Custom Entry Station Directories
Each entry station can be configured to display a specific directory. This can be helpful where a site has multiple
buildings or areas that each require their own unique directory.
Record groups and security levels are used to specify which users appear on each directory list, and operator roles
determine which directory is displayed on each entry station.
To implement multiple directories, you will need:
⦁
A record group for the directory custom fields and custom field tab
⦁
A record group for each entry station directory
⦁
A security level for each entry station directory
⦁
An operator role for each entry station directory
⦁
An operator for each entry station directory
⦁
Configuration of the SOAP settings for each entry station to use the appropriate operator logon
Note: If users are to appear in multiple directories, you will need to create a record group that is shared between
those directory lists. Then, in the operator role configuration, add the shared record group to the security level to
enable those users on the entry station(s) where that role applies.
Custom Fields Record Group
First, you need to create a record group that will be assigned to the directory custom fields and tab.
This record group only needs to be created and applied once, as it will be used by all entry stations. It grants the
entry station access to the required custom fields.
1.
Navigate to
Sites | Record Groups
and click
Add
.
2.
Enter a
Name
to describe the record group, such as
Entry Station Directory Fields
.
3.
Click
Save
.
4.
Navigate to
Users | Custom Field Tabs
and select the
Directory
custom field tab.
5.
Set the
Record Group
to the
Entry Station Directory Fields
record group created above.
6.
Click
Save
.
7.
Navigate to
Users | Custom Fields
and assign the
Entry Station Directory Fields
record group to the following
custom fields:
-
Room
-
Extension 1
-
Add User to Directory
8.
Click
Save
.
Directory Record Groups
A record group must be created for each unique directory listing. This may mean a record group for each entry
station, for each building or area, or a combination of shared directory lists based on roles or access privileges.
1.
Navigate to
Sites | Record Groups
and click
Add
.
2.
Enter a
Name
to describe the record group, such as
Entry Station 1 Directory Group
.
3.
Click
Save
.
4.
Navigate to
Users | Users
and select the users that will appear in this directory list.
Hold
Control
and click to select multiple users.
5.
Set the
Record Group
to the
Entry Station 1 Directory Group
record group created above.
PRT-ENTR-17 | Protege Vandal Resistant Touchscreen Entry Station | Installation Manual
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