In this guide we will take you through how to view and manage the details of yourself or Staff or operator team and their login to the elumo Platform.

Tip: We refer to these users as operator team members.

These users are employees or Staff members who work for the operator(Site Team).

When you create an operator team member, you will record some basic details about them, assign them to particular sites, and may opt to:

Create a Wi-Fi account that lets them connect their private devices to the Wi-Fi Secure network.
Invite them to use the elumo Platform as either an admin or a user.
Activate their elumo access settings, optionally assign existing access card credentials and allocate their homesite.

Manage Account Team Members

From the Team members page, the operator can:

Add a team member (an operator user) to their team.
Edit the details associated with an existing team member.
Delete an operator team member.

Accessing the Team Member management page

In the main menu on the left, select Account.
The Account page opens.
Click the Team Members tab.
The team members are listed in the current view, with the selected user's details visible in the main editor.

Tip: You can filter the list of users by:

Searching for an individual user using the search text field. The list is filtered as you type.
Filtering the list to show only those team members with access to a particular site, all sites, no site, or those sites that are managed by the logged in user (my managed sites).

Add a new Team member

From the Team members page:

Click Add a team member.
The Add or Edit team member details dialog box opens.
Specify the following details for the new user.

For more details about each of the fields, see User Details.
1. The basic user details, including a direct line contact number and the Language that the team member should see the essensys Platform in.
2. Optionally, create a Wi-Fi account for this user.
  This account allows the team member to connect their private devices to the Wi-Fi Secure network at their assigned sites.
3. Add a mobile phone number.
  Tip: A valid mobile number is required to assign a digital elumo pass via SMS authentication
4. Select the team member's Platform account details.
  Selecting a Role indicates the team member's access level when they sign in to the essensys platform.
Click Next.
The Site Permissions page opens.
Select the sites that this user is associated with.
In the Access Management page, specify:
1. The Access Management status for the team member, and details of their existing access card (if applicable).
2. The details of the Smart Access groups that the user should be a member of. For more information, see elumo access groups.
Click Add team member.

The account team member (an operator user) is created.

Manage Existing Team members

The following options are available in the read-only details of the Account Team member page. Apart from Edit and Delete, the icons are hidden until you hover over the section:

Click Edit to update the details for the user. For details of fields in Edit dialog box, see Team member details.
Click Delete to delete a team member from the system.
In the Wi-Fi Access section, click Wi-Fi Password to reset this user's Wi-Fi Secure password and email with new credentials.
In the Platform access section, click Resend invite to join the platform to send the user an email to register for the platform.

Team member details

The possible pages seen in the add and edit team member wizards:

User details - Capture standard details about the user, and create or manage Wi-Fi account, define telephony home location, and select role and essensys Platform access.
Site permissions - The Site Permissions page controls which sites this user is associated with.

All pages

Field	Description
Download	Click to download the filtered user list as a CSV file.
Back Cancel Save and Close Next	If available, click Back to return to the previous page without losing your changes. Click Cancel to close the wizard and abandon your changes. Click Save and Close to commit your changes and close the wizard. If available, click Next to move on to the next page in the wizard without committing your changes.

User details

Field	Description
First Name	Mandatory. The user's first name.
Last Name	Mandatory. The user's last name.
Email address	Mandatory. The user's email address.
Job title	The user's Job Title. For information. Tip: This may be useful where there are a lot of users, but they share settings based on their job.
Language	The language that the user wants to view the portal in by default.
Handset	Edit only. If the user's phone number is associated with a particular handset, this is the ID for that handset, and is found on the device.
Wi-Fi Account: Create a Wi-Fi account (Add) / Activate (Edit). Concurrent device limit.	Create a Wi-Fi account - Available when creating a new team member. Select to create a username and password for this user to use when connecting private devices to the Wi-Fi Secure network. Activate - Available when editing an existing user. Select to activate or de-activate the Wi-Fi account for this user. Concurrent device limit - Select the number of devices that can be concurrently connected to Wi-Fi Secure using this user name and password. Note: Once you have reached the concurrent device limit, any further attempt to access Wi-Fi Secure as this user fails.
Telephony homesite location	Select the Telephony homesite for this user. Note: This user can allocate phone numbers from this site.
Platform Account: Role. Platform access - Send invite to join the platform.	Only available when creating a new user. Role - This user will be created in the platform with access rights as follows: Super Admin - N/A - A user of this type cannot be created. Admin - A user that can manage the account for other users at the admin level or below. User - A user that can access services, but can not manage other users. Note: This user can not sign in to the essensys Platform. Platform access - Select to send an email to the new user, requesting they sign in to the essensys Platform and create a new password.

Site permissions

The Site Permissions page controls which sites this user is associated with. They can be associated with individual sites, or with all sites.

Field	Description
Select all	Click the arrow in the Assign Sites field to move all sites to the Selected Sitescolumn. This associates this user with all sites.
<Site>	Click the arrow in the Assign Sites field to move a particular site to the Selected Sites column. This associates this user with a particular site. Repeat as required.

Team Member Details - Access Management

Add a team member with elumo Access

Page: Account > Team members > Add a team member.

Smart Access set up

Field	Description
Access control Activate	Optionally, click Activate to enable Smart Access for this user when the site is online. Note: When access control is active, the user is associated with active groups, and the site is online, they can open the doors associated with their groups. Tip: You can also deactivate this option, stopping the card from being used to open doors.
Offline access Activate	Optionally, click Activate to let the user access spaces when Smart Access is offline. Note: Users with offline access can continue to enter spaces that they normally have access to even though the site is offline.
Card ID	The identifier associated with the access device (card) used to open doors by this user. The Card ID must be unique within the essensys Platform. If it is not, you will not be able to save the details. Tips: This numeric value is typically found on the reverse of the card. If you do not know your Card ID, you can tap your card on a card reader and then look in the Access logs to find it.
elumo site	The homesite location for this user (for billing purposes)

Access groups

Select the groups that this team member should be added to. When the team member is created, they will be added to any group in the Selected groups column.

Field	Description
Available groups (per site) Select all Select <group>	The groups organized by site. Moving groups from this column into the right-hand Selected groups column selects them for the user. To select individual groups for this user, click the arrow icon to the right of a group name. To select all of the groups at a site, click the arrow icon alongside select all. The groups that will be assigned to the team member when you save are shown in the right-hand panel.
Selected groups	The groups assigned to this team member, organized by site. To break the connection between the user and all groups associated with a particular site, click the cross X alongside the site name. To break the connection between the user and a particular group, click the cross X alongside the group name. Any deselected groups are removed from the list. The user will not derive access rights from formerly selected groups.

essensys Platform - Account - Team member management

essensys Platform - Create users

essensys Platform - Account management

[Integration] elumo in Office RnD Flex - Completing your Onboarding

elumo Platform - Access Management - Access users

elumo Platform - Account - Team member management