safetrust Registering Identity Systems Software User Guide

safetrust Registering Identity Systems Software

About this guide

This document includes step-by-step instructions for registering identity systems, creating people, configuring readers, and assigning virtual credentials.
Note: This guide assumes that you meet the pre-requisites listed in 02 of this document prior to commencing the set-up process.
This document is specifically for administrators and is not suitable for end- users. If you require assistance at any point during the set-up process, please contact your local sales representative.

Pre-set-up checklist

You have an account for the Safetrust Credential Manager Platform
You have the appropriate role-based access for completing operational tasks
Your account has a valid license
You have acknowledged and accepted the terms and conditions of use for this system
If you require assistance in setting up your initial customer account, please don’t hesitate to contact your local sales representative.

Creating an Identity System

• Step 1:
  Access the Safetrust Credential Manager platform via http://www.safetrust.com by clicking Log In from the right-hand side of the navigation.
  When the portal is open, use the email or phone number you created your account with to log on.

• Step 2:
  From the navigation panel on the left, select Identity Systems and click Add to create a new system.

• Step 3:
  You must complete the fields for Identity System Type, Identity system name, Description, Activation Distance, and Guest credential use time before proceeding. When complete, click the green Next button to continue.

• Step 4:
  Under the Credential type dropdown, select your preferred credential type. You are also required to specify the Credential format, a Facility code, and a Credential range for future credentials you assign. You can also choose a Credential number allocation from either Sequential, Random, or Manual depending on your requirements.

• Step 5: Optional
  Visual Template: Select a visual template for your credential images from the drop-down. Priority: Numerical value of sequence (enter 1 if you want this template to be first). Default: Check this box if you want this template to be chosen upon the creation of a credential.

• Step 6:
  Customize your welcome email for new people in your organization and click Next to continue. If you do not wish to onboard people via SMS, you do not have additional License agreements for your users, and you are not using a Third Party Wallet, you can click Save to skip steps 7-9 and finalise your new Identity System.

• Step 7: Optional
  Customize your welcome SMS for new people in your organization and click Next to continue.

• Step 8: Optional
  If you have an additional licencing agreement you wish for your users to agree to, please add it in this step.

• Step 9: Optional
  If you are using a Third-Party Wallet with the Safetrust SDK, please specify here.

• Complete!
  Once you click Save, you should see your new Identity System listed in the main tab. You are now ready to create people and assign credentials for this Identity System.

Creating People & Assigning Credentials

• Step 1:
  Return to the left navigation panel and select the ‘People’ tab. Click Add to create one person at a time or click Import to register bulk users via the CSV file format specified.

• Step 2:
  Enter a Username (email or mobile number), First name, and Last name for the person and click Save to complete.
  Note: While it is not a mandatory field, you can also assign a Role from the options available. A person will require an Installer role or higher in order to configure readers.

• Step 3:
  When a new person is created they will show as an entry on the main tab. To see a person’s active credentials, or to add a new credential, click the icon.

• Step 4:
  Click the Add button.

• Step 5:
  Select the Identity System you just created from the dropdown. If you have multiple identity systems created (like shown on this screen) you may need to scroll.

• Step 6:
  Set a Start Time and End Time for the credential. You can also upload personalized credential images for each person using the Upload buttons which will appear if you have not already assigned a Visual Template to the Identity System. Click Save to finish.
  Note: The credential will automatically be set to Never Expire. You will need to un-check this box to specify an end time.

• Step 7:
  Your new credential will be sent to this person and will show under their account like the screen below. Check that all the information is entered correctly and click the Close button to exit the dialogue box.

• Complete!
  Once the identity system, users and credentials have been setup, the next step is to download the Safetrust Wallet App via the App Store (for iOS devices) or Google Play (for Android devices).
  After downloading, follow the prompts on your onboarding email or SMS to activate your Wallet account.

Configuring a New Sensor

• Step 1:Open the Safetrust Wallet
  The Safetrust Wallet App communicates with the sensor via Bluetooth and configures the sensor for an Identity System.
  Setup:

  •  Open your Safetrust Wallet App or download it from the App Store or Google Play if you haven’t already.
  •  Login with Google Sign-In or with the username and password that you set your Safetrust account up with.

Step 2: Choose a sensor to manage
With the Manage Sensor tab open, bring the phone in range of the SABRE, and once visible from the App, click on the sensor.
Note: You may need to click the refresh button in the top right-hand corner. Once the sensor is highlighted, click CONFIGURE from the bottom options.

Step 3: Input sensor information
The settings show a range of configuration options for the sensor, however, the following fields are the main settings that require action at this time.
Setup:

•  Choose an Identity System.
•  Specify the Type of access from the dropdown (eg. Door, Gate etc.)
•  Assign a short Name and Description using alphanumeric characters.
•  Choose an Output for the sensor (the default is set to Wiegand).

Configuring WiFi:

1.  To connect the sensor to a WiFi network, click the ‘Configure Wifi’ toggle button. Switching the toggle will reveal additional settings below.
2.  Click the ‘Choose a network’ setting or type in the Wifi Name in the ‘Wifi Name’ field. If your network is not listed, try clicking the refresh icon next to ‘Choose a network’.
3.  Choose the network type – Personal or Enterprise.
4.  For Enterprise 802.1X networks, click the ‘Root certificate’ and ‘Client p12’ buttons to upload your certificates. Type the P12 password in the ‘P12 password’ field.

Activation Distance
Set the Activation Distance for your sensor between touch and 50 ft (15m). The distance will automatically be set to 30cm, meaning a user needs to be within 30cm in order to “Auto Authenticate” to the reader.

Anti-passback
The Anti-Passback setting defines the number of seconds between each attempt to resend a mobile credential.
Anti-Passback can be used to prevent users from passing their credentials back for another user to borrow and to stop users from entering an area by simply following or tailgating another user.

OSDP Output:
If the Output is set to OSDP, select the Serial Baudrate and set the Device ID to match the settings of the access control panel. Once you have adjusted all the configuration settings, scroll to the bottom of the page and click SUBMIT to successfully complete the sensor configuration.

Step 4: Configuration complete!
When the SABRE information is saved successfully to Credential Manager and assigned to the Identity System, the new description will appear in the Manage Sensor tab with a unique serial number assigned.

Getting Access

Using your mobile wallet

• To authenticate for a door, boom gate, elevator, or whatever your Identity System is set up for, simply present your mobile device running the Safetrust Wallet application to the reader.
• When the phone is within the configured activation range, the LED on the assigned credential for this sensor will turn yellow.
• If Auto Authenticate is enabled for the mobile credential, the credential will be sent to the SABRE whenever the mobile device is within the activation zone.

Safetrust delivers a touchless access experience that makes the new workplace secure, healthier, and convenient. Using virtual credentials stored in your mobile phone or wearable, Safetrust enables employees to move seamlessly through secured doors, elevators, turnstiles, and more. Safetrust eliminates the need to replace your existing readers by leveraging your existing infrastructure, providing a fast, cost-effective, and convenient upgrade path to touchless virtual credentials. Safetrust is headquartered in Fremont, California. Want to Learn More?
Contact sales@safetrust.com

References

• Safetrust Inc - Touchless Identity Solutions
• Safetrust Inc - Touchless Identity Solutions

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