Sharry Helpdesk

Introduction 8

• Sharry company
• Sharry Platform
• Sharry Ecosystem
• Sharry modules and features
• The PortalWX (Web interface)

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Explanatory notes 2

• Commonly Used Terms Glossary
• Users and authorization glossary

PortalWX Permissions 13

• PortalWX permissions — overview
• Access permissions
• Company permissions
• People permissions
• Content permissions

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App Permissions 14

• Mobile app permissions — overview
• App permission "Community"
• App permission "Send VIP Guestpass (skipping reception)"
• App permission " Send Guestpass"
• App permission " Service Requests"

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Sites 7

• Definition and Benefits
• Impact of sites
• Switching sites in the mobile App
• Adding a New Site
• Managing Sites on Users' Accounts

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Training Sessions 5

• Top Level Company Admin Training
• Facility Management Training
• Tenant Training
• Retailers Training
• Lobby Reception Training

Tasks section 1

• Tasks section overview

Overview 1

• Basic information

Users management 11

• How to add a user
• Create an administrator's profile
• Assign access badges to users
• Mobile badge requests
• Search for users

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Exports 2

• Export users
• Export fire wardens

User Categories and Details 4

• Active users
• App users
• Terminated users
• PortalWX admins

All Tenants 5

• How to add a new tenant
• New administrator account for companies
• How to delete a company/tenant
• Managing permissions for the tenants
• Import of employees data for new tenants

Reservations 7

• Introduction of the Reservations
• How to add a new asset
• Edit/delete reservation asset
• What can be edited in the asset's detail
• Reservations calendar

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Restaurants 3

• Introduction of the Restaurants
• How to add a new restaurant
• How to add a new menu

Bookings 2.0 5

• Introduction of the Booking 2.0
• Bookings 2.0: Managing Assets (parkings, parking spots and hotdesks)
• Booking: Creating and managing bookings
• Bookings: Hot desks
• Booking: Meeting rooms

Guestbook 20

• Introduction of the Guestbook
• How to send a guestpass via PortalWX
• How to send a guestpass via Outlook/Google calendar
• How to send a guestpass via Mobile app
• How to register a guest

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Parking 18

• Introduction of the Parking
• Parking lot overview
• How to grant an employee parking permission for a guest
• How to assign a license plate
• Spots settings

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Access 12

• Access badges
• Permission to manage Access to Building
• Manage mobile badges
• How to assign/allocate mobile badges
• How to add a new plastic badge

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Service requests 7

• Introduction of the Service requests
• How to add a new service request
• New requests/ In progress/ Closed
• Delegated reguests
• Self-manage Service requests

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Events 2

• Event announcement description
• How to add a new event

News 2

• News announcement description
• How to create new announcements

Special offers 2

• Special offers description
• How to create a new special offer?

Polls 2

• Polls description
• How to add a new poll

Forum 1

• Forum description

Marketplace 1

• Marketplace description

Manuals 3

• Manuals description
• How to create a new manual
• How to create an onboarding manual

Signages 4

• Signages description
• How to add a new signage
• Tip for creating signages
• Signage settings

Content blocks 2

• Content blocks description
• Target dashboard

Content module - good to know 2

• LIFT NEWS BY NOTIFICATIONS
• AI WRITTING ASSISTANT

Description 1

• Description of the section About

My building 1

• My building description

Local services 1

• Local services description

Gallery 1

• Gallery description

Contacts 1

• Contacts description

Documents 1

• Documents description

How to get help 1

• Steps to take if help is needed

Manage your profile in the Mobile App and PortalWX 2

• Profile overview in the Mobile App
• Profile overview in the PortalWX

My company 2

• How to set up/edit your company information
• Self registration

Mobile access 5

• How to generate a mobile badge
• Plastic badges in the app
• Logo on the badge
• How to download the app
• Prerequisites for mobile badge (optional)

Plus button (menu) 7

• Plus button description
• Send a guestpass via mobile app
• Make a reservation via mobile app
• Order a meal via mobile app
• Create a service request via mobile app

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Home button 3

• Home button description
• Events in the mobile app
• Management of your license plate

Amenities in the mobile app 1

• Amenities in the mobile app description

About section in the app 1

• About section in the app description

Profile section in the app 2

• Profile in the mobile app description
• Release long-term parking reservation

App version visibility 1

• How to check App version

Settings 3

• Set kiosk settings
• Guest entry
• Visitor Agreement

Integrations basic information 1

• Introduction

Access control systems 20

• Lenel OnGuard
• Netbox by Lenel•S2
• Genetec Security Center
• C-CURE 9000
• Brivo

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General F&Q 2

• Operational issues
• Contacts

Parking troubleshooting 3

• The car is leaving the garage, but it remains registered in the parking system
• The employee enters the garage and then provides an access badge to a colleague for their entry into the garage as well.
• Tips and tricks

Guestbook 2

• Reserving parking for visitors without sending them a Guestpass
• Managing Invitations through Invite.to

Access 1

• Access badges not working (no access through doors)

PortalWX and Mobile app 4

• Problems with login
• Issues with the PortalWX or Mobile app
• Locked user
• A user has the permission but still can't use the feature