You will click on the settings button from the ribbon and select the Connection tab to enter your username and password. These should be the same credentials for other FutureSource products. If you do not have access to your credentials, please contact support at [email protected]
Once you have entered your credentials, validate and connect by pressing the Connect button. Once the connection is established you will have access to the buttons in the ribbon.
Connection |
|
Username |
Your Username should be the same across all FutureSource products |
Password |
Your Password should be the same across all FutureSource products |
Server URL |
Please use the default production URL, unless you have a custom URL for your organization |
Connection Type |
Connection type can be selected to use specific ports, select Automatic connection if your organization doesn't have port restrictions |
Connect |
Pressing "Connect" will enable your connection |
Restart Connection |
If connection is lost you may need to restart your connection. This will be prompted in the status bar if needed |
Restart Service |
If connection is lost you may need to restart your service. This will be prompted in the status bar if needed |