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BluINFO

Creating and Configuring a Person

Overview

People are the ones that utilize the access control system on a regular basis. One of the most powerful features of BluSKY is its ability to manage and control the various aspects of any Person in the system.

Creating a Person

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

CreatePerson.png

  1. Select the type of person you wish to create. ( Vendor or Occupant ).
  2. Based on the previous choice, select the Vendor or Occupant.
  3. Enter the First Name, Last Name and Middle Initial.
  4. Provide the person with an ID Number, if applicable.
  5. If the Person will be temporary or will begin in the future, use the Start and End Time Fields to specify.
    • Note: If you do not specify a time the Person will start immediately and will not expire.
    • Note:  Click Here Plus Sign.png for more info on how to set times for a person.
      • Select CalendarIcon.png to get a calendar for the start or end time.  By selecting CalendarIcon.png a Date/Time pop-up will appear.
      • Simple: Select "Today" at the bottom of the pop-up.  This will select the current day and time. Ex 4/15/2015 04:45 PM
      • Custom:
        • Note: Select the top center of the pop-up to go back in time.  Ex. if displaying hour, selecting the top middle of the pop-up will display day.  The initial pop-up will display the current month's calendar.
        • Select the month and year - select the current month and year at the top center of the pop-up.  A new pop-up will appear, use the arrows to the left and right of the year to select a new year, select the month in the main body of the pop-up. Upon selecting the month you will go to the month view calendar.
        • Select the Day of the month: Choose the day you want from the body of the pop-up.  Once the day is selected the pop-up changes to an hour view.
        • Select the Hour:   Select the hour you want.  There is both an AM and a PM list, so make sure to select the right time.
        • Select minute: This is the final selection.  You are given 5 minute intervals to choose from.  Once the minutes are selected your choice is shown in the main window. Ex 4/15/2015 04:45 PM
  6. Enter an Email.
    • You can add more than one email if necessary.
    • If you use more than one you can specify which email you wish to use as the login by clicking the default button to the right of the email address.
  7. Add a Phone Number.
  8. If the Person will be using BluSKY please provide them a login using the BluBØX Login toggle. 
    • Select one of the entered email address and make it default with the radio button. 
    • Provide a password for the user, that is at least 8 characters long and includes uppercase, lowercase and special characters (you can toggle a plain view or generate a random password if you wish).

   crPersonUserName.png    

  1. When finished use the   button to finish.

Add an Access Level to a Person

Add Access Levels to a Person
  1. Log in and navigate to People. Main Menu->Administration->People
  2. Use the search criteria feature, then select the entry you wish to edit from the list.
  3. Click the   button in the lower left-hand side to open the Person Edit screen.
    • Note: If the edit button is not available, ensure that only one entry has been highlighted.
  4. Use the tabs to select Access if not already on the correct page.
  5. Use the Add Access Level button below the list to add an Access Level.

  

  1. In the new popup menu, click all of the Access Levels you want to assign.
  2. Use the   button to move them to the assign section of the menu. All Access Levels in the lower section field will be added to the Person.
    • Note: If you have an Access Level assigned mistakenly use the   button to move it to the unassigned section again.
  3. Add the selected Access Levels to the Person by clicking the Click to Select Button button.
  4. Commit changes with the saveBtn.png button.

Add a Role to a Person

  1. Log in and navigate to People. Main Menu-> Administration-> People
  2. Use the search criteria feature, then select the entry you wish to edit from the list.
  3. Use the   icon in the lower left hand side.
    • Note: If the edit button is not available ensure that only one entry has been highlighted.
  4. Use the tab at the top to select Roles.
  5. Click Plus Sign.png Add Roles button.
    • Note: You may want to use the View button to view the permissions you are granting.
  6. Select the Role you wish to grant to the user.
    • Click here for more information on Roles.
  7. Select the Role Scope
    • Note: Role Scope refers to where in the System hierarchy the Role is valid. The higher up the hierarchy the more places the Role is applied.
  8. Confirm changes with the saveBtn.png button.

 

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