Once your integration setup is complete, the final onboarding steps ensure your access control, booking sync, and device configuration are fully operational. This checklist outlines what needs to be completed, with references to detailed articles for each task.
Final Onboarding Checklist
Creating Team Members in the elumo Platform
Create operator-level users in the elumo Platform to manage access credentials and permanent access groups
See: Creating Operator Users (elumo Platform)Device Installer Mode
Ensure elumo devices are installed and tested in installer mode.
See: elumo Installation GuideCreate Access Users
Create access users in the elumo Platform to manage access permissions. These are not members or staff, but users who may still require access to your spaces such as security guards, cleaners, and contractors or maintenance staff.
See: Creating Access Users (elumo Platform)Door Management
Configure door settings, update door names
See: Door Management (elumo Platform)Manage Access Groups
Set up and manage access groups to permanent access to specific spaces (outside of bookings).
See: Managing Access Groups (elumo Platform)Mapping Doors to Spaces
Link physical doors to digital spaces for access control based on bookings.
See: Mapping Doors to Spaces (elumo Platform)Offline Settings
Set up offline access rules to ensure continuity during network interruptions.
See: Offline Settings Configuration (elumo Platform)Testing your system
Run end-to-end tests to confirm that bookings, access, and connectivity are functioning correctly.
See: Testing Checklist & Troubleshooting GuideInvite your users to add their elumo digital pass
See: elumo Digital Pass Provisioning