Users in Space Work in progress

Overview

A user is typically a member of staff or a person who needs access to and within your installation on a regular basis. They are differentiated from other cardholders by the fact that they generally need everyday, rather than occasional, access. They also tend to have a greater level of access than other types of cardholders, such as visitors.

Creating users

To create a user, do the following:

1. Select Cardholders > Users. The Users screen is displayed.

Users screen

2. Click on Add. The User information screen is displayed.

User information screen

3. Type a title, first name and last name for the user in the Identification panel.

See Configuring users for more information on the Identification panel features.

4. Select the relevant partition from the Partition drop-down list, if required. See Partitions for more information.

5. Select the appropriate configuration and management options in the User information screen panels:

• Identification
• Key options
• User and key expiration
• Passcode
• Face recognition
• Mobile phone data
• Limited occupancy group
• Card printing template

Configuration options in 'User' information screen

6. Click Save.

Adding additional information

If required, you can add up to five general purpose fields to the User information screens. These fields allow you to add extra data, for example, a passport number or car registration number. To activate a general purpose field, you must select an Enable field checkbox in System > General options > User. You can then name the field in accordance with the information that you want to capture.

Assigning keys

After you have created and configured a user, you can click Assign key on the User information screen to assign them a key. See Assigning keys and Automatic key assignment for more information. When you assign keys to users, different icons are displayed in the Key status column on the Users screen, depending on the key status. See Key status icons for more information. The key status is also displayed on the User information screen. The period for which keys are valid is shown on the User information screen and also in the Key expiration column on the Users screen.

'Assign key' button

Banning users

After you have created and configured a user, you can, if necessary, ban a user from accessing any part of your Space installation by invalidating their key. For example, a user who is a member of staff can be banned while they are on vacation. Unbanning the user when they return from vacation restores their original access data to their key (after presenting the key to a wall reader or an online lock).

To ban a user, do the following:

1. Select Cardholders > Users. The Users screen is displayed.

2. Click on the user that you want to ban. The User information screen is displayed.

3. Click on the Ban user button and confirm the action in the Warning dialog box. The user is banned now.

'Ban user' button

To unban a user, do the following:

1. Select Cardholders > Users. The Users screen is displayed.

2. Click on the user that you want to unban. The User information screen is displayed.

3. Click on the Unban user button and confirm the action in the Warning dialog box. The user is unbanned now.

Adding user images

You can add images to user profiles in Space to identify users. You can select these images from a local file on your computer or you can take them using a webcam.

To add a user image, follow the steps below:

1. Select Cardholders > Users. The Users screen is displayed.

2. Click the user to which you want to add an image. The User information screen is displayed.

'Select picture' icon

3. Hover the mouse pointer over the image in the Identification panel and click the Select picture icon. The Select source dialog box is displayed.

'Select source' dialog box

4. You can select the image from a local file by selecting the Local file option or it can be also taken from a webcam by selecting the Webcam option. Select the appropriate image and click Open. The selected image is displayed on the User information screen.

5. Click Save.

You can hover the mouse pointer over the image and click the Remove picture icon to remove it if required.

Printing user profiles

You can print user profiles by clicking on Print on the User information screen. See Exporting data in Space for more information. Date and Signature fields are automatically included when you print user profiles. For example, you can ask users to sign and date these to confirm receipt of their keys.

Deleting users

You can delete any user by selecting the checkbox of the required user on the Users screen and clicking on Delete. This deletes their profile, and they are no longer displayed on the Users screen. If the deleted user had an assigned key, his key will be cancelled through the same process.

Reports on calculation on working hours

This report selection allows to have a working hour report according to the selected users.

'Print' dialog box - Working hours report

You can get a report of a working hour period according to the first and last event of the user in any door per day.

Configuring users

Identification

The Identification panel defines the user's details. Most of the fields in this panel are described in Creating users.

Other fields within the Identification panel, which display may vary depending on your needs and your Space license, are the following:

• Ext ID: You can show/hide this field by adding the SHOW_EXT_ID parameter in System > General options > Advanced. See Advanced tab for more information. The Ext ID field displays a unique identifier for the user, automatically generated by the system. You can amend this identifier if required.

• ROM code: You can show/hide this field by selecting the checkbox Hide ROM code for automatic key assignment in System > General options > Users. The ROM field is generally filled in by synchronization but it can also be filled in manually. This code is used for automatic key assignment.

• Wiegand code: You can show/hide this field by selecting the checkbox Wiegand code in System > General options > Users > Tracks of user key. See Wiegand format and Tracks of user key for more information. Only Wiegand interface is supported and requires a third-party ROM-code reader. The user access is based on an allowlist of ROM codes at the Salto DB. CU42X0 are required. See Advanced tab for more information.

• Authorization code: When a third-party reader is used - instead of the SALTO wall reader, an authorization code is required. It must be entered in the user information screen, and you can show/hide this field by selecting the checkbox Show authorization code in System > General options > General.

• General purpose fields: You can also add and name up to five general purpose fields. See Adding additional information for more information.

Key options

The Key options panel defines the user access details.

User and key expiration

The User and key expiration panel defines the key activation period.

Passcode

Passcodes are intended to be used with locks that have keypads, for example the SALTO DBolt Touch, where a user inputs a numeric code to gain access. Passcodes differ from PINs in that the PIN feature is used in conjunction with user keycards whereas passcodes are specific to the locks themselves. For example, a PIN may sometimes be required for users to gain access to certain parts of the installation when using their key as an additional method of authentication. See Key options for more information on PINs.

Passcodes in Space are six-digit codes that are randomly generated by the software. You cannot enter a custom code in the Passcode field. To asign a new passcode, press the Generate button beside the Passcode field. A six-figure code displays in the Passcode field. You can show and hide the number displayed in the Passcode field by clicking on the Show/Hide passcode button. Using the Copy to clipboard option, you can then share the code with the user via your preferred secure channel (email, WhatsApp, etc.).

If a user's passcode is compromised, you need to clear the current passcode by clicking on the Clear button. This button becomes the Generate button. Click on it to generate a new passcode. By doing so, the previous passcode that was assigned to the user becomes invalid for that user.

Face recognition

The facial recognition functionality is intended to be used with the SALTO Orion system for face authentication. A user stands in front of the device composed of the Orion CU (control unit) and the Orion C (camera) and shows their face to gain access. For more information on how to install SALTO Orion, please contact your SALTO technical support team.

You can enable this feature from the Face recognition tab within General options.

To enroll a user in the facial recognition feature, follow the steps below:

1. Click the Enroll button located in the Face recognition panel in the User information screen.

'Face recognition' panel in the 'User' information screen

2. A dialog box requesting the operator to input an email address displays. An enrollment request will be sent to that email address.

'Face recognition enrollment' dialog box

3. The user should follow the instructions described in the enrollment request.

4. Once the user is enrolled, the email address will appear on the Face recognition panel and the Enroll button toggles to Disenroll. To disable the face recognition feature, click on this button.

Enrollment statuses

The status of the enrollment process displays under the email and the Disenroll button. The possible statuses are as follows:

Mobile phone data

The Mobile Phone Data panel defines what mobile application the user will use and their mobile phone number.

The user's mobile phone number has to be entered in the International phone number field. You can select the area code in the drop-down list or type it manually according to the country the mobile phone line is from.

Limited occupancy group

You can add a user to a limited occupancy group by selecting the required group in the Limited occupancy group panel. Limited occupancy groups are used to manage restricted car parks, for example. See Creating limited occupancy groups for more information.

Card printing template

You can create card templates for different users in your organization. For example, you could create one template for day staff and a different template for night staff. When you create card printing templates, they are added to the Card printing template drop-down list. The template that you select in the Card printing template panel is used when you print the user's keycard. To print the card, select the appropriate template from the drop-down list and click the Print button.

Card printing templates must be created in Space under Tools > Card printing. See Card printing and Using card printing templates for more information.

Associating users

After you have created a user, you must associate access points, user access levels, zones, outputs, and locations/functions with the specified user. The following sections describe how to associate users with the various components.

Access points

See Access Points for definitions and information about how to create and configure access points.

To associate a user with an access point, do the following:

1. Select Cardholders > Users. The Users screen is displayed.

2. Click on the user name that you want to associate with an access point. The User information screen is displayed.

3. Click on Access points in the sidebar. The Access points dialog box is displayed. Note that the dialog box will be blank if you have not yet associated a user with this particular access point.

4. Click on Add. The Add dialog box, showing a list of access points, is displayed.

5. Select the required access point in the left-hand panel, and the timetable and the days period in the right-hand panel. Same as key is selected by default. It means the user will have access to the access point while the key is valid. Select Use the following days period if you want the user to have access to that specific access point only during a period of time. Select a Start date and an End date.

6. Click on Save & Close. The user is now associated with the access point.

To modify an access points's timetable or days period, from the Access points dialog box of the specific user, do the following:

1. Select the access point to be edited and then click on Edit.

2. Modify the Timetable and Days period selection and save the changes.

To dissociate an access point from a user, from the Access points dialog box of the specific user, do the following:

1. Select the access point to be deleted.

2. Click on Delete and confirm the action in the Warning dialog box.

See Cardholder timetables for more information.

User access levels

See User access levels for a definition and information about how to create and configure a user access level.

To associate a user with a user access level, do the following:

1. Select Cardholders > Users. The Users screen is displayed.

2. Click on the user name that you want to associate with a user access level. The User information screen is displayed.

3. Click on User access levels in the sidebar. The User access levels dialog box is displayed. Note that the dialog box will be blank if you have not yet associated a user access level with this particular user.

4. Click on Add. The Add dialog box, showing a list of user access levels, is displayed.

5. Select the required user access level in the left-hand panel and the days period in the right-hand panel. Same as key is selected by default. It means the user will have access to the access level while the key is valid. Select Use the following days period if you want the user to have access to that specific access level only during a period of time. Select a Start date and an End date.

6. Click on Save & Close. The user access level is now associated with the user.

To modify an access level's days period, from the User access levels dialog box of the specific user, do the following:

1. Select the access level to be edited and then click on Edit.

2. Modify the Days period selection and save the changes.

To dissociate an access level from a user, from the User access levels dialog box of the specific user, do the following:

1. Select the access level to be deleted.

2. Click on Delete and confirm the action in the Warning dialog box.

Zones

See Zones for a definition and information about how to create and configure a zone.

To associate a user with a zone, do the following:

1. Select Cardholders > Users. The Users screen is displayed.

2. Click on the user name that you want to associate with a zone. The User information screen is displayed.

3. Click Zones in the sidebar. The Zones dialog box is displayed. Note that the dialog box will be blank if you have not yet associated a zone with this particular user.

4. Click Add. The Add dialog box, showing a list of zones, is displayed.

5. Select the required zone in the left-hand panel, and the timetable and the days period in the right-hand panel. Same as key is selected by default. It means the user will have access to the zone while the key is valid. Select Use the following days period if you want the user to have access to that specific zone only during a period of time. Select a Start date and an End date.

6. Click on Save & Close. The zone is now associated with the user.

To modify a zone's timetable or days period, from the User access levels dialog box of the specific user, do the following:

1. Select the zone to be edited and then click on Edit.

2. Modify the Timetable and Days period selection and save the changes.

To dissociate a zone from a user, from the Zone dialog box of the specific user, do the following:

1. Select the zone to be deleted.

2. Click on Delete and confirm the action in the Warning dialog box.

Outputs

See Outputs for a definition and information about how to create and configure an output.

To associate a user with an output, follow the steps below:

1. Select Cardholders > Users. The Users screen is displayed.

2. Click on the user name that you want to associate with an output. The User information screen is displayed.

3. Click on Outputs in the sidebar. The Outputs dialog box is displayed. Note that the dialog box will be blank if you have not yet associated an output with this particular user.

4. Click Add. The Add dialog box, showing a list of outputs, is displayed.

5. Select the required output.

6. Click on Save & Close. The output is now associated with the user.

Locations/Functions

To associate a user with a location/function, follow the steps below:

1. Select Cardholders > Users. The Users screen is displayed.

2. Click the user that you want to associate with a location/function. The User information screen is displayed.

3. Click Locations/Functions in the sidebar. The Locations/Functions dialog box is displayed.

Note that the dialog box will be blank if you have not yet created a location or a function. See Locations and Functions for information about how to create and associate a location and a function.

See Locations/Functions tab for information about adding groupings for locations and functions.

4. Click on Edit. The Edit dialog box is displayed.

5. Select the required locations and functions in the corresponding panels of the dialog box.

6. Click Save. The user is now associated with the selected locations and functions.

You can filter by location or function name in the 'Edit' dialog box