How to configure user details

Steps to configure user details:

Log in to the Oloid Portal.
On the home page of the portal, click Directory on the left panel menu.

The Users page is displayed.
Click user name to edit.

The User details page is displayed.
Configure the followings:
The User details are configured.

Configure Details Tab

Do the following:

Edit Full Name. (if required)
Enter User Email ID. (optional)
Enter Badge ID/Secondary ID. (optional)
Enter Wiegand Format. (optional)
Enter External ID. (optional)
Enter Phone. (optional)
Select User Type from the drop-down list. (optional)
Enter Supervisor Name. (optional)
Enter Supervisor Email. (optional)

Configure Credentials Tab

You may enable one or more credential options based on your requirements.

Face tab

To use face as credential, configure Face option. The Face tab allows you to add or invite user to add face for authentication.

Do the following:

Add Face: This option allows you to upload the user's face. For further information, see How to onboard face of a single user
Invite to Add Face: This option sends an email to the user with a link to upload their facial image. For further information, see How to invite to add face

QR Code tab

To use QR Code as credential, configure QR code option. The QR Code tab allows you to manage the user's QR code credentials.

Do the following:

Create QR Code: Select this option to create QR Code for the user. For further information, see How to create QR Code as credential for user
Note: You can send QR Code on email and user portal link after creating the QR Code for the user.
Send QR Code on Email: Select this option to send the QR code to the user's registered email ID. For further information, see How to send QR Code on Email
Send User Portal Link: Select this option to send the user the User Portal Link via email, allowing them to manage their credentials, including viewing or downloading the QR code. For further information, see How to send QR Code credential to user using user portal link

Badge tab

To use badge as credential, configure Badge option. The Badge tab allows you to assign or enroll a user's badge for authentication.

Do the following:

Assign Badge: Select this option to manually assign a badge to the user. For further information, see How to assign Badge ID as credential to users
Scan Badge to Enroll: Select this option to scan or enter badge ID to enroll a new badge for the user. For further information, see How to enroll users using badge scan in Oloid Portal

Bluetooth tab

To use Bluetooth as credential, configure Bluetooth option. The Bluetooth tab allows you to manage user's Bluetooth credential.

Do the following:

Create Bluetooth: Select this option to generate a new Bluetooth credential for the user. For further information, see How to add Bluetooth as credential to users
Invite to Download app: Select this option to send an invitation to the user to download the Oloid app. For further information, see How to invite to Download Oloid App to a user.
OloID App Settings: Select this option to view the auto-unlock methods used by the user in the Oloid app.

Windows Password tab

To use Windows Password as credential, configure Windows Password option. The Windows Passwords tab allows the admin to create and manage the user's Windows login credentials.

Do the following:

Create Password: Select this option to generate a new Windows password for the user. For further information, see How to create Password for Windows Login
Add Windows Shared Credential: Select this option to add Windows shared credentials for Windows systems, which multiple users can access. For further information, see How to assign Shared Credentials to user

Vault Passwords tab

To use Vault Password credential, configure Vault Passwords option. The Vault Passwords tab allows you to manage the user's web password credentials.

Create Password: Select this option to create password for web (Chrome Vault) application. For further information, see How to create Vault Password for a user.

PIN tab

To use PIN credential, configure PIN option. The PIN tab allows you to manage the user's PIN configuration.

Do the following:

Add PIN: Select this option to add PIN to the user. For further information, see How to add PIN as credential to users.
Send Set PIN Email: Select this option to send PIN to add and configure PIN. For further information, see How to send invite to set Pin on Email to a user.

NFC/ID tab

To use NFC/ID credential, configure NFC/ID option. The NFC/ID tab allows you to manage the user's NFC/ID configuration.

Assign NFC/ID: Select this option to assign NFC/ID to the user. For further information, see How to assign NFC/ID as a credential to the user.