People

To begin adding a new Person to the Customer Account, tap/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.

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.
Credentials - This allows Credentials, both physical and Mobile, 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 sections 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 mobile app, a picture can be directly added using the camera on the mobile device.

Access Status - This setting allows the Person to be active (Enabled) or inactive (disabled) upon creation.
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 be using a PIN, enter a unique PIN code for the Person in this field.
Duress PIN -  The Duress PIN can be entered in two ways: manual entry or generated by the system. If a PIN was entered and no Duress PIN was entered, the system will add a Duress PIN to the Person after saving the changes and will be the number 9 before the entered PIN.
Partition - If the Person will be assigned to a specific partition, tap or click inside this Partition field or on the down arrow to select a listed partition. The Partition field will only be displayed if partitions beyond the default partition were created. For more information, please refer to our article regarding Partitions.

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 the completed template file can be uploaded or the template file downloaded 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 (to a maximum of 5000 people in a single template file), tapping/clicking the 'Click to Upload' button will allow you to select the file. You can also drag the template file to the grey box in the dialogue window to upload the template file. 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 that group as a new Group and add each person to the new Group.

Tapping/clicking the "Allow import to update or overwrite records" option allows you to specify if the records for People are to be updated/changed/deleted on import. You will be prompted to review the changes and choose the action to take for the duplicate entries (those that will need to be updated/changed/deleted).

Note: Using the Bulk Upload function is most effective when a large number of People and Credentials need to be added at single time.

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 is located below the Search People field. This will pop out a sidebar with the information for the Person with an Edit Details button located in the lower right corner.

Tapping or clicking the Edit Details button will pop out an additional sidebar over the existing sidebar menu which has the same fields as when adding the Person to the Customer Account initially.

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 while 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 between Cards and Mobile in the dialogue window.

• Card - When adding a Card Credential to a Person, the Credential number associated with the physical Credential must be entered. In addition, 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.
  
• Mobile - When adding a Mobile Credential to a Person, the choice of adding Bluetooth and/or Mobile App Credentials is available.
  Bluetooth are used with PDK TouchIO and Red-series readers with Bluetooth functionality.
  Mobile App allow a user of the PDK App to remotely open/activate a door/device, independent of the type of reader being used.
  

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 be displayed, 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 regarding 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.