Primary actions web app

These are the most common actions of the web app

People: Adding people to your site

On the People tab you have an overview of everyone that has access to your Site.From here you can manage each person’s role and permissions, as well as add newPeople to your Site. There are two ‘ways’ of adding People to your Site: either bycreating a new person, or inviting an existing person. The differences and steps aredescribed below.

Create new person

Adding a new person allows you to create and own the persons data. This means thatthis person does not have his/her own login, which is great for Tag-only access. For aperson to have remote opening rights, they will need to create a profile to be able tologin to the Mobile App. This is how to add a new User:

1. On the people tab, select +New User

2. In the first window, enter the person’s first and last name, as well as a Tag

3. In the next window, determine the person’s role & rights. For a Site User, the lowest role, no emailaddress is required. Make a choice for the different lock options and select ‘create’

Add existing person

It can also be that a person already has a Tag in another Site, or account of their own.In that case, SALTO KS allows you to easily add this person to your Site, based on theirknown credentials. The credential can either be an email address (if the person has aprofile) or Tag number (if it’s a Tag User in another Site).

1. On the People tab, select +invite.

2. Enter the email address or Tag number of the person. SALTO KS will search for the profile, and show the known details. Click ‘Next’

3. Now, similar to creating a new person, determine this person’s role & rights.

Changing role & permissions

For an existing User, it could be that he or she may get a different role in SALTO KS. The higher the role, the more rights the person has, and the more changes he/she can make. Changing the role:

1. On the People tab, find the person to change the role for

2. Click the pencil-icon next the name, this will bring up a window with the person’s details

3. In the dropdown role, select the appropriate role. Keep in mind that the roles higher than Site User require the User to have an account. If a person doesn’t have an email address, enter one to invite them to create an account.

Changing lock options

1. On the People tab, find the person to change the role for

2. Click the pencil-icon next the name, this will bring up a window with the person’s details

3. Now you have the option to (de) select various lock-options. For additional information regarding the lock options, hover the questionmarks next to the options

Changing lock options

SALTO KS manages access via the IQ, by checking Access Groups over the internet. In case a lock can not connect to an IQ (i.e. power ouTage), the lock has locally stored a limited amount of People and their access. Each person can have multiple keys, such as a Tag or (multiple) Mobile Key(s). Here is how to manage these. Manage Keys:

1. On the People tab, find the person to change the role for

2. Click the pencil-icon next the name, this will bring up a window with the person’s details

3. Click the link ‘Keys’, this will show an overview of the person’s Keys.

4. Now you can per Key block- and unblock access. This will directly prevent the person’s access with that Key. This feature is very helpful for when instance a phone is lost.
5. Click ‘Assign a PIN’, this will bring PIN code generation window.

6. PIN code is now created for the us and can be used to access on PIN enabled locks. As PINs are not stored in the system, this is the only screen you see the PIN code.

7. If the user forgets the PIN code, new PIN code can be created by clicking ‘Assign a new PIN’ button.

Manage offline access

1. On the People tab, find the person to change the role for

2. Click the pencil-icon next the name, this will bring up a window with the person’s details

3. Click the link ‘Keys & Offline Acccess’, this will show an overview of the person’s Keys.

4. Now you can (de)select for which Key to grant Offline Access. Important People in your Site, that should always have access - should have their most used Key(s) checked for Offline Access.

Next: Locks

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