Identity Access Web Client Operators Guide
Accessing Identity Access Web Client
Identity Access Web can be accessed by typing the Web URL into an internet browser.
Please Note: The Username and password are Case Sensitive.
If Needed, the Web URL can be found on the System Info tab of the Identity Access Configuration program on the Server PC.
Adding a New User
To add a new User click the Add New User within the Home screen or New in the top right corner of the Users Screen
The Active switch allows you to enable/disable the user.
The Upload Image button allows you to apply a photo to the user's record.
The User type dropdown defines the category that the users belong to.
Enter the First Name and Last Name of the user (Title is optional).
Access Levels/ Groups lists all the available Groups within the system. To allocate the user to a
group, select the required group from the dropdown list. To remove the users from the group, press the X button inline with the group name. NOTE: Users can be allocated to more than one Group.
The user will have no access to the system until the Valid from date and time (the default is the date that
the user profile was created). Similarly, the user will have no access to the system after the Valid to expires
(default is Indefinite, but this can be changed in the Identity Access Configuration utility).
Allocate the user to a Company and a Department (if used). Companies and Departments can be a useful
filter when searching the event log.
Extra Details
There are numerous fields for Extra details that can be filled in if required. The Fields are Personnel Number Alias, Address, Suburb, Postal Code, Telephone Number, Cell Number, Work Number, Email, Date of Birth and Notes.
The Personnel Number is a text field that can be a useful filter when searching the Event page, It can also be selected to be unique
via the Identity Access Configuration utility.
The Cancel Button cancels adding/editing of the user and abandons all changes made.
The Save Button saves the record.
The New PIN Button allows you to add a pin to the user, PIN Numbers are used only for Token + PIN (Dual Authentication) mode. If you are using Code Only, use the Add Token option.
The New Tokens / Code allows adding of up to 6 Tokens/ Codes per user, The Token number may be written on the card, or read
via an Enrolment reader. Each token can be assigned a unique facility code.
The Add New Facility Code button allows the adding of facility codes. Type the facility code number into the Code box and a reference into the name box.
Users
The Users Menu can be accessed by clicking Users on the left navigation menu.
In the User Menu, a list of all users will be displayed.
The Users list can be filtered by using the User Type Dropdown.
The Users list can be searched using the search tool. The searchable fields are Last Name, First Name, Token Numbers, Company, Department and Personnel number.
The Type icons show the user's type. In the example below, E refers to the user type Employee.
If the User's icon is Red they are inactive.
At the bottom of the page, there are options for viewing and navigation.
Rows per page can be changed to show more records per page, The arrow key changes the page.
Clicking the New button will open the new user screen,
Clicking on a User will allow you to edit their record, with the same functionality as adding a New User.
Companies
The Companies Menu can be accessed by clicking Companies on the left navigation menu.
In the Companies page, a list of all Companies and Departments will be displayed.
The Companies list can be searched using the search tool. The searchable fields are Company or Department.
Clicking the New button will open the Add Company page.
Name Add a name for the new Company (Required Field)
Notes Add any notes which could make the configuration easier to understand in the future.
The Cancel Button cancels the addition or editing of the Company and abandons all changes made.
The Save Button saves the record.
A Company can be edited by clicking on the company in the list.
When editing a Company, you have the following options
Departments
New allows you to add a Department to the company
Clicking on the Departments allows you to edit the department
There are options to rename the department, add notes or Delete the Department
Events
The Events Menu can be accessed by clicking Events on the left navigation menu or the Events button on the home screen.
The Events Menu will show the most recent events from the Access Log
The Events list can be searched using the search tool. The searchable fields are Last Name, First Name, Token Numbers, Company, Department, Personnel number
The event list can be filtered by clicking on the Start Date or End Date
Which will allow you specify the date range
Once set, the date range can be removed by pressing the X icon
At the bottom of the page, there are options for viewing and navigation
Rows per page can be changed to show more records per page, The arrow key changes the page.
Doors
The Doors Menu can be accessed by clicking Doors on the left navigation menu or the Doors button on the home screen.
The Doors Menu will show a list of all the doors on the system
Grant Access will unlock the door for its defined unlock time (usually around 5-10 seconds).
Force Open will latch the door open. This door will then remain open until Force Closed is
clicked, which will then override the Forced Open command.
At the bottom of the page, there are options for viewing and navigation
Rows per page can be changed to show more records per page, The arrow key changes the page.
Information
The Information menu can be accessed by clicking Information on the left navigation menu.
The Integrator Details will be displayed, these values will have been set by the system integrator via Identity Access Configuration.
The Details for Controlsoft are listed
Application versions are shown
Clicking Settings allow customization of Identity Access Web Client
Default Date Format, Options for DD/MM/yyyy or MM/DD/yyyy
Default Time Format, Options for HH:mm;ss or HH:mm
Events Page Auto Refresh Interval (seconds) The frequency at which the events page refreshes
Max characters for table fields. This allows for increasing the length of fields in the Events page to accommodate long reader names
Employee/Visitor/Contractor translation The User type categories can be renamed if required.
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