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Knowledge base
OVERVIEW
Introduction
8
Sharry company
Sharry Platform
Sharry Ecosystem
Sharry modules and features
The PortalWX (Web interface)
View all 8
Explanatory notes
2
Commonly Used Terms Glossary
Users and authorization glossary
PortalWX Permissions
10
Description of PortalWX permissions
Access permissions
Company permissions
People permissions
Content permissions
View all 10
App Permissions
10
Description of the permissions for App users
App permission "Community"
App permission "Send VIP Guestpass (skipping reception)"
App permission " Send Guestpass"
App permission " Service Requests"
View all 10
Sites
7
Definition and Benefits
Impact of sites
Switching sites in the mobile App
Adding a New Site
Managing Sites on Users' Accounts
View all 7
Training Sessions
5
Top Level Company Admin Training
Facility Management Training
Tenant Training
Retailers Training
Lobby Reception Training
Tasks section
1
Tasks section overview
INSIGHTS module
Introduction
4
Filter out date range or tenant data
Set an alert on the KPI change
Export data from insights
Schedule emailing
Overview
1
Overview description - Insights
Occupancy
1
Occupancy description - Insights
Guests
1
Guests description - Insights
Parking
1
Parking description - Insights
Service requests
1
Service requests - Insights
Reservations
1
Reservations description - Insights
Mobile App
1
Mobile app description - Insights
PEOPLE module
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
View all 11
Exports
2
Export users
Export fire wardens
User Categories and Details
4
Active users
App users
Terminated users
PortalWX admins
TENANTS module
All Tenants
5
How to add a new tenant
New administrator account for tenants
How to delete a company/tenant
Managing permissions for the tenants
Import of employees data for new tenants
AMENITIES module
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
View all 7
Restaurants
3
Introduction of the Restaurants
How to add a new restaurant
How to add a new menu
OPERATIONS module
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
View all 20
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
View all 18
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
View all 12
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
View all 7
CONTENT module
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
2
Manuals description
How to create a new 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
ABOUT section
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
HELP section
How to get help
1
Steps to take if help is needed
MY PROFILE section
Manage your profile in the Mobile App and PortalWX
2
Profile overview in the Mobile App
Profile overview in the PortalWX
MY COMPANY section
My company
2
How to set up/edit your company information
Self registration
MOBILE APP
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
View all 7
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
KIOSK
Settings
3
Set kiosk settings
Guest entry
Visitor Agreement
WASTE REPORTING
Service Overview
1
Waste reporting basic description
Service Functions and Configuration
6
Waste Reporting service setup
User account and language preferences
Users and Companies
Waste list
Cleaner Account
View all 6
INTEGRATIONS
Integrations basic information
1
Introduction
Access control systems
20
Lenel OnGuard
Netbox by Lenel•S2
Genetec Security Center
C-CURE 9000
Brivo
View all 20
Mobile credentials
0
Parking
0
Other
0
F&Q
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
3
Problems with login
Issues with the PortalWX or Mobile app
Locked user
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