Logging in to Easify - On Premises

Logging in to Easify - On Premises

Please note: These instructions relate to the On-Premises version of Easify only (not the cloud version.)

(If you are using the Cloud version, or log into Easify using a subscription you can follow the instructions here.

Overview

Before you can use Easify Pro you will need to log into it.

NOTE: If you have not yet setup any additional Easify user accounts, Easify will automatically log you in using the built-in Easify Administrator account. In this scenario you will not need to login.

By default the password for the Administrator account is blank, however it is advisable to change it to something more secure. Please note that Easify support does not have access to your passwords, so you will need to make sure that you remember them.

Click here for more information about running Easify for the first time.

Logging in allows Easify to determine what parts of Easify you are authorised to access, and also ensures that Easify is properly licensed according to your preferred licensing model.

You can create additional local Easify user accounts for your staff, and can assign each of them their own set of permissions so that they can only access the areas of Easify that are relevant to them.

Click here for more information about setting up additional local Easify user accounts.

NOTE: When you have added additional users on Easify, you will no longer be automatically logged in as Administrator, instead you will be presented with the login prompt and will need to enter an Easify username and password to access Easify. This will be the username and password set under Security->Manage Users.

Logging in

If you have added additional Easify users you will be prompted to login each time you launch Easify.

Simply enter your Easify username and password and click the Ok button to log in.

You are then ready to start using Easify.

When you have multiple Easify Servers (Companies)

If you have multiple Easify Servers available to you, i.e. you are running multiple companies in Easify, when you launch Easify Pro you will be shown the Company Picker, which displays a list of the available companies that you can log into.

Select a company from the list and click the OK button.

You will then be prompted to log into that company as usual.

NOTE: You can add as many additional companies as you need in Easify. However you will require an additional Easify Server license for each additional company that you install.

Click here for more information about installing an additional Easify Server.

Click here for more information about Easify Server Licensing.

Discovering New Easify Servers

If a new Easify Server has been installed on your network, it will not automatically appear in the Company Picker list.

You can discover new Easify Servers by using the Easify Connection Manager.

Click here to learn more about the Easify Connection Manager.

If you're not sure whether you're using Easify On-Premises or Easify Cloud click here for more information about Easify Licensing...

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