User Access

The User Access tab lists every person who can (or could) use the mobile app to unlock doors at this facility. This page covers the list itself, adding users manually, bulk CSV import, and everything in the user detail panel — grants, the access kill switch, app activity, sessions, and deleting users.

User Access tab

Figure 1: The User Access tab

Where users come from

Each row has a source that tells you how it was created:

SourceBadgeHow rows appearWho maintains the data
Manually addedManualAn admin clicked Add user or used Import (CSV)Admins
External IntegrationIntegration (or the partner's name)Synced automatically from a member-management integrationThe sync — synced fields are overwritten on every pass
CCTV/Computer VisionCCTV/Computer VisionSynced from identified people in the CCTV moduleThe sync

Sync is off by default; enable it under Settings → Sync settings — see Sync & Integrations.

A row needs at least a mobile phone or an email address — that's what the person uses to sign in to the mobile app with a one-time code.

Stats and filters

User stats

Figure 2: The stat tiles — All users, Has access, No access

Click All users, Has access, or No access to filter the list by current access outcome. (Selecting a tile also resets the Source filter.)

Toolbar and filter chips

Figure 3: Search, Import/Add user buttons, and the filter chips

  • Search — matches name, phone, or email.
  • Filter chips:
ChipOptions
SourceAll sources, Manually added, External Integration, CCTV/Computer Vision
AccessAny status, Has access, No access, Disabled, Without grants
Membership statusAny membership + the statuses present in your data
Person typeAny type + the types present in your data
TagAny tag + the tags present in your data
InvitationAny invitation, Invited, Not invited, Send failed
App adoptionAny adoption, Active (has used the app), Not yet active
  • Sort by — Name (default), Recently added, Recently updated, Last used, Last synced; with an ascending/descending toggle.
  • Clear filters appears whenever a search or filter is active.

Reading a user row

User list

Figure 4: User rows with badges

BadgeMeaning
Manual / Integration / CCTV/Computer Vision (or partner name)The row's source
MessageThe user has an active app message (coloured by severity)
DisabledAccess enabled is off — the user can't unlock anything; the row is dimmed
GrantsThe user has per-user grants
InvitedAn invitation email was sent and the user hasn't used the app yet
Membership status (e.g. Current, Expired)The user's membership status from the source system

Synced rows also show their External ID or Computer Vision ID under the name.

Adding a user manually

  1. Click Add user.

Add user dialog

Figure 5: The Add user dialog

  1. Fill in First name, Last name, and at least one of Mobile phone or Email"At least one of mobile phone or email is required for OTP login." Phone numbers are normalised to international format.
  2. Optionally set a Person type (e.g. Gold, Trial, Staff), Custom tags (comma-separated), and Notes.
  3. Leave Send email invitation ticked to email the person app download links straight away (requires an email address; the checkbox is disabled without one).
  4. Click Add user.

If a user with the same phone/email already exists at this facility, the dialog tells you and offers Open existing user instead of creating a duplicate.

Adding a user does not by itself let them through any door. They still need to pass an access rule or have a per-user grant (below).

Importing users from CSV

Click Import to bulk-create users from a spreadsheet. Maximum 200 users per import.

Import users dialog

Figure 6: The CSV import wizard

Step 1 — Upload a CSV. Drag a .csv file in or click to browse. Download template gives you a correctly-headed starter file.

Step 2 — Map fields. Each CSV column is mapped to a field: First name, Last name, Mobile phone, Email, Person type, Tags, Notes, Access enabled, Door grants, Scope grants — or Do not import. Common header names (e.g. mobile, phone, groups) are mapped automatically. You must map at least a mobile phone or email column.

  • Access enabled accepts true/yes/enabled/1/on/y/active and false/no/disabled/0/off/n/inactive.
  • Door grants / Scope grants take door or Access Scope names; unmatched names are flagged in the preview.

Step 3 — Preview & import. Review the first rows, choose whether to Send invitation email to imported users (only users with an email are invited), then click Import. Results show Imported, Skipped (already exist), and Errors counts.

The user detail panel

Click any row to open the user's panel.

Profile and identity

User panel — profile

Figure 7: Contact details, person type, tags, and notes

  • First name / Last name / Mobile phone / Email — for synced users these are overwritten by each sync pass unless the row is decoupled (below).
  • Person type and Membership status — used by person-type access rules.
  • Synced tags (read-only, from the source system) and Custom tags (admin-owned, never overwritten by sync). Both kinds satisfy tag-based access rules.
  • Notes — free text, up to 2000 characters.
  • App message — a personal message shown on this user's app dashboard; see App Messaging.

Access enabled (the kill switch)

The Access enabled toggle instantly blocks or restores all door access for this user. When off:

  • Every unlock attempt is denied (reason: access disabled), regardless of rules or grants.
  • The row shows a Disabled badge and is dimmed in the list.

Use this to suspend someone immediately without deleting their record or changing policy.

Track source updates (synced users only)

Synced source controls

Figure 8: Source tracking for a synced user

For Integration/CCTV users, the Track source updates toggle controls whether sync keeps overwriting the row:

  • On (default): name, phone, email, type, status, and synced tags are refreshed on every sync. If the person is removed at the source, their access is disabled automatically.
  • Off (decoupled): sync skips this row entirely — your manual edits are preserved, and source removals no longer affect it. The row shows a Decoupled badge. Toggle back on to re-couple.

Panels for synced users also include links to the source record (the Integration record or the Computer Vision person).

Per-user grants

Per-user grants

Figure 9: The grants editor

Grants give this specific person access in addition to whatever the facility's access rules allow:

GrantEffect
Facility-wideEvery door at the facility (overrides the door/scope lists while on)
Door grantsTick individual doors
Scope grantsTick Access Scopes — the user gets every door in the scope, including doors added to the scope later

Grants can carry their own operating hours, limiting when the grant applies. Clear all removes every grant at once. See How access decisions work for how grants combine with rules.

Invitation

Invitation section

Figure 10: Invitation status and resend

Shows whether an app invitation email has been sent, when, and whether it failed; the button reads Send invitation email or Resend invitation email. Invitations are email-only. Full details in Invitations.

Sessions and app activity

  • App activityLast used the app with a timestamp (or "Hasn't used the app yet.") and recent IP addresses.
  • Sign out of app — revokes the user's app session: "This revokes the user's app session. They'll need to sign in again to unlock doors." Note: "Sessions are revoked immediately, but if the user is currently signed in it may take up to 15 minutes before they're fully signed out of the app." Because sessions are keyed by phone/email, a person using the same phone/email at another facility is signed out there too.

Deleting a user

Danger zone

Figure 11: The danger zone

Delete user removes the row from User Access. "Their access log history is kept for the audit trail." Deleting also disables their access immediately. For synced users, note that the person can reappear on the next sync unless you also disable the integration or decouple — to clear out whole integrations, use Bulk delete synced users in Sync & Integrations.

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