© Tally Solutions Pvt. Ltd. All Rights Reserved 1 Control Centre December 09

© Tally Solutions Pvt. Ltd. All Rights Reserved 2 Objectives Control Centre The main functions of control centre oManaging Licenses oCreating and Managing Users oCreating and Managing Security levels for Users oManage Company Profile oChange Passwords oPartner Search

© Tally Solutions Pvt. Ltd. All Rights Reserved 3 Control Centre The Control Centre available on the Tally Solutions website will simplify the task of managing various activities associated with licenses. Every Shoper 9 customer gets an account. This account is called a Tally.NET Account ID (frequently referred to as Account ID). This is basically a short and easy to remember name for your organisation, for example, AcmeCorp. Every Account has one Account Administrator, recognised by an ID. An account with only one site (one serial number) is called a Single Site Account. An account with multiple sites (more than one serial number) is called a Multi Site Account.

© Tally Solutions Pvt. Ltd. All Rights Reserved 4 Single Site Account For a single site account, your Account ID and Account Administrator's ID will be created based on the ID provided during the license activation process. For example, This will be treated as the Account ID as well as the Account Administrators ID This Account Administrator will be able to manage the license operations such as, surrender license and view the details of a license through the control centre

© Tally Solutions Pvt. Ltd. All Rights Reserved 5 Multi Site Account In Multi Site Account all the sites will be linked to an Account ID Every Account has one Account Administrator, recognised by an ID Each site will have a Site ID Also, Every site will have one Site Administrator, recognised by an ID You can choose and change the name you want to use as the Account ID but it has to be unique across all the customers of Tally To ensure uniqueness, it is recommended that you use an ID as the Account ID

© Tally Solutions Pvt. Ltd. All Rights Reserved 6 Start Control Centre Open Enter the Tally.NET User ID and Password

© Tally Solutions Pvt. Ltd. All Rights Reserved 7 Control Centre In the My Tally.NET Account(s) window, Click the Account ID

© Tally Solutions Pvt. Ltd. All Rights Reserved 8 Control Centre The Account Profile Management window Used to change the Account ID, Account Admin details

© Tally Solutions Pvt. Ltd. All Rights Reserved 9 Control Centre Licensing & Configuration: Configure and perform license operations such as confirm, reject the license, surrender license and display the detail of license User Management: Create Users and assign security levels Account Profile Management: Maintain details related to your account and change account ID Change Account Admin: Change the Account Administrator ID Knowledge Base: For information and answers to queries regarding various aspects of the product

© Tally Solutions Pvt. Ltd. All Rights Reserved 10 Licensing & Configuration The License & Configuration can be accessed by Tally.NET users based on provided permissions The Account administrator can perform license operations such as, Surrender, Confirm, Reject, Change Site administrator and Change Site ID The Site administrator can perform license operations such as, Surrender and Change Site ID

© Tally Solutions Pvt. Ltd. All Rights Reserved 11 List License The information related to each site/ license, such as Site Id, Site administrator, Serial Number, Product Type, Status etc. can be viewed in this screen. Go to License and Configuration > List of Licenses

© Tally Solutions Pvt. Ltd. All Rights Reserved 12 Licensing & Configuration The license status is as follows: oActive: Indicates that the site/ license is in operation oSurrender: Indicates that the site/ license has been surrendered oPending for Confirmation: Indicates that the sites/ licenses are pending for confirmation from the Account administrator o Suspended: When license violation occurs more than 3 times oRejected: Indicates that the site/ license is rejected by the Account administrator

© Tally Solutions Pvt. Ltd. All Rights Reserved 13 Licensing & Configuration Click Action If the site/ license status is Active then Display License View, Change Site Admin, Change Site ID and Surrender appears in the drop down

© Tally Solutions Pvt. Ltd. All Rights Reserved 14 Licensing & Configuration Display License View: Click to view the basic information, license details, version details, edition details, configuration details, co-existence information, address and contact details of the site/ license. Change Site Admin: Click to change the Site Administrator ID. Change Site ID : Click to change the Site ID. Surrender: Click to surrender the site/ license.

© Tally Solutions Pvt. Ltd. All Rights Reserved 15 Licensing & Configuration Cautions to be taken while surrendering license The surrender option is used when Shoper 9 has crashed and you want to surrender the license. In case you surrender your license using control centre when it is being used by Shoper 9, then license violation occurs. Your license will get cancelled if the violation occurs more than 3 times.

© Tally Solutions Pvt. Ltd. All Rights Reserved 16 Licensing & Configuration If the site/ license status is Pending for Confirmation then Display License View, Change Site Admin, Change Site ID, Confirm and Reject appears Confirm: To confirm the activation of the site Reject: To reject the activation of the site

© Tally Solutions Pvt. Ltd. All Rights Reserved 17 User Management The User Management section in the control centre helps to manage the users belonging to an account. You can oCreate Users oAssign Security Levels oList Users and oList Security Levels Note: While creating users you will have to select the security levels. Default security levels such as Owner and Standard User is available. If you require additional security levels create it before creating the users.

© Tally Solutions Pvt. Ltd. All Rights Reserved 18 Create User Go to User Management > Create User Select the predefined security level of the user Enter the Tally.Net ID Click Save to create the new user

© Tally Solutions Pvt. Ltd. All Rights Reserved 19 List User Go to User Management > List of Users Lists of User(s): Displays the information related to each user, such as Security Level, Tally.NET ID, type of remote user, Site ID, Status, etc.

© Tally Solutions Pvt. Ltd. All Rights Reserved 20 Alter User Click Action Select Alter User

© Tally Solutions Pvt. Ltd. All Rights Reserved 21 Alter User In Alter User window Select predefined security level of the user Alter the Tally.NET ID if required (It is allowed only if the user is not an administrator) Click Save

© Tally Solutions Pvt. Ltd. All Rights Reserved 22 Security Levels The Security Level is created to provide necessary rights to the user. By default Owner and Standard User security levels are available. Owner: Owner will have all the rights except the License operation rights such as, surrender, confirm and reject. The rights of the Owner cannot be changed. Standard User: By default the Standard User will have only rights for Support Centre operations and can view the Control Centre. He will not be able to perform any operations. You can change rights of standard user. The default access rights available are: oManage Configuration. oManage Security Levels. oManage Support Centre. oManage Users.

© Tally Solutions Pvt. Ltd. All Rights Reserved 23 Create Security Level In Create Security Level window Enter the name of the new security level Select the rights that can be provided to the security level Click Save to create new security level

© Tally Solutions Pvt. Ltd. All Rights Reserved 24 List Security Levels In List of Security Levels window You can view the List of Security Levels

© Tally Solutions Pvt. Ltd. All Rights Reserved 25 Alter Security Level Click Action Select Alter

© Tally Solutions Pvt. Ltd. All Rights Reserved 26 Alter Security Level In Alter Security Level window Alter the rights of the security level Click Save

© Tally Solutions Pvt. Ltd. All Rights Reserved 27 Account Profile Management The Account Profile Management window can be accessed only by the Account Administrator and Owner The Address details and Contact details can be set/ changed or viewed in this window The basic account details, such as Account ID, –ID of the Account Administrator, type of account, etc. can be viewed

© Tally Solutions Pvt. Ltd. All Rights Reserved 28 Change Basic Details Go to Account Profile Management > Basic details Click Action Select Change Basic Details

© Tally Solutions Pvt. Ltd. All Rights Reserved 29 Change Basic Details In Change Basic Details window Select Organisation and enter the basic details such as Account Name, Website address Select Individual if you are an individual using Shoper 9

© Tally Solutions Pvt. Ltd. All Rights Reserved 30 Change Account ID If you wish to change the Account ID Select Change Account ID

© Tally Solutions Pvt. Ltd. All Rights Reserved 31 Change Account ID In Change Account ID window Enter the new Account ID Click Save to change the account ID

© Tally Solutions Pvt. Ltd. All Rights Reserved 32 Set/ Change Address Details If you wish to change address details Select Set/ Change address details

© Tally Solutions Pvt. Ltd. All Rights Reserved 33 Set/ Change Address Details In Set/ Change Address Details window Enter the Mailing Details such as Address, phone numbers, billing address, mailing address, shipping address, etc. Click Save to create/ modify address details.

© Tally Solutions Pvt. Ltd. All Rights Reserved 34 Set/ Change Contact Person Details If you wish to change Contact Person Details Select Set/ Change Contact Person Details

© Tally Solutions Pvt. Ltd. All Rights Reserved 35 Set/ Change Contact Person Details In Set/ Change Contact Person Details window Enter the Contact Person Details such as Salutation, Name, Job Title, E- mail, Mobile number etc Click Add More to add more contact person details Click Save to create/ modify contact person details

© Tally Solutions Pvt. Ltd. All Rights Reserved 36 Change Account Administrator This option can be utilised to change the account administrator Click Change Account Admin Enter the old account admin id Enter the new account admin id Click Save to accept the changes

© Tally Solutions Pvt. Ltd. All Rights Reserved 37 Account Administrator Id In case of Single Site, the administrator can perform only Surrender operations for his site Erroneous updation of Account administrator ID will affect the licensing function of your organisation

© Tally Solutions Pvt. Ltd. All Rights Reserved 38 Points discussed Control Centre oIntroduction to Control Centre oIntroduction – Single Site Account oIntroduction – Multi Site Account oUsage and functionality oLicensing & Configuration oUser Management oSecurity Levels oAccount Profile Management

© Tally Solutions Pvt. Ltd. All Rights Reserved 39 Thank You