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.
- If you are not currently set up to use MFA, please check out our TruGrid Setup Guide Without MFA - For Windows
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:
- download the TruGrid Windows Connector from the following link: https://www.trugrid.com/downloads/winconnector.
- Once the download is finished, Open your downloads folder and run "TruGrid_Windows_Connector_Installer" as administrator
- Or install directly from within the browser
- Click Install on the following popup window:
- Click Install.
Logging into the Trugrid Windows Connector
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- Open Trugrid Windows connector on your Windows Device
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Enter your username and click "continue"
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Please consult Your Summit welcome email for your Trugrid username and password
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Please consult Your Summit welcome email for your Trugrid username and password
- In the next Window, enter your password and login.
- If it asks, enter your mobile phone number.
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You should now see your Trugrid server names.
Connecting to your server
- Hover your mouse over the desired server and click Connect to the right of the listed server you want to access.
- Read the End-User License Agreement for the TruGrid Connector software and click I Agree to proceed with the connection to your desktop.
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Windows Defender Firewall: Be sure both "network boxes" are checked, then click Allow access.
- For the RDP prompt, check the box for Don't ask me again… and then click Connect to finalize the connection to your desktop.
- 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.
- 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.
- Configure your preferred Settings and click Save when done.
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?
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