1. Log in and navigate to Occupancy. Main Menu-> Administration-> Occupancy
2. On the lower left-hand side click the  Create button.
3. Enter the name of the Occupancy.
4. Use the System drop-down menu to select the proper access control system.
5. Use the Facility drop-down to select the Facility.
6. Use the Company drop-down to select the Company.  Often you will use the "New Occupancy" option.​
7. Optional:  Enter the Phone Number, Website, and Badge Template in the fields provided.
   • Optional:  Email Address Formula information can be entered, but this feature is still in development and has no effect at this time.
8. Use the Street Address 1 text area to add an address. Street Address 2 is available if needed.
9. Enter the City.
10. Use the Region drop-down menu to select the State or Region.
11. Select the Country.
12. Enter the Postal Code.
13. Click the get from address above text to add a location marker to the Map.  
14. When finished use the  button to finish.
15. Select the "Floors" button
16. Select the checkbox for the floor the occupancy resides in.
    • Select "Set Default" for the floor is the default floor.
17. Select "Save"

1. Log in and navigate to Schedules. Main Menu-> Administration-> Schedules
2. In the lower left-hand side click the  icon.
3. Select System the Schedule will be used with.
4. It is important to verify that the Schedule Type is set to Access Schedule​.
5. Give the Schedule a name using he Name text field.
6. Using the Schedule Interval, select the time you want to allow Access.
   • Note: If necessary use the  icon to add another row for more complex timing.
   • Note: If there is a period where you wish to disallow access you must use the first interval up until the time where access should be suspended then use another interval when the Access schedule should go into effect again. 
   • This Schedule would be used to allow a person to use their credential to gain access from 6:00am to 6:00pm.
7. ​Define the Schedule to be applied for Holidays. 
   • Note: If the schedule is not going to change on a holiday, i.e. normal workday schedule, then you would leave this field blank.  If you want to prevent people who are assigned this schedule from entering the building on a holiday then select the , but leave the S-S check boxes empty.
8. When finished, use the  button to finish.

1. Log in and navigate to Delegate Points. Main Menu-> Administration-> Delegate Points
2. In the lower left hand side click the  icon.

3. Under the Currently Delegated Points header, click the  button to add additional delegate points.
4. The next menu will let you select the System, Facility, Controller and SIO Board to populate the list with available Readers or Floor Stops.
5. Select the Reader or Floor Stop from the top list.
6. Then assign them using the  icon to assign a single Reader or Floor Stop or the  icon to move all of the Readers or Floor Stops.
7. Finish by clicking the Click Here to Select text.
8. After you have selected all of the Readers and Floor Stops you will select who to delegate them to.
9. Under the Delegate Recipient(s) header, use the  to add the recipients of the delegated points.
   • Note: If you accidently add too many just use the  to remove the row.
10. Select the Type of the Recipient, Global Company, Vendor or Occupant.

11. If you have selected Vendor or Occupant, select the System and Facility of the recipient.
    • Note: If you select Global Company you may skip this step.
12. Select the Delegate Recipient from the drop down menu.
13. When finished use the  button to finish.

1. Log in and navigate to Access Levels. Main Menu-> Administration-> Access Levels
2. Click the  button to create a new Access Level.
3. Select the System for which the Access Level is being created.
4. If the Access Level should only be used by a specific Company, select it in the Company field.
   • Note: If a Company is selected, the Access Level will only be viewable to be selected and applied by users with a Role that is scoped to the specified System and/or Company. 
   • Note: If a Company is NOT selected, the Access Level will only be viewable to be selected and applied by users with a Role that is scoped to the specified System.  This typically means only the building manager can assign this Access Level to a person. 
5. Name the Access Level.
   • Note: BluBØX recommends naming the Access Level in such a way that it describes the access and not the people that use the Access Level. It is typically better to group Access Levels together to describe the type of person using Access Level Groups.  
6. Use the Person/Visitor toggle to specify whether this Access Level is for People or for Visitors.
   • Note: The same Access Level cannot be used for both Visitors and People.
7. Apply By Default: if selected, the Access Level will be given automatically to every person who is affiliated with the Company specified in #4.  If the Company field is set to "Any" the Access Level will be given to all people records that are created in the System, regardless of Company affiliation. 
8. Start & End Date /Time: these fields serve to specify a validity period for the Access Level. If no Start Time is specified, the Access Level is immediately valid.  If no End Time is specified, the Access Level never expires.
9. Click the  button to display the next screen. A sample is shown below. It serves to specify the list of access rights (security point/Schedule combinations) that shall be contained in the Access Level. 
10. Click the  icon next to Add Reader(s) or to Add Floor Stop(s) to add a new security point.
11. Highlight the one or more security points (Readers or Floor Stops)  that appear in the top list that must be included in the Access Level, then click the   button to move them to the lower assignment list. 
    • Hint: If you wish to move ALL the security points from the top list to the lower list, you can do it in one step by clicking the  button without selecting anything.
    • Either way, complete the task by clicking the "Click Here To Include Selected Items"  link at the bottom of the window. This will add the security points from the lower list into the Access Level.
12. Access Schedules: the final step is to specify a Schedule for each of the Access Level's security points using the pull-downs in the Schedule name column.  
    • Note: Any security point to which a Schedule is not assigned at this time will not be included in the Access Level when it is saved.  
13. Save the Access Level by clicking the  button. 

1. Log in and navigate to Roles. Main Menu-> Administration-> Roles
2. On the filter page, click the Submit button to load the list view.
3. On the lower left hand, side click the  icon.
4. Select the scope that the Role will be used for with Assignable By.
5. Fill in the field that appears based on the chosen Role scope:
   1. Global: N/A
   2. System Group: System Group
   3. System: System
   4. Facility: Facility
   5. Occupancy: System and Occupancy
6. Select the Category of this Role (General or Life Safety).
7. You can also specify if the Role should be Apply by Default to the people created with the same Occupant.
8. Enter the name of the Role using the Name field.
9. You may also add a Description for easy administration of the Role.
10. Set the Permissions for this role.  Please read the Permissions article if you do not completely understand the impact of each choice.
    • You set the permission by left-clicking on the box to the left of the box(s) you want to select.
    • You can drill down into the sub-menus by clicking on the hollow triangle next to the option you want to drill into.
    • Key:  = Partial Permissions,  = Complete Permissions.
11. Create the Role by selecting the  button.

In order to create a Vendor, you will need to provide details on the Vendor. This information will include the basics like name, address and contact information. There may also be COI specific fields that indicate the status of the Vendor's COI and their ability to perform work in the building. Do not worry if these fields are not displayed, they are only exposed when your System requires COI for Vendors. 

1. Enter the Vendor's name.
2. Select the System the Vendor will need access.
   • Note: This Vendor can be associated with other Systems as well, through the Associations tab that will be available once the initial record is created. 
3. Select the current Vendor Approval Status.
   • Note: This status will indicate to the person admitting the Vendor, whether they are allowed on site. The person will, however, have the ability to override the status if the situation allows for it. 
4. Enter the Vendor Number if applicable.
5. If applicable: Add when the Certificate of Insurance (COI) becomes valid..
6. If applicable: Add when the Certificate of Insurance (COI) becomes invalid..
7. Add the Contact Information for the user using the appropriate fields. The more details you are able to provide the easier administering the Vendor will be in the future. 
8. Choose the Time Zone of the Vendor.
   • Note: This is an important step, it will prevent the entry from being created if the time zone is not set.
9. Use the get from address above  text to add a location marker to the map. (Not shown in image above)
10. When finished use the   button to finish.

1. Log in and navigate to Holidays. Main Menu-> Administration-> Holidays
2. On the lower left-hand side click the  icon.
3. Select the Create New radio button to the right of the Create via text.
4. Use the System drop down menu to Select the proper  access control system.
5. Next, enter the date of the Holiday.

6. Enter the Name of the Holiday.
7. Select Default Holiday from the drop-down menu.
8. Once complete, use the  button to finish.

1. Log in and navigate to Watchlists. Main Menu-> Administration-> Watchlists
2. In the lower left hand side click the  icon.
3. Depending on the users role / permissions, a number of available options are available to specify the Owner of the Watchlist.
4. The example above shows the creation of a Occupancy Watchlist.
5. When the Owner selection is changed, users are required to provide additional information by clicking "Please Select" or making a selection in the drop-down menu.
6. Occupants have 2 options available: Occupancy and Me, the Occupancy option allows all users of that Occupancy to manage the Watchlist Members.
7. Use the Name text field to give the Watchlist a name.
8. When finished use the  button to finish.
9. You are now ready to add Watchlist Members

NOTE: All Watchlist Members from any Watchlist will be checked against when a Visitor Invitation is created and when a Visitor Admission is checked-in by Security

Watchlist Owner Definition

Me: Watchlist belongs and is maintained be user that created the Watchlist

Occupancy: Watchlist belongs and is maintained be any users of the Occupancy.

Facility: Watchlist belongs and is maintained be any users of the Facility.

Company: Watchlist belongs and is maintained be any users of the Company.

System: Watchlist belongs and is maintained be any users of the System.