Batch Add Persons by Template

You can batch add persons to the platform with the minimum effort by importing a template (an Excel file) which contains the person information such as the names of the department and the access levels.

  1. On the top navigation bar, select > Basic Management > Person.
  2. Select Person Management > Person on the left.
  3. Click > Import Person Information via Excel.
    Figure 1 Batch Add Persons by Template
  4. In the pop-up window, click Download Template.
  5. Check the basic information items you want to include in the template, such as person type, card No., and email. You can also check custom additional information items. See Customize Additional Information for how to add custom additional information for persons.
  6. Click Download to save the template to your PC.
  7. In the downloaded template, enter the person information following the rules shown in the template.
    Note:

    If you need to link a person to the indoor station, you should enter Community-Building No.-Unit No.-Room No. in the Room No. column.

  8. Click , and then select the template (with person information) from your PC.
  9. Optional: Check Replace Repeated Person to replace the person information if the imported ID information is the same with that of the existing persons in the list.
  10. Optional: Check Auto Replace Card No. to replace the card No. automatically if it already exists in the platform.
  11. Click Import to start importing.
    Note:

    • The importing process cannot be stopped once started.

    • You can batch issue cards to the persons by importing the template with card No. information.

    The importing progress shows and you can check the results.

    Note:

    You can export the person information that failed to be imported, and try again after editing.

  12. Optional: After adding persons, perform the following operation(s).
    Option Description

    Edit Person

    Click the person name to edit the person details.

    Note:

    When editing the person's effective period, if you have issued temporary card(s) to the person, make sure the expiry date(s) of the person's temporary card(s) are within the effective period.

    Delete Persons

    Check the person(s) and click to delete the selected person(s).

    Delete All Persons

    Hover the cursor onto beside , and then click Delete All to delete all persons.

    Clear Profile Pictures

    Hover the cursor onto beside , and then click Delete Profile Picture Only to clear all the uploaded profile pictures.

    Export Person Information

    Click > Export Person Information to export all the added person information as a ZIP file to your PC. For information security, you need to set a password for decompressing the ZIP file.

    Note:

    You can check Access Level Information or Schedule Information to export the additional information at the same time.

    Export Profile Pictures

    Click > Export Profile Picture to export the profile pictures of the added persons as a ZIP file to your PC. For information security, you need to set a password for decompressing the ZIP file.

    Note:

    To activate this function, you should go to General > System Configuration > Security > Export Profile Pictures page to check the Export Profile Pictures.

    Adjust Person

    • Move the persons to another department. Once moved, the access levels and schedules of the selected persons will be changed.

      1. Select one or more persons, click > Adjust Department.

      2. Select the target department to which the persons are about to be moved.

      3. Click Move.

    • Adjust the effective period for the person in applications.

      1. Select one or more persons, click > Adjust Effective Period.

      2. Select the effective period from the drop-down list.

      3. Click OK.

    • Adjust the person's status as resigned.

      1. Select one or more persons, click > Adjust Effective Period.

      2. Set the departure date, type, and reason..

      3. Click OK.

    Synchronize Domain Persons

    Select person(s) whose information has changed in the AD domain and click More > Synchronize Domain Persons at the top of person list to get the latest person information.

    Link Persons to Indoor Stations

    Select one or more persons, and click More > Link to Indoor Station, then select an indoor station for each person to apply the person information to the indoor station. For details, refer to Link Persons to an Indoor Station.

    Note:

    • A pop-up window will appear after you click Save. Click Yes to save the indoor station's room number as the room number, or click No to keep the old room number (if there is not an old room number, the room number of the indoor station you select will be saved).

    • Make sure you have added indoor stations to the platform.

    • Up to 10 persons can be linked to one indoor station. And one person can only be linked to one indoor stations.

    • Make sure the room number is consistent with the actual location information of the indoor station.

    Clear Access Levels

    Select one or more persons, click More > Clear Access Levels of Person to clear the access levels of the selected persons.

    Note:

    The access levels of these persons cannot be restored once they are cleared.

    Disable Access Levels

    Select one or more persons, and click More > Disable Access Levels of Person to disable the access levels of the selected persons temporarily.

    Note:

    The access level settings of the selected persons will not be cleared, and will be restored after restoring the persons access levels.

    Restore Access Levels

    Select one or more persons, and click More > Restore Access Levels of Person to restore the disabled access levels.

    Check Person Authorization

    Select one or more persons, click More > Check Access Levels of Person to enter Check Person Authorization page. On the page, you can test whether the person's access levels and credentials are applied to the access control devices, elevator control devices, and video intercom devices. If failed to be applied, you can apply them again.

    Enable/Disable Check-In/Out via Mobile Client

    Select one or more persons, click More > Enable/Disable Check-In/Out via Mobile Client.

    Filter Displayed Persons

    Enter a person's full name, ID, or card No. and click Filter to filter persons as required.

    Note:

    When entering the card No., you can select Read Card Number by Device to select a device to read the card No. For details, refer to Set Card Issuing Parameters.

    View/Edit Credential Information

    In Credential Information column, you can view/edit a person's card, fingerprint, face picture, and iris information, and view and download the person's QR code.