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About Multi-user Controls

SMART Practice Aids'
Multi-User
 feature allows more than one user to work on different parts of an engagement while protecting against conflicts such as those created by users attempting to edit the same input screens.
When you first open SMART Practice Aids, you are asked to provide a username, which is used in facilitating a multi-user engagement. If necessary, you can later change your username by selecting an option from the
Tools
 >
Options
 >
Application Settings
 menu.

When Multi-User is Active

When Multi-User is active, each form is locked until one of the users chooses to edit the form. The user must respond to a prompt that asks "Would you like to Edit this form?" When leaving the form, the user is prompted to save changes and can specify whether to allow other users to edit the changed form.
Users can elect whether to activate Multi-User when opening an engagement. An option is also available from the
Tools
 >
Options
 >
Application Settings
 menu that lets the user turn Multi-User on or off for an engagement that is already open.
For best results in establishing a multi-user environment, users should be pointed to a shared database. For instructions on installing a shared database, visit SMART Practice Aids Product Support and download the
PPC's SMART Practice Aids Getting Started Kit
.

Multi-user in the Disclosure Module and Firm Library Application

Multiple users are not available in engagements using only the
Disclosure
 module. Only one user can have this type of engagement open for editing at any given time. The same also applies to users working in a firm library using the
Firm Library
 application. Only one user can have a firm library open for editing at any given time.

This article applies to:

  • Product: SMART Practice Aids