To create an Access Rule, tap or click the Add Rules button in the Access Rules section of the sidebar menu. This can be done for a Person or a Group.
By default, the Access tab will be selected.
Next, tap or click the Schedule field and choose the appropriate option (Always, Recurring, Single Date). Each Schedule option will be outlined separately below.
After configuring the Access Rule as detailed below, tap or click the Submit button in the lower right corner of the sidebar menu to save the new Access Rule.
Creating an Always (24 hour) Access Rule
Schedule - After tapping or clicking the Add Rules button, the Schedule field defaults to Always. The rule will always be processed.
Devices - Select the Devices to include in the Access Rule. Tap or click the Edit Devices button on the right edge of the pop-out sidebar next to Devices.
Action - The Action option specifies whether the Access Rule allows or denies access to the Doors/Devices it contains.
Allow - Will Allow access to the specified Door/Devices for the Person or members of the Group that the rule is present in. This is the default state for this option.
Deny - Will Deny access to the specified Door/Devices for the Person or members of the Group that the rule is present in.
Authentication Policy - The Authentication Policy determines which Credential types are required to gain access.
Primary Authentication Options:
You must select at least one Primary Authentication Policy:
- Card or Bluetooth: Requires a physical card or a Bluetooth credential via the PDK Access App.
- PIN: Requires entering a PIN on a reader keypad.
- Mobile Button: Requires tapping the Door name in the PDK Access App.
Secondary Authentication Policy (Optional):
The Secondary Authentication Policy adds an extra layer of security.
- PIN: If the Primary Authentication Policy is set to Card or Bluetooth, you can require a PIN as a second step. The user must scan their credential and then enter their PIN.
Important Note: If an Authentication Policy is set for the Device in Configuration, it may conflict with the selected Authentication Policy, causing Credentials to function improperly. It is recommended to set this during Access Rule creation.
Adding a Recurring Access Rule
Schedule - After tapping or clicking the Add Rules button, select Recurring. The rule will be processed only during the selected time frame each week.
Days - Select the days of the week the rule will be processed. By default, Monday-Friday are selected.
Begin - Tap or click this field to enter the specified time (in 24H format) that the Access Rule will begin.
End - Tap or click this field to enter the specified time (in 24H format) that the Access Rule will end.
Devices - Select the Devices to include in the Access Rule. Tap or click the Edit Devices button on the right edge of the pop-out sidebar next to Devices.
Action - The Action option specifies whether the Access Rule allows or denies access to the Doors/Devices it contains.
Allow - Will Allow access to the specified Door/Devices for the Person or members of the Group that the rule is present in. This is the default state for this option.
Deny - Will Deny access to the specified Door/Devices for the Person or members of the Group that the rule is present in.
Authentication Policy - The Authentication Policy determines which Credential types are required to gain access.
Primary Authentication Options:
You must select at least one Primary Authentication Policy:
- Card or Bluetooth: Requires a physical card or a Bluetooth credential via the PDK Access App.
- PIN: Requires entering a PIN on a reader keypad.
- Mobile Button: Requires tapping the Door name in the PDK Access App.
Secondary Authentication Policy (Optional):
The Secondary Authentication Policy adds an extra layer of security.
- PIN: If the Primary Authentication Policy is set to Card or Bluetooth, you can require a PIN as a second step. The user must scan their credential and then enter their PIN.
Important Note: If an Authentication Policy is set for the Device in Configuration, it may conflict with the selected Authentication Policy, causing Credentials to function improperly. It is recommended to set this during Access Rule creation.
Creating a Single Date Access Rule
Schedule - After tapping or clicking the Add Rules button, select Single Date. The rule will only be processed for the specified timeframe on a Single Day.
Date - Tap or click this field to select the date when the rule will be processed.
Begin - Tap or click this field to enter the specified time (in 24H format) that the Access Rule will begin.
End - Tap or click this field to enter the specified time (in 24H format) that the Access Rule will end.
Devices - Select the Devices to include in the Access Rule. Tap or click the Edit Devices button on the right edge of the pop-out sidebar next to Devices.
Action - The Action option specifies whether the Access Rule allows or denies access to the Doors/Devices it contains.
Allow - Will Allow access to the specified Door/Devices for the Person or members of the Group that the rule is present in. This is the default state for this option.
Deny - Will Deny access to the specified Door/Devices for the Person or members of the Group that the rule is present in.
Authentication Policy - The Authentication Policy determines which Credential types are required to gain access.
Primary Authentication Options:
You must select at least one Primary Authentication Policy:
- Card or Bluetooth: Requires a physical card or a Bluetooth credential via the PDK Access App.
- PIN: Requires entering a PIN on a reader keypad.
- Mobile Button: Requires tapping the Door name in the PDK Access App.
Secondary Authentication Policy (Optional):
The Secondary Authentication Policy adds an extra layer of security.
- PIN: If the Primary Authentication Policy is set to Card or Bluetooth, you can require a PIN as a second step. The user must scan their credential and then enter their PIN.
Important Note: If an Authentication Policy is set for the Device in Configuration, it may conflict with the selected Authentication Policy, causing Credentials to function improperly. It is recommended to set this during Access Rule creation.
Editing an Access Rule
Deleting an Access Rule
To delete an existing Access Rule, in the Access Rule sidebar for an existing Access Rule, tap or click the Delete Rule button in the lower left corner of the sidebar menu.
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