Introduction
This document provides instructions for creating and configuring the Oloid Connect Endpoint Template. The template can be applied by the Tenant Admin or Supervisor within the Oloid Connect application to define endpoint-specific settings.
Steps to create and configure Oloid Connect Template:
Log in to the Tenant Admin Portal.
The Application page is displayed.
Select Endpoint from the left menu panel.
The Endpoint page is displayed.
On the top right click Endpoint Template.
The Endpoint Template page is displayed.
On the top right, click Create Template.
The Create New Template pop-up is displayed.
Do the following:
Enter Template Name.
Select Application Type as Oloid Verify from the dropdown list.
Select Endpoint Type as Oloid Connect from the dropdown list.
Click Create.
The Endpoint is created and listed successfully in Endpoint Template page.
Click Endpoint Template to be configured from the listed templates.
Configure the following:
The Endpoint Template is configured successfully.
Configure Details tab
Enter Template Name.
Note: Template Name is auto populated.
Enter endpoint name in Name Endpoint As field. (Optional)
Note: Once the template is selected while pairing an endpoint on the device, the name provided in the Name Endpoint As field will be displayed for the endpoint. You can edit the endpoint name field in the Oloid Connect app.
Sample Screen
Enter Template Description. (Optional)
Select Timezone from the dropdown list. (Optional)
Select Endpoint Type from the dropdown list.
Select Location from the dropdown list. Once selected, this activates the Building field. (Optional) For more information on creating a location, refer How to create a new location and add location details
Select Building associated with the chosen location from the dropdown list. Once selected, this activates the area field. (Optional)
Select area within the building from the dropdown list. (Optional)
Click Save.
Note: The Building and Area fields remain disabled until a valid Location is selected.
The Details tab is configured successfully.
Note: Configure settings only if they are applicable. Consult your Oloid representative before making any changes.
Configure Endpoint Settings tab
Use Endpoint in Admin Mode Only: Enable this toggle to restrict the endpoint device to admin mode and discard users' access control.
Capture Location: Enable this toggle to capture location on the endpoint for each transaction.
Note: Location Permission on the Endpoint device must be enabled to Capture Location.
Generate Debug Logs: Enable this toggle to generate debug logs for the endpoint. Logs are saved locally on the device.
Enable Landscape Mode for Preview Screen: Enable this toggle to allow the user preview screen to switch from portrait to landscape orientation.
Click Save.
The Endpoint Settings tab is configured successfully.
Note: Configure settings only if they are applicable. Consult your Oloid representative before making any changes.
Groups tab
Click +Add Group.
The Add Group pop-up is displayed.
Select Group(s) from the dropdown list.
Click Add.
The group is added and listed in the Group Name section.
Note: Configure settings only if they are applicable. Consult your Oloid representative before making any changes.
Configure Web Button tab
Enable Web Button toggle to activate the web button on the endpoint preview screen to view transaction.
Enter URL.
Note: You have to enter the URL of the website where the user will review the punches.
Enter Timeout duration.
Enable Show only on Auth to allow the web button to appear only after successful authorization.
Enable Auto Launch to automatically launch the web button and view transaction.
Click Save.
The Web Button tab is configured successfully.
Note: Configure settings only if they are applicable. Consult your Oloid representative before making any changes.
Configure Integration tab
The Integration section lets the Oloid Admin set up post-authentication actions for the template. These actions can include API calls, relay triggers, or updates to external systems after the user is authenticated. (Optional)
Configure Health Setup Tab
Enable Health Alerts
Do the following:
Turn on Enable Health Alerts toggle to monitor the health of the paired endpoints. (Optional)
Enter email ID(s) in Add recipients for Endpoint Health Alerts whom you want to share the health alert notifications. (Optional)
Set Email frequency in Hours and Mins to adjust the frequency of email notifications.
Click Save to apply your changes.
The Health Alert is configured for the endpoint.
Add URLs to Monitor
Do the following:
Enter Server Name.
Enter URL in Add URL that needs to be monitored field.
Click Add.
The monitored URLs will appear in the list below, with columns for Server Name and URL.
Note: Configure settings only if they are applicable. Consult your Oloid representative before making any changes.
