Enabling Excel API Access

Before you can install the Excel Add-in, a role must be set up in the CME Direct Admin tool that will provide you read-only access to the Excel API.

  1. To enable Excel API access:
  2. From the CMED Admin tool, go to the User Admin application window.
  3. From the Users & Companies tab, right-click a user row, and then select Edit User Login, or View User Login.

Note: If a user login has not been created, the same fields are available by clicking the Create User Login context menu option.

The Edit User Login window appears.

  1. Click the Roles tab, and in the Access Read-Only Excel API field, click the checkbox, and click OK.

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