Configure a Group

From the sidebar, select Configuration, then People Groups. The People Groups list is displayed.
Select Add a Group to add a new group to the system, or choose a group to edit its information.
On the Group details screen, enter the name of the group.
Under People:
1. Assign people to the group.
  1. Select Add People. If people were previously added, the tab shows the number of people currently assigned to the group.
  2. On the Assign People screen, choose individual people to be members of the group. For large people lists, select Load More People at the bottom of the list to view more people.
  3. To search for people, begin typing a name in the search field to locate people with matching names.
  4. Select Done.
2. Automatically add new people to this group, by selecting to enable this option.
Under Authorizations:
1. Select to enable First card unlock authorized to give members of this group the authority required for unlocking a door when the reader is in a card unlock mode.
  First card unlock authority is used in conjunction with scheduled reader modes that are configured for First Card Unlock functionality. See First Card Unlock.
2. Select to enable Double card presentation authorized to give members of this group the authority required for presenting a badge twice to change the behavior of a reader.
3. Select to enable Locked door access authorized to give members of this group special access to locked doors. See Locked Door Override.
If everyone needs to become members of the group:
1. On the Assign People screen, select and choose Assign all people to add all people in the system to the group. Choose Unassign all people to remove all assigned people from the group.
2. Select Continue. This will assign all people in the system to this group when its saved.
Assign spaces to the group.
1. Under Access Control, select Add Spaces. If spaces were previously added, the tab shows the number of spaces currently assigned to the group.
2. On the Assign Spaces screen, choose the spaces that the group will be allowed to access.
3. Select Done.
Assign a schedule for access. The default setting is Always.
To use scheduled access, configure a schedule, then assign the schedule. When a schedule is active, people in the group configured for that schedule have access only during the specified time.
1. Under Access Control, select Always.
2. On the Schedule screen, choose the schedule that will apply to the group.
3. Select Done.
Select Save to save your changes. If you exit this screen after the assignments are made without saving, you will be prompted to save or discard your changes.

Training video: Manage People Groups in the Customer Portal

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