Your DayBack for FileMaker Account

Your DayBack account functions similarly to accounts in other online applications you use. Here's what you need to know:

Signing Out or Switching Accounts

DayBack includes a FileMaker script that allows you to sign out of your account so you can sign into another. This is especially useful if your trial has expired and you need to access another account.

To sign out:

1. Go to FileMaker's Script menu and select "Script Workspace."
2. Search for the script named "Sign Out - DayBack."
3. Select the script and click the "run" triangle to sign out, as shown below.

Tip: After signing out, it’s a good idea to quit FileMaker and reopen your file to ensure the process is complete.

How Many DayBack Accounts Does Each User Need?

Typically, each user only needs one DayBack account, though developers may require several. Your DayBack account stores your settings, including the field mappings that display your FileMaker tables in DayBack. Since these mappings can differ between files, you might need a separate DayBack account for each FileMaker solution that uses DayBack.

For most users, this means just one account. However, FileMaker developers may need multiple accounts—one for each DayBack-enabled solution they work on. In some cases, these accounts might be shared with a client who is also a DayBack admin.

Remember, DayBack is sold on a per-user basis, which doesn’t necessarily include everyone in your company—just those who need access to the DayBack Calendar interface.

Managing Multiple Accounts as a Developer

If you regularly log into multiple DayBack solutions as part of your work, it's important to sign out of DayBack and log back in before starting on a new project. If you had the "remember me" option selected during your last login, DayBack will automatically sign you into the last DayBack group you used (groups are explained below). To avoid this, sign out of the current calendar before logging into another one. The steps for signing out are described above.

Here are a few options to make managing multiple accounts easier:

1. Multiple Accounts: Just as you have a separate FileMaker account for each client's solution, you'll need a separate DayBack account for each as well. Often, you might log in using one of your client's user accounts, but if you prefer to have your own account, you can create one. Just remember to use a unique email address for each account.
2. Automatic Sign-In: The easiest approach is to configure DayBack to automatically sign users in based on their FileMaker login or user record. This allows DayBack to recognize your FileMaker user/account, eliminating the need for you or your clients to log into DayBack after signing into the FileMaker solution. You can set this up by following the instructions here: Creating and Signing-In Users Automatically in DayBack For FileMaker.
3. Developer Accounts: If you're not logging in as one of your client's users, the automatic user creation feature might add you as a new user to your client's DayBack account, which could incur an additional user fee. To avoid this, we can add a free developer user to any DayBack account you're working with that already has at least three users. Simply let us know which deployments you'd like this developer account added to. It's easiest to provide us with the email address of one of the DayBack admins, or you can send us the account's "group token" found under the "Me" tab in DayBack's admin settings under "Users and Billing."

What's Linked to My DayBack Account? Can I Share My Account with Another User?

Each DayBack account allows up to three simultaneous logins. This could mean a user and a developer sharing the same account, or a user logged in on both their laptop and desktop at the same time. If you require more than three simultaneous logins—for example, for a semi-public WebDirect site where users log in anonymously—please reach out to discuss a plan that suits your needs.

Your DayBack account contains more than just field mapping and settings; it also includes your bookmarks and, if you're using DayBack with Google, Office 365, or Basecamp calendars, it contains the permissions to access those calendars. Be mindful of this when sharing your DayBack account, as it also grants access to these calendars and your bookmarks.

What is My DayBack "Group"?

In DayBack, you have a personal account, and you're also part of a "group." This group functions like your "company's" account and is a collection of users who share the same configuration settings in DayBack.

Several key settings and features are shared among all users (personal accounts) within your group. These include Admin Settings, which determine which sources are visible to users in the group. Shared settings also include custom actions, event actions, button actions, and CSS. Additionally, any bookmarks shared beyond the "just me" setting are accessible to everyone in the group.

If you're a DayBack admin, you can invite new users to join your group through the "Users & Billing" tab in DayBack's Admin Settings.