Admin Activities

Created by Lweaver, Modified on Tue, 30 Sep at 6:52 PM by Lweaver

User Login - Authentication options
- SSO options
  - O365
  - Google
- Non-SSO
  - Individual logins called Internal Logins
  - Requires individual user registration
  - At registration, a user account is created with a default role of "NEW_USER" with limited access.
  - A site administrator must then go in and update the role of the newly registered user to an appropriate role based on the access required to the system.
- It's possible to have both SSO users and non-SSO users on the same site. If your site is setup primarily as an SSO site for your organization, but you need to add a non-SSO user to your site, follow the steps above for non-SSO users.
Default user roles and permissions
Adding custom roles
- Go to Admin - System - User Roles to add custom roles to the system beyond the default roles that come with your initial set-up
- You will be prompted to fill out the following fields:
  - User Role - Name of the role
  - Role Description - Description of the role if needed
  - Restrict certain configuration to location(s) - Restricts administration and reports to specific locations.
  - Role Hierarchy - 1-5 - 5 is highest privilege, 1 is lowest
    - You can only edit role for another user whose role is the same or lower role hierarchy as your own.
    - You can only view users with the same or lower role hierarchy as your own
System settings to manage your site
- System parameters
- Booking restrictions
  - Building level restrictions- These are booking restrictions that are part of the Building record
    - Max Booking Days - Maximum number of days in advance you can book spaces in this building.
    - Min Advance Booking Days - Minimum number of days in advance you can book spaces in this building.
    - Area check-in time limit (mins) - Time limit you are allowed to check-in to a booked space before the booking will be cancelled in this building. Default is 12 hrs (720 mins.). If client would like to use this feature, please contact support so we can setup automated processes on the backend. Not applicable if check-in feature is not utilized.
  - Floor level restrictions- These are booking restrictions that are part of the Floor record
    - Booking Enabled - Switch to turn on / off booking for this floor.
    - Capacity - Maximum number of people for this floor. This value also applies to user bookings on this floor.
    - Auto-Cancel Override - If Auto-Cancellation is enabled for your site, but you have a floor where you don't want auto-cancellation to have an effect, you can turn on this override switch. If this switch is ON, and a user has not checked-in before the Area check-in time limit on the Building record, their booking will NOT get cancelled.
  - Booking Restrictions- Found in Admin - System - Booking Restrictions - assigned to individual user accounts
    - Booking days limit per week - Maximum days you can book a space per week of any area type for the floors selected in the "Allowed building/floors for booking" field. This includes General Admission bookings
    - Weekday selection - Days of the week when bookings are allowed for the floors selected in the "Allowed building/floors for booking" field.
    - Allowed building/floors for booking - Selected floors where you are allowed to book.
    - Allowed floors/area groups for booking - Selected area groups on selected floors where allowed to book.
    - Allow booking at other sites - When enabled, allowed to book at other locations, but restrictions will still apply at the "Allowed building/floors for booking" selected floors.
  - Area Groups
    - Selection of Areas on a given floor
    - Group is given a name and that group is selectable from the Booking Restriction in the "Allowed floors/area groups For Booking" field
    - Once an Area is put in a group, only users that have the Booking Restriction assigned to their user, and that Booking Restriction includes the group, can those users book the Area(s).
  - Area level restrictions- Booking restrictions that are part of the Area record
    - Is Bookable - This must be set to "Yes" for an area to be bookable. It can be set to "No" to turn off booking for this Area
Alerts
System Health Monitoring- To monitor the health of gateways and sensors you can use the following 2 views:
- Sensor Map
  - Accessible via the Monitoring - Sensor Map menu option - then select a specific floor to view.
  - Map will display with icons for all the different devices on that floor.
  - The color of the icons helps identify either the gateway sensors are connected to, or problem areas where a sensor / gateway is dead, doesn't have a channel, or has not checked-in.
  - Click on an icon to get more information about that device.
- Sensor Status
  - Accessible via the Monitoring - Sensor Status menu option
  - Displays the up / down status of your sensors and gateways organized by Location / Building / Floor. It is color-coded to highlight problematic areas and device types.
  - Go to floor level and click link for details - WORK ON THIS
  - The bottom section allows you to search for Sensor Notes added to specific sensors.
Location / Building / Floor / Area Management
- User Role location restrictions - These are restrictions that are part of the User Role record
  - Restrict certain configuration to location(s) - When set to specific location(s), it will restrict users for that role to only be able to view/edit/update (depending on permissions) in the specified locations. This applies to Reports and Admin functionality.
Area Management
- During the Implementation Phase of becoming an AVUITY client, you will have provided AVUITY meta data about your space portfolio for the setup of Locations, Buildings, Floors, and Areas within the system.
- Space changes over time and you may want to change Area names, Area Categories, Area Types, or Amenities as your organization changes.
- Changing Area Record - Area Name, Type, Amenities, Is Visible, and Is Bookable
  - Navigate to the Admin - Corporate - Areas menu option.
  - Use the column filters at the top of each column to find the Area you want to edit.
  - Click to edit the Area - Each Area has a unique ID that cannot be changed. So you can change the Area Name or the other fields listed and know that you will not be losing any data. The sensor or motion zone to Area ID mapping cannot be changed by these Area changes.
  - From this view you can edit the Area Name, Area Type, and Amenities.
  - Is Visible - Use this setting to show or not show an area inside Map Booking.
  - Is Bookable - Use this setting to set an area as bookable or not inside Map Booking.
    - If set to "Yes" - "Use Internal Calendar" must be Yes OR "O365 Name" filled in.
    - An Area can be not bookable, but visible - this means it shows as a lighter green than the bookable areas on the floor plan. Users can see the area exists and what the Area Name is.
- Changing Area Categories
  - Navigate to the Admin - Corporate - Area Categories menu option.
  - From here you can add new categories, modify the name and/or description of the category, or remove categories.
- Changing Area Types
  - Navigate to the Admin - Corporate - Area Types menu option
  - From here you can add new types, modify the name and/or description of the type, or remove types.
  - You can also set whether the area type will be used in capacity calculations in the reports.
- Changing Amenities
  - Navigate to the Admin - Corporate - Amenities menu option
  - From here you can add new amenities, modify the name and/or description of the amenity, or remove amenities.
Brand Info - Go to Admin - System - Brand Info to update the color theme and logos presented on the site. You have the ability to upload a small and large logo.
API access (REST API's)