SmartTab Customer Setup

Cloud Integration

1. Open the staff area.
   Once logged into your SmartTab portal as an admin, click the “staff” link in the left navigation menu.
   
   

   

   
   
   
2. Create a Bartrack role
   Create the “Roles” tab at the top of the main window. Create a “Bartrack” role by typing the name on the left input and then clicking the “Add Role” button.
   
   

   

   
   
   Click the edit pencil icon on your new BarTrack role.
   
   

   

   
   
   Select the following reports: Sales, Products, Inventory, Tabs. Save the settings by clicking the check mark.
   
   

   
   
   
   

3. Create a new user.
   Click the “Users” tab at the top left of the main window. Fill out the details as shown.
   
   

   
   
   

   
   
   
   Save the user.