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Assigning Security Access

Creating/Modifying User Profiles

1. Click Security from the Management Menu. The Security Management page appears.
2. Do one of the following:

  • To create a new User profile, click Add New User.
  • To modify an existing User profile, enter a User Name or User Group and then click Search. To view all Users in the system, leave the User Name and User Group fields blank and then click Select a User Name from the search results.

3. Fill out or modify the following fields on the Profile tab:

  • Active – Select the checkbox to make the User profile Active. Deselect to make the User Inactive.
  • Name – Enter the name of the employee.
  • Username – Enter the User ID of the employee.
  • Password Enter the password required to gain access.
  • User Group – Select a User Group from the dropdown list. See the following section for more information on User Groups.

4. Select or deselect the checkboxes under the following headings on the Permissions tab:

  • System Enables access to system settings and credit card information.
  • Security and Users Allows user to add/modify/delete security and user/user group profile information.
  • Tee Sheet Management – Enables access to Tee Sheet Management functions.
  • Tee Sheet – Enables access to the Tee Sheet.
  • Customer Enables access to the Customer Management database.
  • Event Management – Enables access to Event functions.
  • Inventory Management – Enables access to inventory functions.
  • Quick Items Designer – Enables access to Quick Items Designer.
  • Point of Sale – Enables access to POS functions.
  • Reporting – Enables access to select report types.

5. Select which Courses and Stores the user will have access to throughout the GEN application, and which courses stores will be designated as Default. On the Courses/Stores tab:

  • Click Add Accessible Courses, and then add or remove courses from the list.
  • Click Add Accessible Stores, and then add or remove stores from the list.
  • Select or deselect the Default option beside Course/Store names. On the Permissions tab, you can choose to apply permissions to only Default Courses/Stores, or to all accessible Courses/Stores.

6. Click Save to save the profile, then click Exit.

NOTE: Some permissions can be restricted to Courses/Stores. Select Default to enable the permission for all Default Stores, or select All to enable the permission for all Stores.

Creating/Modifying User Groups

1. Click Security from the Management Menu. The Security Management page appears.
2. Do one of the following:

  • To create a new User Group, click Add New User Group.
  • To modify an existing User Group, enter a User Group Name and then click Search. To view all User Groups in the system, leave the User Group Name field blank and then click Select a User Group Name from the search results.

3. Fill out or modify the following fields on the Profile tab:

  • User Group Name: Enter a user group name.
  • System Administrator: Select to allow users within the group to access and edit/modify all Course and Stores. By default, this is only checked for the Security Administrator user group.

4. Select or deselect the checkboxes under the following headings on the Permissions tab:

  • Three Default User Groups:
    • Security Administrator: All permissions are checked.
    • Manager: All permissions except those under the System section are checked.
    • Clerk: All permissions except those under the System, Security and Users, Event Management, and Quick Items Designer sections are checked.

5. Click Save to save the profile, then click Exit.

Deleting Users/User Groups

To delete an existing user or user group:

1. Search for a user or user group from the user or user group tab.
2. Select the User Name or Group from the search results.
3. Click Delete.

NOTE: User Groups that contain users cannot be deleted. In addition, any user with transaction history cannot be deleted.

Support categories
Common troubleshooting
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Events
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Online booking
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POS
POS admin
Release notes / infrastructure requirements
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