Editing the Admin Branding

1. To edit the admin branding, you have to be first on your admin account.

2. From the top right corner of the page you will be able to see and use the Help Section, Notifications and Settings.

3. From Settings you can change the Branding by setting up the image/logo and entering a custom text.

4. After setting up the brand, press on the Update button in order for the changes to take effect.

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Sorting all Self-Service Records

1. To sort the self-service records, you have to be first on your admin account.

2. Press on the Integration tab ( ) from the left side of the page.

3. Then press on the Self-service tab ( ) from below.

4. Then press on the List button on the right side of the menu in order to see all self-service records.

5. Then press on the upper/lower arrow on the right of any of the name columns in order to sort the list.

 

 

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Searching & Filtering Self-Service Records

1. To search a self-service record, you have to be first on your admin account.

2. Press on the Integration tab ( ) from the left side of the page.

3. Then press on the Self-service tab ( ) from below.

4. Then press on the List button on the right side of the menu in order to see all self-service records.

5. Then start typing below the name columns in the list in order to filter the list based on your criteria.

 

 

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Deleting a Self-Service Record

1. To delete a self-service record, you have to be first on your Admin account.

2. Press on the Integration tab ( ) from the left side of the page.

3. Then press on the Self-service tab ( ) from below.

4. Then press on the List button on the right side of the menu in order to see all self-service records.

5. Then press on the Delete button ( ) on the right of the wanted self-service record.

6. Once pressed, the self-service record will be deleted, so think twice before taking this kind of action.

 

 

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Editing a Self-Service Record

1. To edit a self-service record, you have to be first on your admin account.

2. Press on the Integration tab ( ) from the left side of the page.

3. Then press on the Self-service tab ( ) from below.

4. Then press on the List button on the right side of the menu in order to see all self-service records.

5. Then press on the Edit button ( ) on the right of the wanted self-service record.

6. Here you can modify the wanted fields. After modifying the fields, press on the Update button in order for the changes to take effect.

 

 

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Viewing a Self-Service Record

1. To view a self-service record, you have to be first on your admin account.

2. Press on the Integration tab ( ) from the left side of the page.

3. Then press on the Self-service tab ( ) from below in order to view details from a self-service record.

4. Then press on the List button on the right side of the menu in order to see all self-service records.

5. Then press on the View button ( ) on the right of the wanted self-service record.

 

6. From here, you can either go back to the list by pressing the Back button or go to the edit section by pressing the Edit button.

 

 

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Adding a New Self-Service Record

1. To add a new self-service record, you have to be first on your admin account.

2. Press on the Integration tab ( ) from the left side of the page.

3. Then press on the Self-service tab ( ) from below in order to add a new self-service record.

4. Then press on the Add button on the right side of the menu in order to add a new self-service record.

5. Here you will have to fill in the required fields in order to add a self-service record.

6. After filling in the fields, you can either press on the: 

  • Back button – this will return you to the list of self-service records.
  • Save & exit button – this will create a record based on the completed form and return you to the list of self-service records.
  • Save & new button – this will create a record based on the completed form and show a new form to create a new self-service record.

 

 

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Enabling SMS Messages

1. To enable SMS messages, you have to be first on your admin account.

2. Press on the Integration tab ( ) from the left side of the page.

3. Then press on the SMS tab from below in order to see all types of SMS messages available.

4. From here, you can enable/disable different types of SMS messages that can be triggered only under certain conditions. You can also change or customize the default message template from each type of SMS message by typing each word and [shortcode] or by using the predefined buttons with their respective [shortcodes]. The SMS messages and their effects when enabled are:

  • Accept-request message – this message triggers when a resident has the option SMS access validation enabled. After that, a resident user can accept or deny a request from an incoming person or auto record by sending an SMS message back with the allow/deny code attached with the SMS request received instead of going in the app interface to allow or deny the request.

 

  • Alarm message – this message triggers when an operator activates the alarm mode. Multiple messages with the template used will be sent to all guests from the same location that the operator belongs to.

  • Greeting message – this message triggers if a phone number is attached to a person or an auto record and they also have been checked-in by an operator. After that, the person with the respective phone number will be notified through an SMS message with details about where to find the visited resident.

  • Parking message – this message triggers only if an operator enters a phone number for a new person or auto record. After that, the person with the respective phone number will be notified through an SMS message with details about their parking spot.

  • Event confirmation message – this message triggers when a new registration is made through a registration form from an active event. The person with the respective phone number from the registration will be notified through an SMS message with guest details.

5. After setting up the SMS messages, press on the Save button in order for the changes to take effect.

 

 

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Sorting all Meeting Rooms

1. To sort the meeting rooms, you have to be first on your admin account.

2. Press on the Meeting room tab from the left side of the page.

3. Then press on the List tab from below in order to see all meeting rooms.

4. Then press on the upper/lower arrow on the right of any of the name columns in order to sort the list.

 

 

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Searching & Filtering Meeting Rooms

1. To search a meeting room, you have to be first on your admin account.

2. Press on the Meeting room tab from the left side of the page.

3. Then press on the List tab from below in order to see all meeting rooms.

4. Then start typing below the name columns in the list in order to filter the list based on your criteria.

 

 

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