People

To add a new Person to the Customer Account, tap or click the Add person button in the People window. This is located next to the Search People field and above any existing People on the Customer Account. This will pop out a sidebar where you can enter the information for the new Person.

When creating a new Person on a Customer Account, you are required to enter the First Name and Last Name of the Person. All other fields are optional.

Partition - If the Person will be assigned to a specific partition, tap or click the Partition down arrow to select a listed Partition. The Partition field will be displayed only if partitions beyond the Default Partition have been created. For more information, please refer to our article regarding Partitions.

First Name - Enter the first name of the Person. 

Last Name - Enter the last name of the Person.

Email Address - An email address can be entered for the person, allowing for the use of Mobile Credentials.

Active Date - Tapping or clicking this field will open a calendar where the date and time when the Person's credentials will automatically become active can be selected.

Expire Date - Tapping or clicking this field will open a calendar where the date and time when the Person's credentials will automatically be disabled can be selected.

PIN - If the Customer Account includes any keypad readers and the Person will use a PIN, enter a unique PIN for the Person in this field.

Duress PIN - If the Customer Account includes any keypad readers and the Person will use a PIN, enter a unique Duress PIN for the Person in this field.

Custom Field - If Custom Fields are used, they can be created or managed here. 

Access Status - This setting allows the Person to be active (Enabled) or inactive (Disabled) upon creation.

Credentials - This allows both physical and Mobile Credentials to be added to the Person. For more information about Credentials, refer to the section below regarding Credentials.

Groups - This allows the Person to be added to a specific Group upon creation. For more information about Groups, refer to the section below regarding Groups.

Profile Picture - A picture can be added to a Person, which will be displayed in the People window and in the Live Event window when an Event associated with the Person occurs. When using the PDK Access App, you can directly add a picture using the camera on your mobile device.

 

To begin Bulk Uploading People to the Customer Account, tap/click the Bulk Upload button in the People window. This is located next to the Add person button and above any existing People on the Customer Account. This will open a dialogue box where you can either upload the completed template file or download the template file for your use.

You can download the CSV Template, a CSV (comma-separated values) file, by clicking the link in the dialogue box. The template file, a spreadsheet file named 'import-people-template.csv', is used to Bulk Upload People into a Cloud Node system. For more information on how to use the Import Template, please refer to the article Understanding how to use the People Import Template.

After populating the import template with People and their details (up to a maximum of 5,000 people in a single template file), tapping or clicking the 'Click to Upload' button lets you select the file. You can also drag the template file to the grey box in the dialogue window to upload it. If you have multiple Partitions configured on the Cloud Node, you will need to select which partition the imported people will be added to. Entering a Group that does not yet exist will create the Group and add each person to it.

Tapping or clicking the 'Allow import to update or overwrite records' option allows you to specify whether the records for People are to be updated, changed, or deleted during import. You will be prompted to review the changes and choose an action for the duplicate entries (those that need to be updated, changed, or deleted).

NOTE: Using the Bulk Upload function is most effective when adding a large number of People and Credentials at once.

To edit the Details of a Person on a Customer Account, first tap or click the Name of the Person in the People window. This will display a sidebar with information about the Person. Select the field that needs to be updated, then select 'Save' after the necessary changes have been made. 

This section of the pop-out sidebar displays existing Credentials (physical Cards and Mobile app) and allows new Credentials to be added to the Person. Each existing Credential will be displayed as an individual item in the Credentials section of the sidebar menu. When adding a new Credential to a Person, Card Credentials are always available. Mobile Credentials can only be selected if an email address for the Person has been entered previously.

To add a Credential to the selected Person, tap/click the Add Credential button and then select the type of Credential.

• Card - When adding a Card Credential to a Person, the Credential number associated with the physical Credential must be entered. Additionally, a Facility Code can be entered if Facility Codes are used on the Customer Account, and an optional Description for the Credential can also be entered.
   

• PIN - When adding a PIN to a Person, if the Customer Account includes any keypad readers, enter a unique PIN. 

• Duress PIN - When adding a Duress PIN to a Person, if the Customer Account includes any keypad readers, enter a unique Duress PIN. 

• Digital - When adding a Digital Credential to a Person, the option to add Bluetooth and/or Mobile Button Credentials is available.
  Bluetooth is used with PDK Touch io and Red-series readers that support Bluetooth. The Mobile Button allows a PDK Access App user to remotely open/activate a door/device, regardless of the reader type.

To delete a Credential that was added to a Person, tap/click the garbage can icon located to the right of the Credential details. A pop-up dialogue box will then appear, prompting the user to confirm the deletion of the Credential.

This section of the pop-out sidebar allows a Person to be added or removed from a shared ruleset. For more information about Groups, please refer to our article regarding Groups.

To create a Rule (Access, Event, Elevator, or Anti-Passback) that applies only to the selected Person, tap or click the Add Rule button.