Unable to see WESS Configuration in Preferences/ Configuration menu
If you are unable to locate the WESS menu option in either of the following locations;
- Click the circle with your initials on the task bar > Preferences > Integration > Exchange Sync
- Start > Configuration > Email Integrations > Exchange Sync
It is likely that either your WESS licence has expired, or the module is not active at Database or User level.
Resolution steps:
Speak to your system administrator to provision the Exchange sync licence.
Step 1: Check you have a valid license for WESS
- A System Administrator will need to navigate to Start > Configuration > Account Settings > Licences and Modules.
- Select the Licences tab, and ensure that ‘Exchange Sync’ is listed.
- If it is not there, your Workbooks Account no longer has an Active WESS Licence. To purchase new WESS licences, please contact the Workbooks Sales team by calling 0118 3030 100 or emailing sales@workbooks.com.
- If it does appear in the list, please proceed below.
- Navigate to Start > Configuration > Users & Security > Users.
- Open the User Record for the affected User and allocate an Exchange Sync Licence
- Save the Record.
- The User will need to log out and back in again.
Step 2: Check the Module has been activated
- Navigate to Start > Configuration > Account Settings > Licences and Modules.
- Select the Modules tab, and check if the ‘Exchange Sync’ line has been ticked.
- Save & Close
- Log out and back into Workbooks
