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Engagements

Allow Multi-User

You have the option, when opening an existing engagement, to allow multiple users to work on the engagement at the same time. Otherwise, other users who have access to the engagement will only be able to open the engagement in read-only mode.
To set the option to allow multi-user:
  1. On the
    File
     menu, click
    Open
     (or click the
    Open
     button on the tool bar).
    The Open Client Engagement window appears.
  2. Select the
    Allow multi-user for this engagement
     check box. This option allows multiple users to edit parts of the engagement at the same time.
    note
    Select the
    Do not allow multi-user for this engagement
     check box to restrict all other users to read-only access. The
    Do not allow multi-user for this engagement
     check box is the default selection.
If an engagement is already in use with the
Do not allow multi-user for this engagement
 check box selected, a lock symbol appears to the left of the engagement. If you attempt to open a locked engagement, a message informs you that you can only open the engagement as read-only.
To unlock a locked engagement:
  1. On the
    Tools
     menu, click
    Options
    , and then click
    Application Settings
    .
  2. Click the
    Multi-User
     tab of the
    Options – Application Settings
     window.
  3. Select the multi-user option that you want to apply to the engagement.
    note
    When switching from the
    Do not allow
     option to the
    Allow
     option, you must first save the engagement.

This article applies to:

  • Product: SMART Practice Aids