Partitions – ProdataKey, Inc.

Integrator

Admin

Manager

Reporter

Partitions allow a Manager or Reporter to access only those People, Groups, and Rules to which they are assigned management duties. This is commonly used for one or more floors within a building, department, individual tenants in a multi-tenant building, or other selected Doors on a Customer Account. The Permissions for Integrator and Admin can grant Managers or Reporters access to Partitions.

Adding a Partition

To create a new Partition, first select on the + Add Partition button in the Partitions window. This will pop out a drawer where you can enter the information for the new Partition.

Partition Name - Enter a descriptive name for the Partition in this field.

Members - Select the Edit Users button to add users with Permissions for the Customer Account to manage the Partition. After selecting the selected User(s) and highlighting them, select the Save button below the list of Users to add them to the new Partition and return to the Partition creation drawer.

NOTE: Integrators and Admins have full access to all information in the Customer Account, regardless of Partition assignment.

Devices - Select the Edit Devices button to add Devices on the Customer Account that can be added for management in the Partition. After selecting the selected Device(s) and highlighting them, select the Save button below the list of Devices to add them to the new Partition and return to the Partition creation drawer.

After naming the new Partition and adding the managed Users and Devices to the Partition, select the Save button in the bottom right corner of the drawer to complete adding the new Partition to the Customer Account.

Editing a Partition

After a Partition has been created, selecting the name of a Partition will display a drawer menu where the Name, Members, Devices, and Custom Fields (if used) in the Partition can be edited. Please note that the Default Partition cannot be renamed.

The Partition Name, Members, and Devices fields work identically to when initially adding the Partition to the Customer Account.

Custom Fields - To add a custom field to People in the Partition, select the Create Custom Field button to open the Custom Fields window.

Previously created Partitions are listed in alphanumeric order. Deleting a Partition can be done by selecting the Partition and then selecting the Delete Partition button in the bottom left corner of the Partition boundary. The Default Partition cannot be deleted.