How-To Create a Group

Groups control the level of access permission granted to a user. When a user is assigned a credential to allow access at an entry point, that user must be placed into an appropriate group. A user can be in multiple groups. In this case, the group with the most access permissions will apply. For example, if Group 1 is for AM Shift and Group 2 is for the PM shift, any user in both groups will have access during both the AM and the PM shifts.

Groups are managed on the Groups tab. They also require a schedule that is managed on the Schedules. You can have as many groups and as many access schedules as you would like.

Creating a Group

When creating a new group, you will have the ability to designate access points, add users, and set up a schedule for that group. Schedules for access can be created on the Schedules tab by navigating to Access Schedules.

1. Navigate to the Groups module and click '+ Add Group'

   

2. Name your group, select the status whether active or suspended, and click 'Next'

   

3. Search and select people you would like to add to the group. You can filter by the attributes of the people want to include. You can skip this step for now and add people later. Once you select your desired people press 'Next'.

   

   4. Select a Zone with the Access Points the People in the Group will have access to and add multiple Zones if needed. Feel free to skip this step for now, you can always edit this part.

Users can be added to groups during the group editing process or they could be added from their user profile. It is best to create your groups prior to creating the necessary users in them so they can easily be added during user profile creation. Groups can also be created without adding any zones by clicking Skip. Do not select any directories.