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
- Log in and navigate to People. Main Menu-> Administration-> People
- In the lower left-hand side click the
icon. - Select the type of person you wish to create. ( Vendor or Occupant ).
- Based on the previous choice, select the Vendor or Occupant.
- Enter the First Name, Last Name, and Middle Initial.
- Provide the person with an ID Number, if applicable.
- 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
for more info on how to set times for a person.
- 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.
- Add a Phone Number.
- 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).
- Select one of the entered email address and make it default with the radio button.
- When finished use the
button to finish.
Add an Access Level to a Person
- Log in and navigate to People. Main Menu->Administration->People
- Use the search criteria feature, then select the entry you wish to edit from the list.
- 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.
- Use the tabs to select Access if not already on the correct page.
- Use the Add Access Level button below the list to add an Access Level.
- In the new popup menu, click all of the Access Levels you want to assign.
- 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.
- Note: If you have an Access Level assigned mistakenly use the
- Add the selected Access Levels to the Person by clicking the
button. - Commit changes with the
button.
Add a Role to a Person
- Log in and navigate to People. Main Menu-> Administration-> People
- Use the search criteria feature, then select the entry you wish to edit from the list.
- 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.
- Use the tab at the top to select Roles.
- Click Add Roles button.
- Note: You may want to use the View button to view the permissions you are granting.
- Select the Role you wish to grant to the user.
- Click here for more information on Roles.
- 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.
- Confirm changes with the button.