People

To add a new Person to the Customer Account, select + Add Person in the People window. This will open a drawer 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, select the Partition dropdown 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 here.

First Name - Enter the first name of the Person. 

Last Name - Enter the last name of the Person.

Email Address - Enter an email address for the person, allowing for the use of Digital Credentials.

Active Date - Select to open a calendar where the date and time when the Person's credentials will automatically become active.

Expire Date - Select to open a calendar where the date and time when the Person's credentials will automatically become inactive.

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, select Bulk Upload in the People window. 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 selecting the link in the dialogue box. The template file, a spreadsheet file named 'import-people-template.csv', is used to Bulk Upload People into the Customer Account. 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, selecting Click to Upload 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. Adding a Group name to the template that does not yet exist in the System creates the Group and will add associated People to it.

Selecting Allow import to update or overwrite records allows you to specify whether People records are updated, changed, or deleted during import. 

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 select the Name of the Person in the People window. This will display a drawer 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 drawer displays existing Credentials 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 drawer menu. When adding a new Credential to a Person, Cards or PINs are always available. Digital Credentials can only be selected if an email address for the Person has been entered previously.

To add a Credential to the selected Person, select + Add Credential 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 Red-series readers that support Bluetooth. The Mobile Button allows a PDK Access App user to open a door/device, regardless of the reader type.

To delete a Credential that was added to a Person, select 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.

To add a Person to a residential Unit, select + Add to Unit. For more information regarding Units, refer here. 

This section of the drawer 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, select + Add Rule.

For more information regarding adding Access Rules to a Person, please refer here.

The Recent Audit Log only shows the 50 most recent events for the User. If additional logged entries are desired, the Reports function can be used to view all logged events and modifications for a specific timeframe, by device name, specific People, etc.