A user will utilize Sharper Marina Management Software. Setting up the user enables them to access the system and perform specific tasks. Users have the ability to create and modify user profiles. If you lack the necessary permissions, you will not be able to add or edit users. To establish a new user or modify the information of an existing user, navigate to the System Settings Screen.
Add a New User
Click System Settings from the navigation pane.
Select Users from the menu ribbon.
Click the Add New button.
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Field | Function |
First Name | User’s first name. |
Last Name | User’s last name. |
Display Name | Name will be displayed across Sharper. |
Used to login to the backend of Sharper. Does not need to be a real email address. | |
Password | Password to login to the backend of Sharper. The password requirements are minimum 6 characters, one uppercase, and one number. It’s recommended users reset their password once they have gained access. |
PIN | Used to login to the POS terminal. Usually last 4 of you phone number or Social Security number. It’s recommended users reset their pin once they have gained access. |
Default Location | Most will have one option here. If you have multiple, select the TRS or REIT as the default. |
Image | Add a mugshot if you want! It will appear in the top right corner when you login. |
Fill the form and select Next Step at the bottom right.
Select the Roles the user will preform within the system. Roles are created to determine the permission access within the system.
If you operate a multi-outlet marina, remember to save your changes before switching to another outlet. Once you switch outlets, make sure to reselect the appropriate role and save again. It's important to note that roles are specific to each outlet.
Click the Next Step button.
Select the Tables the user will have access to within the POS terminal, if applicable.
Click the Save button.
When adding a new user that needs access to a register, please grant access by going into the register’s settings and adding them as a user. More info can be found here:
To Edit an Existing User
Click System Settings from the navigation pane.
Select Users from the menu ribbon.
Enter the user in the Search field.
Click the Edit button.
Make the changes necessary in the users settings.
Click the Save button.
Set Existing User to Inactive
Click System Settings from the navigation pane.
Select Users from the menu ribbon.
Enter the user in the Search field.
Click the Edit button.
Select the Roles menu option.
Remove all security roles from the user.
Click the Save button.
Delete an Existing User
Click System Settings from the navigation pane.
Select Users from the menu ribbon.
Enter the user in the Search field.
Click the three dots button.
Select Delete.
Click the Yes, Delete! button to confirm on the pop window.