TruGrid Basic Setup Guide For Mac - Summit Canada

TruGrid Connector for Mac is Summit's latest way to log into your server. With its built-in, optional Multi-Factor Authentication (MFA), and ability to access your server from an application as well as a web portal, it offers better security and even easier access wherever and whenever you need it.

If you are not utilizing MFA, the following steps will bring you through the process of setting up your TruGrid Connector on your Mac. If you are currently set up to use MFA, please check out our TruGrid Advanced Setup Guide for Mac. 

Section One: Install TruGrid Mac Connector software

1. To use the desktop agent, download the TruGrid Desktop Connector because you can then launch desktops without having to log into the website. To use the TruGrid Desktop Connector, click HERE and follow the instructions to download and install it.

NOTE: TruGrid Mac Connector requires that the Microsoft RDP client be installed on your Mac. Please visit the App Store to install it if it is not already installed.

        2. After installation is complete, close the browser and open the TruGrid Desktop Connector

Section Two: Pin the TruGrid Mac Connector (also called TruGrid Native Connector) icon to your desktop

1. Open the Mac Finder.
2. Navigate to the Applications folder and look for TruGrid Native Connector in the window.
3. Drag and drop the icon on your desktop to create a desktop shortcut.

Section Three: Log in to the TruGrid Desktop Connector

1. The TruGrid Desktop Connector opens after installation. To log in, enter your server username and select Continue.
2. Enter your password.
3. Click Login or Continue.

Section Four: Launch Your Remote Desktop

1. Click Connect to the right of the listed server you want to access.
2. Accept the End User Agreement (if the first time launching a desktop)
3. Your remote desktop should open, and you're in! 

NOTE: If your desktop does not load, it may be because the Microsoft RDP application is awaiting your input. Drag the TruGrid Mac Connector aside and respond to the Microsoft RDP prompt
Click the desktop again if necessary. Your remote desktop should open.

The next time you need to connect to your remote desktop:

• Open the TruGrid Desktop Connector application by double-clicking the icon on your desktop. 
• Launch the remote desktop

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?