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TruGrid Setup Guide Without MFA - For Windows

  • Updated


TruGrid Connector for Windows is Summit’s new tool for server access. It features optional Multi-Factor Authentication (MFA) and allows access via both an application and a web portal, providing enhanced security and easier access anytime, anywhere.

Requirements:

  • Trugrid credentials (Found in your Summit Welcome email)
  • Windows 10/11
  • An Android or Apple Smart phone capable of SMS and/or downloading apps for their applicable app stores.

Installing Trugrid Windows Connector:

  1. download the TruGrid Windows Connector from the following link: https://www.trugrid.com/downloads/winconnector.
  2. Once the download is finished, Open your downloads folder and run "TruGrid_Windows_Connector_Installer" as administrator
    • Or install directly from within the browser
  3. Click Install on the following popup window:Picture1.png
  4. Click Install.

Logging into the Trugrid Windows Connector

    1. Open Trugrid Windows connector on your Windows Device
    2. Enter your username and click "continue"
      • Please consult Your Summit welcome email for your Trugrid username and password
    3. In the next Window, enter your password and login.
    4. If it asks, enter your mobile phone number. 
    5. You should now see your Trugrid server names.
  1.  

Connecting to your server

  1. Hover your mouse over the desired server and click Connect to the right of the listed server you want to access.
  2. Read the End-User License Agreement for the TruGrid Connector software and click I Agree to proceed with the connection to your desktop.EULA.png
  3. Windows Defender Firewall: Be sure both "network boxes" are checked, then click Allow access.Windows_Firewall.png
  4. For the RDP prompt, check the box for Don't ask me again… and then click Connect to finalize the connection to your desktop.TG_Login_5.png

     

  5. A desktop should load, indicating you've logged into your server!

*Additional Option Steps

You can adjust settings for better display results, folder or printer redirection, and more when logging into your server.

  1. To configure Settings, click the drop-down menu on the top right corner of the TruGrid Windows Connector, then click Settings from the drop-down menu.TG_Windows_5.png
  2. Configure your preferred Settings and click Save when done.TG_Windows_Optional_2.png

 

FAQ's and Related Articles:

How To Configure Folder Sharing Through TruGrid On MacOS

How do I move my data from my computer to my server?

How do I locate my company file the first time I open QuickBooks? 

How do I locate my company file the first time I open Sage? 

How do I set up my printers to work from the server?

How do I adjust my screen resolution? 

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