These instructions will help you create a new Remote Access User Account for your business. Remote Access is available on any platform with an Internet connection and will allow you to stay connected with your business on the go. To complete this setup, you will need to have access to your server computer.
Creating an Administrator Account
The first account you set up should be for a manager or business owner. This will be an account that controls employee access to all the features available in Remote Access. You can designate administrator access to more than one employee.
1. In your software, click the Remote Access icon in the toolbar or go to the Online Services pull-down menu (or Web Access if you are using Version 10) and select Remote Access Setup.
2. Click Sign Up Now in the window that appears.
3. Click Create Remote Access Account in the window that appears.
4. This will launch a web browser. Click Continue to Remote Access Sign Up.
5. You will be prompted to sign in with your DaySmart Account. If you do not have one, click the Create an Account button.
6. Select the employee to associate the account with from the Administrator Name pull-down menu and click Continue.
7. Select the billing information to use. If we have a card on file for you, it should populate automatically. If we have no information or you want to change the card used for billing, you can do so on this screen. Click Next when finished.
8. Click Continue to Daysmart Salon Remote Access to be taken to the Remote Access website. You can now log in anywhere using this website and the iPhone, iPad, or Android apps as well using the same username and password (apps can be downloaded from Google Play and the App Store).
Adding Additional Users
Now that you've created an account for an administrator, activating accounts for employees is easy.
1. Log in to REMOTE.DAYSMARTSALON.COM.
2. Click the Employees button at the top. This will display all your employees. Each person should have a grey box except the administrator (you). Yours will be green.
3. Double-click on the employee whose account you are activating.
4. Select the New Remote User Account tab.
5. Click the Create New User Account button.
6. If the employee already has an e-mail address entered, it will be selected for their account. If they do not have an e-mail address, you will need to add one here. You can also change an existing e-mail address.
7. Once you've confirmed the e-mail address, password setup and activation instructions will be sent to the employee via e-mail.
8. If the employee is present and would like to set a password now, double-click back into their box (which should now have diagonal green slashes), select the Remote User Account tab, and click on Set Password for Employee.
9. When activation and a password have been selected, their account is successfully activated and they can log in anywhere using the Remote Access website, iPhone, iPad, or Android apps using their username and password.
10. If you want to designate administrator-level access for any account, go back to the same Remote User Account tab once their account is activated and select the Make an Administrator button.
11. Repeat this section for any additional employees.
Important Details about Remote Access
- In order for Remote Access to work properly, it is essential that the business server computer remain on with Daysmart Salon running. The service displays real-time information from your database and it cannot do this without access to the software.
- To make sure that your system does not shut down, hibernate, or stand by, select the Online Services pull-down in your software and select Remote Access Setup. Click the Disable Sleep Mode button to prevent your system from turning itself off or going to sleep when you've left work. Turning off your monitor is OK to do.
- Access to the functions of Remote Access can be controlled by the administrator. When logged into the Remote Access website, select Options > Management > Employee Access > Set Up Employee Access. If you have already set up permissions in your software, the settings will carry over to Remote Access. Likewise, any changes you make in Remote Access will be enforced in the software. Simply move the slider from green to red to restrict access to any function.