Using the EquatIO Take Home Option (Windows and Mac)

If your license for EquatIO includes the Take Home option, EquatIO can be made available to users on their home computers using one of these options.

Unlimited Licenses

Option 1: Google or Microsoft Domain

If your organization uses Google or Microsoft Office 365 accounts, users can download and install EquatIO on their home computer:

EquatIO extension for Google Chrome

EquatIO Desktop for Mac or Windows

Once installed, users can sign in using their organization's Google or Microsoft Office 365 accounts.

Option 2: Not a Google or Microsoft Domain

If your organization does not use Google or Microsoft accounts, the Texthelp Admin Tool must be used to authorize the user’s personal email address for one of the providers used by EquatIO.  

Note: Only contacts under your license can access the Texthelp Admin Tool

To add users to for EquatIO take home use:

1. Go to the Texthelp Admin Tool.

2. Enter your EquatIO Product Code and click Continue.

3. Click on the provider you want to sign in with.

4. Select or enter the details for the account you want to use.

5. Accept the permissions.

6. To add multiple email addresses, click on Manage Take Home Users, and upload a CSV file which contains all user details. Please see Format of CSV file for further information.

7. To add a single email address, click on the Quick add/remove option under Manage Take Home Users. 

Note:  Any users added to the group Using Quick add/remove will be deleted if a CSV file is uploaded after they've been added. Additionally, per the Texthelp Privacy Policy users are not shown when added using the Texthelp Admin Tool. For this reason we recommend maintaining a CSV file when any users need to be added or removed.

8. Enter the email address you’d like to add and click on Add.

Once this has been done, users can download and install EquatIO Desktop on their home computer, then sign in using the provider associated with their personal email address.


Group Licenses

Option 1: Google Domain (Recommended)

If your organization uses G Suite, then the Texthelp Admin Tool should be used to manage your EquatIO group. For further information, please see the Texthelp Admin Tool User Guide

Once your group has been set up using the Texthelp Google Admin Tool, users can download and install EquatIO on their home computer, then sign in using their organization Google account:

EquatIO extension for Google Chrome

EquatIO Desktop for Mac or Windows

Note: The Texthelp Admin Tool should not used when using the Texthelp Google Admin Tool.

Option 2: Microsoft Domain

If your organization uses Microsoft accounts, the Texthelp Admin Tool should be used to manage your EquatIO group. 

Once your group has been set up using the Texthelp Admin Tool, users can download and install EquatIO Desktop on their home computer, then sign in using their organization Microsoft Office 365 accounts. 

Note: Only contacts under your license can access the Texthelp Admin Tool

To add users to your EquatIO group:

1. Go to the Texthelp Admin Tool.

2. Enter your EquatIO Product Code and click Continue.

3. Click on the provider you want to sign in with.

4. Select or enter the details for the account you want to use.

5. Accept the permissions.

6. To add multiple email addresses, click on Manage Group. We recommend uploading a CSV file to manage users. Please see Format of CSV file for further information.

7. To add a single email address, click on the Quick add/remove option under Manage Group.

Note:  Any users added to the group Using Quick add/remove will be deleted if a CSV file is uploaded after they've been added to the group. Additionally, per the Texthelp Privacy Policy users are not shown when added to the group using the Texthelp Admin Tool. For this reason we recommend maintaining the group with a CSV file when any users need to be added or removed.

8. Enter the email address you’d like to add and click on Add.

Once this has been done, users can download and install EquatIO Desktop on their home computer, then sign in using their organization Microsoft account.


Option 3: Not a Google or Microsoft Domain

If your organization does not use Google or Microsoft, the Texthelp Admin Tool must be used to authorize the user’s personal email address for one of the providers used by EquatIO.  

Note: Only contacts under your license can access the Texthelp Admin Tool

To add users to for EquatIO:

1 Go to the Texthelp Admin Tool.

2 Enter your EquatIO Product Code and click Continue.

3 Click on the provider you want to sign in with.

4 Select or enter the details for the account you want to use.

5 Accept the permissions.

6 To add multiple email addresses, click on Manage Group. We recommend uploading a CSV file to manage users. Please see Format of CSV file for further information.

7 To add a single email address, click on the Quick add/remove option under Manage Take Home Users

Note:  Any users added to the group Using Quick add/remove will be deleted if a CSV file is uploaded after they've been added to the group. Additionally, per the Texthelp Privacy Policy users are not shown when added to the group using the Texthelp Admin Tool. For this reason we recommend maintaining the group with a CSV file when any users need to be added or removed.

8 Enter the email address you’d like to add and click on Add.

Once this has been done, users can download and install EquatIO Desktop on their home computer, then sign in using the provider associated with their own email address.