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.

    image-1649256384141.png



  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.

    image-1649256415435.png



    Click the edit pencil icon on your new BarTrack role.

    image-1649256790785.png



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

    Screenshot from 2024-05-21 12-00-41.png


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

    Screenshot from 2024-05-21 11-56-13.png

    Screenshot from 2024-05-21 11-53-05.png




    Save the user.

Revision #6
Created 6 April 2022 14:45:54 by William Antonelli
Updated 28 May 2024 04:10:39 by Nick Cyr