SalesPRO Roaming Workstations cannot use more than one Windows user account

Summary

SalesPRO software uses a File Sharing Service (Dropbox, OneDrive, etc.) for the syncing of data between a roaming workstation and a main system. All file sharing services store files on a per-user basis, which means that each Windows user has their own copy of the files. There is only one SalesPRO company database on the computer, and it is used regardless of which Windows user is logged in currently. Because of this, switching between Windows users will result in sync failures, since some of the sync files will be in the folder for one user, and some will be in the sync folder for another user.

Resolution

Solatech recommends that each Roaming Workstation user has their own computer.

If Roaming Workstation users will share a computer, the following must happen:

Each user will need to log in as the same Windows user.
Each user will log into the SalesPRO software using their own login.
The user will only see Quotes, Sales and Orders that are attached to their SalesPRO login.

Selecting and setting up a file sharing service for SalesPRO roaming sync
How to keep your roaming workstation sync process running smoothly
How to send quotes or sales from a Roaming Workstation to the Main system

Applies To

SalesPRO software

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SalesPRO Roaming Workstations cannot use more than one Windows user account

SalesPRO Roaming Workstations cannot use more than one Windows user account

Summary

Resolution

Related Articles

Applies To

Related Articles

I see the Alert "One or more Roaming Workstations are using a newer version of SWCS than this machine"

Selecting and Setting up a File Sharing Service for SalesPRO Roaming Workstation Sync

Controlling what Roaming Workstations see with the Watching feature

Setting up email for your Solatech Focus User Account

How to reset a roaming workstation