Creating New Users Guide - Version 3.8 Onwards

Creating New Users Guide - Version 3.8 Onwards

Introduction

As of version 3.8.0 onwards, users can be created and managed more easily in the Havenstar app directly, using the Set Up Users screen.

If the new user is using a new PC, the SQL native client would still need to be installed on the PC.

Please note: if you are on version 3.8 or above - we have also removed the need for a Havenstar local folder as all the user settings are now kept in the database itself.

Info
Creating brand new users will require advanced database permissions - these may be limited to your marina manager, or your IT team.

Creating a user

To create a new user, simply follow the steps below:

1)      Open Setup Users in Havenstar by either searching for this or by going to Configuration > Setup Users:

This will open the following screen:

             

 

2)      Click Add

 

 

3)      Next, select the Auth Type (if you are unsure on which type is in use:

If your users enter a username and password to open Havenstar via the launcher, then you are using SQL authentication. Otherwise, you are using Windows auth.)

 

4)      If using Window auth, you can search for the login name from the Search... button in the Auth options section on the right-hand side (This will also then auto populate User name). if using SQL auth, you will need to enter a Login name & password. Then add the User name (defaults to their login name if not set) and select the appropriate Menu profile.

 

5)      If the user requires EPOS access, then add the password in the EPOS section or check the No password check box.

 

6)      You will then need to set the access that the new user will have. You can do this from the Access section by ticking the appropriate check boxes.


CanAccess = Control whether the user can see this site in the launcher.

WorksHere = Indicates if a user physically works at this site.

Manager = if the new user is a manager, select this option.

 

Note: If only access to the live database is required then just add the new user to that database. However, if only the test database is required, you’ll need to add them to both live and test.

 

7)      Finally, press Create to create the new user. (If you don't have the appropriate permission level, you will be prompted to enter the credentials of someone who does).

 


    • Related Articles

    • Creating a New Customer and a New Boat

      Creating a New Customer and Boat Quick Intro This video article explains how to capture basic information about a customer and boat in order to create a new account in Havenstar. Video <br>

    • Boatyard Manager - Creating a New Works Order

      Boatyard Manager - Creating a New Works Order Quick Intro Everything in the Boatyard Manager is driven by Works Orders - these are the specifications for services requested by the customer. A Works Order goes through a lifecycle: Creation - the Works ...

    • Bookings Manager - Creating a Booking

      Intoduction Bookings allow you to track those boats coming into the marina and when and allow you to pre-book the use of the berth for that boat, thus ensuring its availability. This also helps with utilisation reports. Creating a booking 1. You can ...

    • Havenstar Reference Guide v3.1 - DocuSign

      The attachment takes you to the full version of the manual so you can print a copy as required.  To view the manual, select the tab Attachment and you will then see the link to the file. 

    • Creating Mail Merge Templates in Microsoft Word inc. Field List

      Creating Mail Merge Templates in Microsoft Word Quick Intro This article explains how to create Mail Merge templates with Microsoft Word. These can then be used in conjunction with Havenstar's Mail Merge function to create mailshots for physical ...