Enabling Web users and Basic Configurations in Web

 

In response to customer requests, Peak Software is pleased to offer Sportsman Web – a browser-based Sportsman application. Sportsman Web (“Web”) is an additional way for Sportsman Cloud customers to get access to Sportsman features and data from any internet-enabled device. This new technology will add additional convenience as it does not require download of the Sportsman application and can be accessed from virtually any PC, MAC, Tablet or even cell phone. Sportsman Web is also free to use with a Sportsman Cloud license, has a fresh new look, and will be intuitive to learn as labels, flows and functionality are similar to the desktop application version. It also has a major new feature – a Dashboard to show important information about current programs, registrations, admittances and financial information.

Once enabled for use with your Sportsman Cloud license, Sportsman users can simply use a browser on a tablet or computer to log into www.sportsmanweb.com with the same email and password they use in the Sportsman application. They can even be logged into Sportsman Web simultaneously with the Sportsman desktop application (being logged into both will not use more than 1 concurrent login). Web works best with the following browsers:  IE 11, MS Edge. Chrome, Safari.

 

The current version is intended to be used in conjunction with the Sportsman downloaded application or as a convenient stand-alone to have access the new status Dashboard, Patron Look-up information and Reporting. Our goal is to continue to develop Sportsman Web by adding all modules and features of the Sportsman downloaded application including new and improved items over the next few years. While using Sportsman Web you may see “grayed-out” feature listings or tabs in menus – this means they are unavailable currently, but in development.   Eventually Sportsman Web will be able to serve as a replacement for the desktop application for those customers that desire it while we continue to support the desktop application.

 

Prerequisites:  You must be using Sportsman Cloud services – please call our Sales Department at 801-572-3570 x1 for Cloud information and pricing.  We recommend you call our Technical Consulting Team at 801-572-3570 x2 or participate in one of our Sportsman Web online trainings before enabling and using Web.

 

This Document will cover:

ü Sportsman Basic Web Features

ü Enabling Sportsman Web

ü Setting Local Time Zones

ü Providing Sportsman Users with Rights to Use Sportsman Web

ü Navigation and Opening Multiple Browser Tabs

o  Logging In

o  Navigation and the Menu Bar

o  Using Multiple Browser Tabs

o  Quick Links, Watchlist and Message Center

ü Dashboard Features

ü User Configuration Settings

ü Menu Settings

 

 

Sportsman Basic Web Features

 

Web allows you to view and edit patron information, view data on the dashboard and view, print and download reports.  The ability to create and take payment for patron registrations and reservations is currently in development. 

·       Patron Lookup – You can conveniently access patron account information you need including household information, emergency contacts, memberships, registration history, financial details and more.  You can edit household demographic information, upload documents, edit and assist with ActivityReg Logins.   Under version 1.0 you cannot print or email receipts or waivers, cancel a registration or take a membership photo.

  

 

·       Reporting – The full suite of reporting is currently available in Sportsman Web except employee timekeeping and golf reports).  You can run and download activity, facility and financial reports.  You can define new custom reports that will be saved and accessible in the application. 

From the left panel you can choose the category of reporting you wish to select.  Just like in the desktop application, you can choose an activity or set filters and select from our wide menu of reports to run including Custom Reporting Formats for Activity and Patron List reports.

 

 

 

·       Dashboard – This is a fresh new feature intended to help administrators, directors and coordinators know what is happening currently with registrations, tills, admittances and more.   Information available is dependent on your licensed modules - the example below uses a Sportsman license with ActivityReg and Membership.  It is configurable by dragging and dropping various elements and choose display options.   Configurations can be set and saved for each Sportsman User. Internal ‘Director’s Message” can be displayed as well as customized “Quick Links” to aid efficiency in navigation.

 

Enabling Sportsman Web

There is no charge to use Sportsman Web, but Sportsman Cloud is required as your data must be hosted on our cloud to be used with Sportsman Web.  To begin, log into Sportsman as the Site Administrator and navigate to File>Administration>System Configuration and the “General” tab. To enable Sportsman Web, check the box to Enable Sportsman Web.  If you have not yet enforced strong passwords you will also need to check that box and every Sportsman user will need to change to stronger passwords.  This protects your data.  

Please click [OK] to save your changes.

 

Setting Your Time Zone

You will also need to set any specific local time zones as you may have them.   To do this navigate to File>Administration>Site Configuration and the General tab.  Select any specific local time zone you use in the “Environmental Settings” panel in the lower right.

 

          

 

 

Providing Sportsman Users with Permission to Access Web

Web uses an email address and password unlike the Sportsman Application which uses a UserID and password.  Users must have a “Web Login” email established before they can use the SportsmanWeb.com website.  Furthermore, users must set up a new password when logging into Web for the first time, this password will also be used as their new password for the Sportsman desktop application.   Permissions and security established in the desktop application will carry over to Web.

To begin, log into Sportsman as the System Administrator and navigate to File > Administration>User Administration. 

 

Next, select the user from the User List screen so it is highlighted and then click [Edit].

 

 

On “User Administration” screen, User Information tab, add a Web Login email in the box.  We recommend you use the SAME email used to access the Sportsman PC based application.   A pop up will alert you of your choices to either add a new password or require the user to set up a new password.   A new password is required as Web passwords require enhanced security. Click [OK] when all changes are made.

 

 

Your Sportsman User will receive an email confirming their Sportsman Web registration including the link to log into www.sportsmanweb.com.   They should login immediately, set a new password and confirm their access.

Note: Their new password will replace their existing desktop application password. 

Web passwords must meet the following requirements:  

·       Have at least one uppercase character

·       Have at least one lowercase character

·       Have at least one number or one special character (!"#$%&'()*+,-./:;<=>?@[\]^_`{|}~)

·       At least 8 characters long

 

  

                                                                                                                                                    

 

Possible Error:  When setting up your first user, you may get a pop-up error box that the SportmanWeb.com website could not be reached.   This would happen if your IT has placed limitations on which websites you can access.  This issue must be fixed at your local center by asking your IT specialist to permit access to both https:\\sportsmanweb.com and https:\\api.sportsmanweb.com.

Navigation and Opening Multiple Browser Tabs

 

Logging In

 

Sportsman Users can be logged into both the Sportsman application AND Sportsman Web simultaneously.  This will only count as a single concurrent user login.  Web is accessed via www.sportsmanweb.com.   If the user has access to multiple sites (in a multi-site license) they will need to choose which site to log into from the drop down, however using multiple browser windows or even multiple browsers you can be logged in to multiple sites simultaneously.

 

Note: Sportsman web sessions will timeout after 24 hours of inactivity.

Possible Error:  When the first user logs into Sportsmanweb.com it is possible, but very rare, that they get a “App Key Error” asking them to contact us.   This may occur only with clients that have had us restore databases or have changed  databases in the past.  It can be remedied from our end by speaking to one of our Technical Consultants.

 

 

Navigation and the Menu Bar

 

You can navigate Sportsman Web by clicking on tabs, feature name and buttons similar to the desktop application, you can also use your browser’s back button.

 

There are several features available from the top horizontal menu, several are ‘grayed-out’ and not yet in production.

 

 

Sportsman Web logo:  clicking on the logo will return you to the main dashboard page.

 

Action Tab:  clicking this tab will currently bring up the Look Up feature.   The list of available features will be similar to the main screen selection when you first log into Sportsman desktop and will include:  Activity Registration, Facility Reservation, Rentals and more.

 

Define Tab: This tab will take you to all the defining features within in sportsman. (Activities, Facilities, Website, and Rentals.) You will also find all the Maintain tables for all of Sportsman located under this tab.

 

Reporting Tab:  this will bring up a full screen with familiar menus and selections to run all reports including your custom reports.

Cash Register Tab: This tab will launch your cash register.  

 

Tools Tab: In this section you will find the following features for sportsman, Assigning Receipt to Members, Reconcile Tills, Reprint Receipt, See open Tills, Create Deposit Batch, and Send Emails.

 

Site Name:  This will show the current license you are logged into.  For multi-license/multi-site Sportsman Users this will confirm which database or “site” you are working in.

 

User Name:  This shows the name of the user currently logged in.  Clicking on the down arrow to the right of the name provides detail about the Sportsman database that is being accessed and also provides links to Reset Password and to Logout of Sportsman Web.

 

 Cog icon:  Clicking on the cog will give you access to various configuration screens to customize your Sportsman Web. 

 

 Help Icon: This will take you to the Sportsman Support page where you can submit Technical Support tickets, search and read product documentation, order supplies and equipment and review recent Newsletters.

 

Feedback:  This brings up a form that allows you to provide suggestions to improve Sportsman Web. 

 

Quick Links, Watchlist and Message Center

 

From the main page you can access Quick Links, Watchlist and Message Center (aka Quick Tips) from the left margin.   You can add additional Quick Links to customize your list (See Additional Resources listed above).

 

 

Quick Links: are the same menu buttons on the main page of Sportsman desktop application, but can also include more defined links such as Financial Reporting. 

 

My Watchlist: This is a list of items that may need attention including open tills, tentative reservations, etc.

 

Message Center:  This is the same as Quick Tips in the desktop application and provides information about new features, training resources and tips.

 

Using Multiple Browser Tabs

 

You can have several browser tabs open at a time, each with a different Sportsman Web feature.  You can also have multiple browser tabs logged into separate sites if you have a multisite configuration and User permissions for those sites.

 

 

There are two ways to open new windows:

1.   Right clicking on a feature and selecting Open in New Window - in this case you will be logged into the same session and logging out of any one window will log you out on all.

For example, right clicking on the Reporting tab on the top menu bar and selecting “Open link in new tab” will open that feature in a separate browser window.   If you right mouse click on the Sportsman Web logo you can open a new dashboard tab. 

 

 

2.   Opening a fresh browser tab and logging into to Sportsmanweb.com – you will want to use this method if you are opening access to multiple sites.   In this case you will need to log out of each fresh tab you logged into. 

 

Dashboard Features

 

The Dashboard is the default screen that appears when logging into Sportsman Web.   It consists of navigation and information links in a left panel (described above under Navigation) and a customizable main panel with different types of information.  In other documentation (see Additional Resources above), you can learn how to hide, add and customize these widgets and Quick Links from the settings cog on the bottom right of the screen.  You may have more or less widgets and information based on the Sportsman modules you have licensed.  For example, the Patron Admittance widget will not show unless you have Membership module and are using that feature.

 

On the main panel, each information pane is referred to as a widget. 

 

The upper row of counter widgets provides basic count information for the current day’s registrations, reservations, admittance.  It also shows how many Sportsman Users (staff) are currently logged in. These will always show, even if you scroll down on the main panel.

 

 

 

In the large panel below, you can have widgets showing graphs in various ways for Revenue, Registrations, Reservations, Admittance, Director’s Messages and running list of recent activity including sales, registrations, new memberships etc.   The “Going On Today” is a very helpful widget to show you classes, programs and reservations happening today.   See below for a few examples of dashboard configurations and the types of widgets that can be added.  Refer to Additional Resources above for links to instructions on dashboard configurations. 

 

 

User Configuration Settings

 

Each user can configure their personal settings including default filters, search parameters and report settings.  These are some of the same configurations located in the Sportsman desktop application File>Workstation Configuration, General Settings and Printers/Email tabs. 

 

The configuration and menu screens are accessible by clicking the cog icon on the top right of the menu bar and then choosing User Configuration on the left panel. Note that currently only User Configuration and Menu Settings are in production.   You can also get to the cog icon from the upper right corner of the Look Up screen.

 

Note:  changes made to User Configuration settings in Sportsman Web will be applied to the Sportsman desktop application upon your next log in.

 

 

The User Configuration screen is divided into 3 sections: General Settings, Member Search Settings and Reporting Settings.  See below for a description of each area. Be sure to click [OK] at the bottom of the screen after making changes.

 

 

General Settings:  In this panel you can set several defaults that will determine how you will view your Patrons information. 

 

Account Details Filter: Default sets the filter to show All or Outstanding account details for a patron.  See the below screenshot for the corresponding filter location in Sportsman Web. 

 

 

 

Default Patron Information Tab: selects which tab on the Account Details information screen is highlighted by default.

 

Member Search Settings:  In this panel you can set your Look Up feature default search fields. 

 

Default Search By:  This sets the default for the search field on the Look Up screen. Most Sportsman Users prefer to search on Name.   

 

 

Search Result Name Format:  This allows you to establish search result listing by first, last or last, first on the Look Up screen result list. There are other search parameter checkboxes below to help you fine tune your Look Up search result.  The “Automatically Open Individual Information If Only One Is Found” is most popular. See the example below. 

 

 

Reporting Settings: In this panel you can set your viewing and printing options.  These are the same options that appear in the desktop application under Workstation Configuration>Printers/Email tab.   These settings allow you to choose report color schemes, shade alternate lines and even save color printing ink.

 

Menu Settings
In the Menu Settings area, you can hide or show Sportsman features and options. The Menu settings screen is accessible by clicking the cog icon on the top right of the menu bar and then choosing Menu Settings on the left panel. Note that currently only User Configuration and Menu Settings are in production.   You can also get to the cog icon from the upper right corner of the Look Up screen.

 

 

The Menu Settings screen is divided into several sections based on categories of settings.  Each setting is a toggle switch which is grayed-out if off.  Some Menu Settings are still in development. Be sure to click [OK] at the bottom of the screen after making changes.

 

 

 

SM:WEB:B:Oct21