People

Edit Person

Screen Overview

The Edit Person screen is the central workspace for viewing and maintaining a single person’s record in BluSKY. From here, administrators can update core profile information, assign roles, issue physical and mobile credentials, grant or revoke access levels, upload photos, print badges, manage preferences, register mobile devices, apply suspensions, associate vehicles, and review full audit history.

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Field Definitions

Field Label	Definition	Notes
Photo	Current profile image displayed on the Basic Info tab.	Used on badges, directories, and UI.
Person Type	Categorization tabs: Integrator, Customer, Vendor, Occupancy.	Determines available fields and defaults.
Occupancy	Company/site the person belongs to.	Drives default floors, access, and templates.
First Name	Person’s legal first name.	Required.
Last Name	Person’s legal last name.	Required.
Middle Initial	Middle initial.	Optional.
Nick Name	Preferred display name.	Optional; may appear on badge depending on template.
Floor	Default floor associated to the person.	Used by elevator/floor features.
Floor Stop	Default elevator floor stop.	Works with Destination Dispatch Elevator (DDE).
DDE Auto Floor Assignment	Enables automatic floor assignment for DDE.	Yes/No; supports AI and Manual apply.
Appearance, Voice, Name Opt In	Consent to use appearance/voice/name.	Yes/No toggle.
Location Exempt	Excludes the person from location-based features/reporting.	Yes/No toggle.
Gender	Gender selection.	Optional; for reporting/personalization.
Job Title	Person’s title.	Optional.
Department Code	Code for department.	Optional.
Department Name	Department name.	Optional.
Pronoun	Preferred pronoun.	Optional.
Employee #	Internal employee identifier.	Used in search and integrations.
Work Environment	Work arrangement (e.g., onsite, hybrid).	Optional.
Employment Term	Employment type or term.	Optional.
Worker Type	Worker classification.	Optional.
Office/Desk Location	Desk or office details.	Optional.
Start Date	Employment/start date and time.	May drive access activation.
End Date Time	End date/time for record.	Past dates may trigger deactivation.
Emergency Contact Name	Primary emergency contact.	Optional.
Emergency Contact Relationship	Relationship to the person.	Optional.
Emergency Contact Home Phone	Home phone for emergency contact.	Optional.
Emergency Contact Work Phone	Work phone for emergency contact.	Optional.
Emergency Contact Mobile Phone	Mobile phone for emergency contact.	Optional.
Phone	Contact phone entry.	Type selector, number, and Default toggle (on Create).
Email	Contact email entry.	Type selector, address, and Default toggle (on Create).
Intercom	Intercom/door phone credentials.	Extension, User Name, Password.
BluB0X Login	Enables a BluSKY login account.	Yes/No; shows User Name, Password, Confirm Password on Create.
Roles (tab)	Role membership for the person.	Use Add Role to assign.
Credentials: View	Filter for credential view (e.g., Assigned).	Affects the credential panel list.
Allow BluID	Allows BluID mobile credential issuance.	Requires BluID service.
Allow HIDMobile	Allows HID Mobile Access.	Requires HID integration.
Allow Apple Wallet	Allows Apple Wallet credential.	Requires supported readers/tenants.
Allow Google Wallet	Allows Google Wallet credential.	Requires supported readers/tenants.
Card [n]	Credential container panel.	Each card has the fields below.
Credential Type	Technology type (e.g., Proximity).	Pick correct technology for card.
Card Type	Specific format (e.g., 37 bit with Facility Code).	Must match card format.
Issue Code	Card issue number.	Often “0” unless using incremental issues.
External Card Number	Printed/external number on the card.	Typically entered/scanned.
Internal Card Number	Calculated/used by system.	Copy External button can mirror External value.
Facility Code	Site/facility code associated with the card.	Required for many proximity formats.
Serial Number	Card serial as read by an unencrypted reader.	Prompts: “Please scan card using unencrypted reader.”
PIN #	Numeric PIN associated with the person/card.	Optional; for keypad readers.
Start Date Time (Card)	Activation date/time for this credential.	Leave blank for immediate activation.
End Date Time (Card)	Expiration date/time for this credential.	Required for temporary cards.
Number Of Card Uses	Usage limit before credential deactivates.	Blank = unlimited.
Public Notes	Free-form notes about the credential.	Visible to authorized users.
User Flag	Status flag (e.g., Active Cardholder Record).	Controls usage and reporting.
Allow Access To Locked Door	Overrides for locked doors.	Yes/No; use with caution.
Remove From Database	Deletes the specific credential record.	Button within each card panel.
Add (Credentials)	Adds another credential panel.	Button at the bottom of Credentials tab.
Access: View	Filter for the access grid (e.g., Assigned).	Controls which grants are shown.
Include/Remove	Row selector to include or remove an access item.	Red minus indicates removable.
BLUREMOTE	Remote control defaults per access row.	All/None/Default per item.
Access Type	Type of grant (Access Level or Access Level Group).	Display-only in grid.
Name (Access)	Name of the level or group.	Display-only in grid.
Schedule Name	Schedule associated to the grant.	Display-only in grid.
Access Rights Granted Start	Grant start timestamp.	Display-only unless editing the grant.
Access Rights Granted End	Grant end timestamp.	Display-only unless editing the grant.
Inserted By	User who granted access.	Read-only.
Date Inserted	When grant was created.	Read-only.
Add Access Level(s)	Opens selector to add one or more access levels.	Button under grid.
Add Access Level Group(s)	Opens selector to add groups.	Button under grid.
UDFs	User Defined Fields area.	Content varies per tenant; may be empty.
Suspend Access Rights: Start Date Time	Start of access suspension.	Temporarily disables physical access.
Suspend Access Rights: End Date Time	End of access suspension.	Access auto-restores after this time.
Suspend BluB0X Website Access: Start Date Time	Start of portal login suspension.	Blocks application login.
Suspend BluB0X Website Access: End Date Time	End of portal login suspension.	Login auto-restores after this time.
Vehicles	Person-associated vehicles.	Use Add to create new vehicle entries.
Available Photos	Thumbnails of existing photos.	Click to select default if supported.
Upload Via File	Photo upload method from file.	Radio option.
Upload Via Camera	Photo capture method via camera.	Radio option (browser permissions required).
File	File picker for photo upload.	Accepts common image formats.
Auto ID	System-generated image identifier.	Read-only after upload.
MFA ID	Multi-factor image identifier.	Read-only after upload.
Upload	Commits selected photo to the profile.	Button on Person Photos tab.
Badge Design	Template dropdown used to render the badge.	Choose an available badge template.
Set Badge Template	Applies the selected badge template.	Updates preview below.
Badge Preview	Live rendering of the person’s badge.	Reflects template, name, and photo.
Send To Printer	Sends current badge to the configured printer.	Requires badge printer integration.
Preferences: Time Zone	Preferred time zone for this person.	Impacts time displays/notifications.
Preferences: DDE Auto Floor Assignment	DDE auto-assignment toggle with AI/Manual.	Apply to commit changes.
Preferences: Inactivity seconds after video switches to live	Delay before UI returns after live video.	Numeric seconds.
Mobile Devices: Device Model	Registered device model.	Populates when device is enrolled.
Bluetooth MAC Address	Device Bluetooth MAC.	Read-only.
Bluetooth Version	Device Bluetooth version.	Read-only.
Mobile OS	Device operating system.	Read-only.
OS Version	Mobile OS version.	Read-only.
Date Inserted (Device)	When the device was first seen/added.	Read-only.
Date Updated (Device)	Last update time for device info.	Read-only.
Delete (Device)	Removes selected mobile device record.	Button at bottom of Mobile Devices tab.
History Entry Type	Filter for history entries.	Dropdown above the audit grid.
History: Action	Action category (e.g., Access, Card, Photo).	Read-only.
History: Description	Detailed description of the event.	Read-only.
History: Action Performed By Person	User who performed the action.	Read-only.
People List: Last Name	Column on People list.	Sortable.
People List: First Name	Column on People list.	Sortable.
People List: Nick Name	Column on People list.	Sortable.
People List: Photo	Column showing photo indicator.	Click to view profile.
People List: Email	Column showing email.	Clickable when present.
People List: Entity	Column showing organization.	Sortable.
People List: Status	Active/Inactive/Unknown.	Sortable; search filter available.
People List: Type	Person type classification.	Sortable.
People Filter: Facility	Filter by facility.	Multi-select with “-- All --”.
People Filter: Entity	Filter by entity.	Multi-select.
People Filter: Floor	Filter by floor.	Multi-select with “-- All --”.
People Filter: Role	Filter by role.	Multi-select with “-- All --”.
People Filter: Search	Status filter (Active/Inactive/etc.).	Dropdown.
People Filter: View	Result layout (Simple, etc.).	Dropdown.
People Filter: Search Text	Free text search (e.g., name, floor).	Text box.
People Filter: Search Card	Search by internal/external card number.	Text box.
People Filter: Search Employee #	Search by employee number.	Text box.
People Filter: Search Email	Search by email address.	Text box.

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Screen Actions and Functions

• Save – Commits all changes on the current tab.
• Cancel – Reverts unsaved changes on the current tab.
• Back To List – Returns to the People list while preserving the selected person context.
• Back To Filter – Returns to the last-used People filter.
• Add Role – Opens selector to assign a role to the person.
• Credentials: Add – Adds a new credential panel to issue another card.
• Credentials: Remove From Database – Deletes the specific credential record.
• Send To Printer – Prints the current badge using the selected badge design.
• Upload – Uploads the selected/captured photo to the profile.
• Add Access Level(s) – Assigns one or more access levels to the person.
• Add Access Level Group(s) – Assigns one or more access level groups.
• Delete (Mobile Device) – Removes a selected device from the Mobile Devices tab.
• Suspend: Save – Applies suspensions for physical access and/or website access.
• People List: Create – Opens Create Person.
• People List: View / Edit – Opens view or edit for the selected person.
• People List: Assign / Revoke – Shortcuts to grant or revoke access.
• People List: Check In – Initiates check-in workflow for the selected person.
• People List: Delete – Removes a person record (subject to permissions).
• People List: Access – Opens Access tab for the selected person.
• People List: Login – Manages login for the selected person.
• People List: Export – Exports the current People list view.
• People Filter: Submit – Runs the search with current criteria.
• People Filter: Reset – Clears all filters to defaults.
• People Filter: Employee One Day Pass – Launches one-day pass workflow.

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Usage Instructions & Examples

1. Update Basic Information

1. From People list, select a person and click Edit.
2. On the Basic Info tab, update fields such as Occupancy, Floor, Job Title, and contact details.
3. Optionally toggle BluB0X Login and set credentials (on Create) or leave as No.
4. Click Save.

2. Issue a Physical Card

1. Go to the Credentials tab.
2. Verify Allow BluID/HIDMobile/Wallet toggles as needed for this person.
3. In Card 1, choose Credential Type and Card Type.
4. Enter External Card Number and Facility Code. Click Copy External to populate Internal Card Number, or scan to fill Serial Number.
5. Set Start/End Date Time if needed and optionally set PIN #.
6. Click Save.

3. Assign Access Levels

1. Open the Access tab (View = Assigned by default).
2. Click Add Access Level(s) or Add Access Level Group(s).
3. Select desired items and confirm.
4. Optionally adjust BLUREMOTE defaults per row.
5. Click Save.

4. Suspend a Person’s Access

1. Open the Suspend tab.
2. Under Suspend Access Rights, set Start Date Time and End Date Time.
3. Optionally suspend BluB0X Website Access for the same or different period.
4. Click Save.

5. Upload a Photo and Print a Badge

1. Go to Person Photos tab.
2. Choose Upload Via File (or Upload Via Camera), select a File, then click Upload.
3. Open the Badge tab, choose a Badge Design, click Set Badge Template.
4. Review the Badge Preview, then click Send To Printer.

6. Add a Role

1. Open the Roles tab.
2. Click Add Role and select the appropriate role.
3. Click Save.

7. Review History

1. Open the History tab.
2. Optionally filter by History Entry Type.
3. Review Action, Description, and who performed the change.

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System Behaviors and Edge Cases

• Required fields: First Name and Last Name are required to save a person. Additional required fields may appear based on tenant configuration.
• Card number handling: Internal Card Number can be auto-set via Copy External; formats must match the selected Card Type and Facility Code or saving will fail.
• Serial Number scanning: For certain technologies, Serial Number requires an unencrypted reader; otherwise the field remains empty.
• Activation/expiration: Card and Access grant Start/End Date Times control effective permissions. Expired credentials remain listed but will not grant access.
• Suspensions: Access Rights suspension overrides otherwise valid credentials and access levels within the suspension window. Website Access suspension blocks portal login only.
• Digital wallets: Allow BluID/HIDMobile/Apple Wallet/Google Wallet toggles appear only if the integration is enabled for the tenant/facility. Provisioning may occur asynchronously after Save.
• BLUREMOTE defaults: All/None/Default buttons affect remote-point permissions tied to the selected access item; settings are defined by the access type and may not be editable per point.
• Badge preview: Uses the selected Badge Design and current photo; if photo is missing, preview may show a placeholder or fail to print depending on template rules.
• UDFs: The UDFs tab may be empty if no user-defined fields are configured for the tenant.
• Mobile Devices: The grid typically populates automatically when the person enrolls or signs in with a supported mobile credential app; manual entry is not supported.
• History: Every create, update, role change, access change, credential action, and photo upload is logged with timestamp and actor for full auditability.
• Navigation state: Back To Filter returns to the last-applied People filters; Reset on the filter page clears them.
• End Date Time on Basic Info: Setting a past end date may change the person’s Status to Inactive after save, based on tenant rules.
• Deletion: Removing a credential via Remove From Database immediately revokes its use; deleting a person may be soft-delete and restricted by permissions.

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Permissions

• Access to Edit Person requires a role with PeopleView and PeopleEdit privileges.
• Issuing or modifying credentials requires CredentialManage permission.
• Assigning access levels or groups requires AssignAccess permission.
• Printing badges requires BadgePrint permission and a configured printer.
• Uploading photos requires PhotoUpload permission.
• Managing roles requires RoleAssign permission.
• Applying suspensions requires SuspendAccess permission.
• Viewing/clearing mobile devices requires DeviceManage permission.
• Viewing History requires AuditView permission.
• Deleting people or credentials requires corresponding Delete permissions.

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Linked Workflows

• People List and Filter – Search for, create, and select people before editing.
• Employee One Day Pass – Temporary visitor/employee pass issuance from the filter page.
• Access Levels / Access Level Groups – Define reusable access grants assigned on the Access tab.
• Badge Templates – Configure designs selectable on the Badge tab.
• Credential Types and Formats – System setup that controls available Card Types and validation.
• Roles Management – Create and maintain roles assignable on the Roles tab.
• Digital Wallet Provisioning – BluID/HID/Wallet services enabled in tenant/facility integrations.
• Destination Dispatch Elevator (DDE) – Auto floor assignment preferences and floor stops.

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Reference Image Links