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Introduction to CoCloud

CoCloud is a versatile cloud-based platform designed specifically for hosting and running business accounting software such as Tally and Marg. This innovative solution allows users to access their accounting software from anywhere, at any time, and on any device—whether it's a mobile phone, tablet, laptop, or desktop monitor.

What is CoCloud?​

CoCloud provides a secure, scalable cloud infrastructure that hosts your Tally and Marg software, enabling you to:

  • Access Anywhere: Work on your accounting software from any location with internet connectivity
  • Use Any Device: Access through Windows, Mac, mobile devices, or tablets
  • Collaborate in Real-Time: Multiple users can work simultaneously on the same data
  • Ensure Data Security: Enterprise-grade security with regular backups and protection against threats
  • Scale Easily: Add users and resources as your business grows

Key Benefits​

Accessibility​

CoCloud eliminates the need for local software installation. Access your Tally or Marg instance through a web browser or remote desktop client from any device with internet connectivity.

Security​

Your data is protected with:

  • Tier 4 Data Center: Hosted on Ctrl S datacenter infrastructure
  • Regular Backups: Automated daily backups to Google Drive
  • Ransomware Protection: Advanced security measures against cyber threats
  • Access Controls: Granular permissions and security rules

Collaboration​

Enable real-time collaboration with:

  • Multi-User Access: Multiple users can work simultaneously
  • Role-Based Permissions: Control access based on user roles
  • Centralized Management: Admin users can manage all instances from one portal

Scalability​

Scale your resources as needed:

  • Flexible User Limits: Add or remove users based on requirements
  • Storage Management: Expand storage as your data grows
  • Plan Upgrades: Upgrade your plan as your business expands

User Roles​

CoCloud supports two types of users with different access levels:

Admin User​

Admin Users have comprehensive control and management capabilities:

  • Instance Management: Create and manage Instance Users
  • File Management: Full access to file management operations
  • Tally Version Control: Change and update Tally versions
  • Audit and Logs: Access to detailed audit logs and user activity logs
  • Instance Access: Can access any Instance User's Tally account
  • Force Logoff: Ability to force logoff users for security

Instance User​

Instance Users focus on their specific accounting tasks:

  • Tally Access: Run Tally software for their assigned instance
  • Account Details: View their own account information
  • Restricted Access: Exclusive access to their own Tally instance
  • Task Focus: Focus solely on individual accounting tasks

Core Features​

Dashboard​

Monitor your cloud instance with comprehensive dashboards showing:

  • User activity and login statistics
  • System performance metrics
  • Storage usage
  • Recent activities

User Management​

Efficiently manage users with:

  • Create, edit, and delete users
  • Set permissions and access levels
  • Monitor user activity in real-time
  • Manage user limits

File Manager​

Comprehensive file management capabilities:

  • Upload and download files
  • Organize files and folders
  • Set file permissions
  • Edit text files directly in the cloud

Security Features​

Advanced security options:

  • IP address restrictions
  • Time and day-based access controls
  • Two-factor authentication (2FA)
  • Advanced security mode

Backup Solutions​

Automated backup system:

  • Google Drive integration
  • Scheduled backups
  • Configurable retention policies
  • Easy recovery options

Getting Started​

Ready to start using CoCloud? Follow these steps:

  1. Account Setup - Create your CoCloud account
  2. Onboarding Flow - Complete the onboarding process
  3. First Login - Log in and explore the portal
  4. Initial Configuration - Set up your first instance
  5. Quick Start Guide - Get productive quickly

Next Steps​

Support​

Need help? Our support team is available:

Ready to begin? Start with Account Setup to create your CoCloud account.

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