Control ID iDSecure Cloud Software User Guide

Control ID iDSecure Cloud Software

Specifications

• Product Name: iDSecure
• Revision: 1

FAQs

• Q: How do I know if my device is successfully synced with iDSecure Cloud?
  • A: After adding the device to iDSecure Cloud, you will see a green circle indicating successful synchronization. Additionally, the status will show as “Verified” in the iDSecure Cloud interface.

Quick Start Guide

1. How to add a device to secure Cloud
   • To connect a device to the insecure Cloud, we will need the following information from the unit: Serial Number and iCloud Code. This information can be found on the device, either through its web interface or directly on its GUI.
   • In both cases, the device needs to be connected to the internet.
2. Network Configuration
   • To enable internet connectivity on the device, the user will need to configure DHCP or a static IP address on the device. This can be achieved by using the GUI or the embedded web interface.
3. Network Configuration – Graphical User Interface (GUI)
   • To connect to the internet, you must configure the IP address, subnet mask, and gateway of the device. Through the GUI, this can be done by following these steps: “Menu” > “Settings” > “Network”.
   • Update the information as you wish and connect the device to the network.
4. Network Configuration – Web interface
   • Alternatively, the network information can also be configured by accessing the embedded web server of the device. The default IP address is 192.168.0.129.
   • To access the device settings screen, open a web browser and enter the device’s IP in the URL.
5. The login screen will be shown. The default access credentials are:
   • Username: admin
   • Password: admin
6. Enabling iCloud
   • To securely connect to iDSecure Cloud, the user will need to enable iCloud (synchronization service from Control iD) on the device.
7. Enabling iCloud – Graphical User Interface (GUI)
   • To view the Serial Number of the device and enable iCloud, access “Menu” > “Settings” > “iCloud”

Enabling iCloud – Web Interface

• When using the web interface of the face, the information can be found in
• “Settings” > “iCloud”
• Once you access the iCloud button, you will find the needed information:
• Note: iCloud Mode must be enabled

Connecting the device to secure Cloud

• Now we open insecure Cloud (https://www.idsecure.com.br) and access “Access Control” >
• “Devices”. To add a new device, you can either click on “+” or “New device
• This will redirect the user to the “Device Enrollment” page where you will input the previously collected information and assign a “Name” for the reader.
• Note: This is also where you will assign the device to a specific Area, the bottom part of the image.
• After this, the device will undergo an automatic authentication process, and once completed, you’ll see the “Verified” status in iDSecure Cloud. The initial sync process will begin and a green circle will appear if everything was correctly synced.

How to enroll a User

• To enroll a new user, access the “User List” interface (“Enrollment” > “Users”) and click on “+” or “New User”
• On the new user page, you can enter the user’s information, such as Name, Email, ID, and Phone Number, as well as upload/take a picture that will be used for facial identification (see detail A below)

How to create a Schedule

• To create a Schedule, go to “Access Control” > “Schedule” and click on “+” or “New Schedule”
• On the next page, you can customize the Schedule:

How to create an Access Rule:

• To create a new access rule, go to “Access Control” > “Access Rules” and click on “+” or “New Access Rule”
• Control iD follows a “Who? When? Where?” logic for their Access Rules. After filling out the

Name of the new access rules, you will assign the new rule to:

• List of Users (or Groups, Visitors, etc…)
• Schedule(s)
• Area(s)

By default, iDSecure Cloud comes configured with a simple access rule that will grant access to all enrolled users on all devices. The user can delete this rule.

How to Create an Area

• To create an Area in insecure Cloud, go to “Access Control” > “Areas”, and either click on “+” or “New device”
• You’ll be able to input information on the Area and then click “Save”

How to view Access Logs / Reports:

• iDSecure Cloud allows you to generate various types of reports, one of them being the “Access Logs”. To view the logs, go into “Reports” > “Access Logs” and click on the blue icon on the right.
• This will lead you to the “Access Logs” report, where you’ll also be able to customize the generated report.

Mobile App

• iDSecure Cloud also has a mobile APP where you can manage users, reports, devices and even have a dashboard available. The iDSecure app is free and available on both iOS® and Android®

Dashboard

• The Dashboard menu is the first page you’ll see once you have successfully logged in to the iDSecure Cloud APP. Here you’ll find a graph with all the accesses from the last seven days, as well as the last entries of the Access Logs.

Users

• To manage users, after logging in to your account, in the Dashboard overview, click on “People”.
• This will show you a list of all the users enrolled in the system. To enroll a new user, click on the “+” sign and enter all the relevant information.
• You can also enroll a photo of the user (either by taking a picture with your phone or by selecting a picture from the gallery) that will be used for facial identification, in case you have connected faces.

Visitors

• Just like with Users, you can also add/remove and manage enrolled Visitors.
• To enroll a new visitor, click on the “+” sign and enter all the relevant information. You can also enroll a photo of the user (either by taking a picture with your phone or by selecting a picture from the gallery) that will be used for facial identification, in case you have connected faces. In the bottom part of the enrollment page, you’ll be able to set up the time frame in which this new visitor will have access (“Access period”).

Devices
To manage devices connected to the software, on the Dashboard page, click on “Devices”. This will take you to a screen with all the devices, and by clicking on any device, you’ll be able to see a small description (Model, Serial Number, and Status) and even remotely open the door.

Reports

To generate reports from the app, from the Dashboard overview, click on “Reports” and choose the type of report you want to see and later generate. You can customize the report by adding different Filters directly from the APP.

References

• Control iD | iDSecure

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