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Add Users and Installers

Site administrators can invite users and assign a role. Access rights are configured separately from the role.

Add a user​

  1. Open the Type D site and tap Users.
My Sites screen with the Example siteSite Management menu with Users
  1. Tap Add users, then select Add a single user.
Users page with Add Users buttonAdd a New User page with single and bulk options
  1. Enter the user's full email address and select a role:
  • Guest uses entry points according to assigned access rights.
  • Manager can perform delegated site management tasks.
  • Administrator has full site management access.
  • Installer can link or unlink KINs and edit KIN settings.

You can also add a searchable description or make the user temporary by setting an expiration date and time. Tap Save.

Add a New User form with email and role fieldsUser role options in the Add a New User formTemporary user and expiration settings
  1. Select Yes when asked whether you want to define access rights now. Select No if you plan to use an access rule instead.
User invitation prompt asking whether to define access rights
  1. Choose an access type:
  • Always permits access at any time.
  • Weekly permits access during recurring weekly periods.
  • From-To permits access during one date and time range.
  • Access rule uses a predefined rule.
  • Clone access rights from another user copies an existing user's permissions.

Tap Next.

Access type selection for a new user
  1. Apply the access to all entry points or only selected entry points. Tap Next, review the grant, and tap Save.
Entry point scope selection for user accessReview screen for granting unlimited access

Add an installer​

Administrator permission required

Only a site administrator can add an installer.

  1. Follow the same invitation flow, but select Installer as the user role.
Site Management menu used to open UsersAdd a New User page used to add an installerInstaller invitation formInstaller role selected in the user role list
  1. If the installer also needs to operate the entry point, assign access rights during the invitation or through an access rule. The installer role alone does not grant door access.
Installer invitation prompt asking whether to define access rightsInstaller access type selectionInstaller entry point access scopeInstaller access grant review
  1. Installers can link or unlink KINs and edit KIN settings for the site.
Entry point settings available to an installerKIN link setting available to an installerKIN behavior settings available to an installer

Edit or remove a user​

  1. Open the site and tap Users.
  2. Use the menu beside a user to remove the user from the site or resend the invitation email. Tap the user to change their role, access rights, description, or temporary-user settings.
Users list with Remove User and Resend Email actionsUser management page with role and access settings
warning

Removing a user revokes their access to the entire site.