Steps to create and configure Oloid Connect Template:
Log in to the Oloid 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. You can change/edit the template name.
Enter endpoint name in Name Endpoint As field. (Optional)
Enter Template Description. (Optional)
Select Timezone from the dropdown list. (Optional)
Select Endpoint Type from the dropdown list.
Select Location from the dropdown list.
Click Save.
The Details tab is configured successfully.
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 activate the process of generating logs for the endpoint until disabled.
Click Save.
The Endpoint Settings tab is configured successfully.
Add Groups
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.
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.
Configure Integration Tab
You can Enable Integrations to perform cloud-based actions (Optional).
Configure Health Setup Tab
Enable Health Alerts toggle button.
Enter Email ID(s) in Add recipients for Endpoint Health Alerts field > click Save.
Enter Server Name.
Enter URL in Add URL that needs to be monitored field. > click Add.
The Server Name is added and the Health Setup tab is configured successfully.