab labeled “Users”.
    3. Click on the user you want to add the package to.
    4. Click the “Change Package” button.
    Manage user
    5. Click on the package you would like to add to the user.
    6. Click “Change User’s Package”.
    Change Package
    After adding an available package to a user they will then be able to log in to the Right Networks environment.

    Note: They will also need to have a QuickBooks license and folder access assigned to utilize Right Networks as intended. To learn how to do these tasks please visit the other FAQ articles available.

  • Adding a User

    You can add as many users as you would like to Right Networks but only users with a package can access the Right Networks environment. To add a user to your organization, please follow the steps outlined below.

    1. Sign in to My Account.
    Note: Your user must have the Account Admin or Account Owner privileges.
    2. Click on the tab labeled “Users”.
    3. Click on the “Add User” button and enter the requested information.
    Adding a user
    Note: Each subscription can only have one Account Owner. The different roles are defined as:

    Account Owner: Able to perform any actions needed for the account, including, but not limited to: adding or removing users, managing packages, modifying or canceling an organization.
    Account Admin: Can perform most actions, including creating new users, managing packages, and managing licenses.
    Billing Admin: Can manage packages, licensing, and update billing information.
    Support: Can view users, perform password resets, unlock accounts, and resend welcome emails.
    Users: Regular accounts that can log in to their hosted desktops and perform some basic self-management actions
    Users (no catalog): Accounts cannot get to the App Catalog and won’t be able to deploy their own apps.

    What do the different roles mean?

    In our system, we use a few different terms for the user roles. Each of those roles have different responsibilities.

    An Account Owner has master control over the account. This user can modify all aspects of the account. As the master user, the Account Owner is the only user who can assign another user as the Account Owner. The Account Owner can also delegate tasks to other users such as an Account Admin or Billing Admin.

    An Account Admin serves as backup to the Account Owner. Admins can add or remove users, purchase or lease QuickBooks licenses, or complete tasks on behalf of the Account Owner. Admins cannot reset the Account Owner password.

    A Billing Admin is intended to manage hosting packages, QuickBooks licensing, and can also update billing information for the account. Billing admins cannot login to the remote desktop

    Support contacts can manage basic tasks on behalf of users. Support contacts have visibility to all users on the account and can reset passwords, resend activation emails, and unlock a user’s account if they get locked out from too many bad password attempts. Admins cannot reset the Account Owner password.

    Finally, User (catalog) and User (no catalog) users are standard users with no special permissions. A User (catalog) can add QuickBooks* to their desktop if they have a package attached. Users (no catalog) cannot add their own applications and must have applications added by the Account Owner or an Account Admin.
    * If the attached hosting package includes third party applications, only applications included in that specific package can be added.

    4. Once all information is completed, click the “Next” button.
    5. On the next page, select a cloud package for the new user. If the new user does not require access to the hosted desktop, select “No Package”.
    Note: If you assign a package and do not have any available, an additional package will be purchased for your account.

    New User Package

    6. Once you’d assign a package, click “Add User“. The new user will automatically receive an activation email.

    Once the user has been added you can then perform the additional tasks necessary to get them set up such as granting them folder access, adding QuickBooks licensing and adding additional applications.

  • QuickBooks Licensing

    To add a QuickBooks license to yourself or another user, please follow the steps outlined below.

    Adding a License to your License Pool

    1. Sign in to My Account.
           Note: Your user must have the Account Admin or Account Owner privileges, adding licensing is only allowed for these two types of admins. Also note that each Organization (including client Organizations) has separate QuickBooks licensing.
    2. Click on the folder, company, or sub-division that corresponds with the user you wish to add the license to. If there is only one company listed in the folders list, click on that on
    3. Click on the tab labeled “Licenses” on the right.
    4. To buy or lease a QuickBooks license, click the button labeled “Buy & Lease Licenses” and then fill out the information associated with the QuickBooks license you wish to purchase.
    5. To add a license you have already purchased and/or own, click the “Add License”.
           Note: The check box related to automatically assigning the license does not install QuickBooks on a newly created user’s desktop. It assigns the license to the license pool, making it visible in the list of applicable QB products for your users.
    6. Once all information is filled in, click “Add License.”

    Add a License

    7. If you did not check off the box to automatically assign licenses to users when they install QuickBooks, you will need to add the license to a user’s license pool. Start by clicking on the license string as it appears in the list. This will bring you to a new page.

    8. Click on the button that reads, “Associate user(s) to license.”

    Associate QuickBooks License

    9. Click the check-boxes next to any users needing access to this license. You can also use the search bar to search for any users that you do not see.

    10. Click “Assign” to apply the license. You will then need to add the QuickBooks application to the user’s desktop, which is documented below.

    Adding QuickBooks to a User’s Desktop
    Once the license has been assigned to a user, QuickBooks must be installed on their remote desktop. This can be done by either an Account Owner, Account Admin, or the user themselves.

    For Account Owners and Account Admins:

    1. Select the “Users” tab.
    2. Click on the specific user you wish to apply the license to.
           Note: The user must have a package associated with them to allow the addition of applications.
    3. Within the specific user page, click on the middle “Apps you can install”.
            Note: All QuickBooks versions will be listed here, you can use the search bar to quickly find the version for which you own a license.
    4. Click on the appropriate QuickBooks version and then click “Install App” in the pop-up that follows.

    Install App

    For End-Users:

    1. Sign into your My Account portal with your e-mail address & password.
    2. Select “Apps you can install” tab.
    3. Use the search bar to find the QuickBooks version you need to install and click on the app.
    4. Click “Install App” in the upper right-hand corner of the pop-up.

    If your user is currently logged into the Right Networks Remote Desktop, they must log out safely and log back in again in order for QuickBooks to successfully launch. If they do not see it, try re-adding the application.

  • Folder Management

    For users to be able to share data and collaborate on QuickBooks company files within the Right Networks environment they will need to have access to the same company folder. If you want to add or remove a folder for your organization, you will need to use My Account. If you need to grant or remove access to existing folders, please see the “Folder Access” article for detailed instructions. Detailed instructions for adding or removing folders through My Account are below.

    Important Notice!

    Due to the nature of our hosted environment, folders must be created or removed from within My Account. Please do not attempt to move, rename, add, or remove folders from within the Right Networks environment, as our system will not recognize these actions. If you alter a folder’s name or location while logged into Right Networks, this will affect performance for all users within your organization. The only task that should occur in File Explorer is moving or renaming data files.

    To Add a Folder:

    1. Sign in to My Account.
           Note: Your user must have the Account Admin or Account Owner privileges, adding packaging is only allowed for these two types of admins.
    2. Select the “Access Management” tab.
    3. Select the parent or client organization you would like to create the folder for.
    4. Click the icon of the folder with a “+” sign.
    5. Type in the name of the folder and click the “Add Folder” button.

    Southeast Branches

     

  • Folder Access

    The following article will walk you through granting users access to the company folders as well as revoking access to company folders when the users no longer need access to it.

    Granting a User Access:

    To grant a user access to a folder in Right Networks:

    1. Log into My Account.
           Note: Your user must have the Account Admin or Account Owner privileges, granting access is only allowed for these two types of admins.
    2. Select the “Access Management” tab.
    3. Select the folder or client you are looking to give someone access to from the section to the left.
      1. If you are granting access to a client, you will automatically be brought to the Access Management options.

    Granting Access

    2. If you are granting access to a folder, click “Access Management” again.

    Granting Access

    4. Select “Grant Access”.

    5. Search for the user you would like to give access, by either first or last name.

    6. Select the user from the list.

    Granting Access

    7. Once the user shows up in the listing, click the Assign button. You can add multiple users to the list before clicking assign.

    8. Click the “Assign” button.
    Note: If the user is logged into the Right Networks Remote Desktop while access is granted they may need to cycle their session (Start > Log Off, then log back in) before they can successfully see the folder.

    Revoking User Access

    1. Log into My Account.
           Note: Your user must have the Account Admin or Account Owner privileges, revoking access is only allowed for these two types of admins.
    2. Select the “Access Management” tab.
    3. Select the folder you are looking to revoke the user’s access from in the section to the left.
    4. Select the check box next to the user’s name
    5. Click “Revoke Access”.

    Remove Access

    Note: If the user is logged into the Right Networks Remote Desktop while access is revoked they may need to cycle their session (Start > Log Off, then log back in) before they will no longer see the folder.

    Once you have completed revoking the user’s folder access the user will no longer have access to the chosen folder within the Right Networks environment.

  • Adding Additional Applications

    To add applications besides QuickBooks to yourself, you must have a package of Business Cloud or higher. If you need to change your package, see the “Purchasing and Assigning Packages” article.

    For Account Owners and Account Admins:

    1. Log into your My Account portal via the website.
    2. Select the “Users” tab along the top.
    3. Click on the specific user you wish to add applications to. It should take you to a webpage with information about that user.
    4.  Click on the tab “Apps you can install”.
      Note: You can click “Hide QuickBooks” to ensure you are only looking at supplemental applications that you can add.

    Adding QuickBooks License

    5. Click on the application you wish to install from the list.
    6. A pop-up should open with a brief description of the application. Click “Install App.”

    For End-Users:

    1. Sign into your My Account portal with your e-mail address & password.
    2. Select the “Apps you can install” tab.
    3. Use the search bar to find the application you need to install and click on the app.
    4. Click “Install App” in the upper right-hand corner of the pop-up.

    Note: If you are logged into the Right Networks Remote Desktop while the application is being installed, you may need to cycle your session (Start > Log Off, then log back in) before you can successfully use the application.

  • Update Billing Information

    To update your billing information, please follow the steps outlined below.

    1. Sign in to My Account.
           Note: Your user must have the Billing Admin or Account Owner privileges, updating billing is only allowed for these two types of admins.
    2. Click on the far-right tab in your My Account portal, labeled “Billing”.

    Billing Info

    3. Click on the “Update Payment Method” button in the top left of the tab.

    4. You can change either the billing contact, the credit card stored on file, or both. Once you have updated all applicable fields, click “Update Payment Method”.

    Card Info

    Once you have completed these steps your updated payment information will show in the “Billing” tab!

  • Common Technical Support Articles

Want to hear from us?

Join our mailing list and get all of the latest news delivered straight to your inbox.