PDK io - Credentials - Person Screen

The Credentials option in the Person screen is used to assign card numbers (and description) to users and lists any previously assigned card number(s). In addition, the mobile device name(s) of previously assigned credentials are listed and available for selection under the Credentials field. 

Click the + icon to the right of the Credentials heading to add a prox card or to generate a mobile app token and/or assign a touch io device for the person named in this Person screen.

The CARD and MOBILE tabs are available for selection in the Add Credentials window.

CARD Tab

When using a prox card for access, select the CARD tab. 

Enter the user’s prox Card Number and a unique Description, such as for the access reader’s location. 

See also Card Credentials - Accepting Credentials 

MOBILE Tab

PDK io Mobile Credentials Overview

Select the MOBILE tab when using a touch io device for access.

Check Bluetooth to authorize credential functionality for the user and allow the use of the touch io reader.

Check touch Mobile App to install the touch App in order to access your assigned and paired touch io readers.

These two reader options provide the capability for the named user to access specific doors to which the user has been granted access. A user email address for the person is required (in the Person screen) to utilize the Bluetooth and touch Mobile App options. Click ADD. 

An email invitation is sent to the user’s address that is listed in the Person screen and appears similar to the following. 

The next step requires the user to access, open, and accept the email invitation from their smartphone or another smart device. 

Tap the email's link that corresponds to the device OS type: Apple or Android. 

The ProdataKey, Inc. app named pdk touch is displayed. Tap INSTALL.

Tap OPEN to open the pdk touch app. 

The Organization(s) to which you have access (in which your smart device can be used) is shown.

The type and name of the user’s phone and touch are listed under Mobile in Credentials, similar to the following:

 

Until the email is accepted, Pending appears in place of the card number or the type and phone name.

Touch App 

The touch App is proprietary to the ProdataKey platform is available for both Apple and Android smart devices and is used with the touch io reader and other reader devices to maintain a high level of security as well as provide a level of convenience. The touch App allows you to use your smart device to remotely access any door you have been granted access to through the pdk.io application. You can remotely open (unlock) doors from the app, using your smart device, anywhere an internet connection is available. 

For example, an employee, from the convenience of their office, can use the touch App to open their building’s front door for a visitor. Or, from your gated community, access can be granted to the pizza delivery man through the security gate for delivery to your house, without having to leave your home. 

The touch App can be used by anyone who has been granted credentialed access to reader devices. All door operations handled by the user’s touch App are conditioned upon their access permissions defined by the administrator with Integrator or Admin permissions; the person who provides touch or remote credentials. 

NOTE: Requires a data/internet connection with your mobile provider. 

Requesting & Accepting Credentials 

Requesting and accepting the touch App credential begins with the People option of the pdk.io application. Access the Credentials feature in the Person screen of the pdk.io software. In addition to adding and assigning prox cards, the Credentials feature is used to assign mobile credentials to users. Among the variety of available readers, touch io provides the convenience of being able to use a smartphone or tablet to gain door access. To gain facility access from a door controller such as the single io or eight io, the touch App must be installed on the user’s smart device in order to be used with the doors the user has been granted access. 

NOTE: An email address for the user is required (in the Person screen) to be able to send the credential email and to utilize the touch App option.

From the Person screen in the PDK io application, click the + icon next to Credentials to assign a mobile credential (using the MOBILE tab) to the user. 

From the MOBILE tab in the Add Credentials screen, checking touch Mobile App provides the touch App functionality to remotely unlock doors using the app. Click ADD. 

Checking Bluetooth in the Add Credentials screen provides the credential for touch io reader functionality. 

With touch Mobile App checked in the Add Credentials screen, a credential email is sent to the user’s email address, which adds the functionality of opening doors remotely from the touch App. It will be necessary to access and open the credential email from the user’s smartphone or tablet so that the credential can be added to the device. Viewed from a user’s smartphone, the credential email will look similar to the following. 

To add the credential, tap on the credential email; it is titled ProdataKey Cloud Systems and reads Your ProdataKey Credential is Ready. 

The email reads: Your ProdataKey Credential is Ready. Tap the Apple or Android link that corresponds to your device type to install the app.

The pdk doors ProdataKey, Inc. app is shown. Tap INSTALL. 

Following the successful installation of the touch App, tap OPEN. 

A list of available doors, similar to the following, is displayed. The names of each of the doors to which the user has access are listed by name. Icons to the left of the door name indicate the door’s status (locked/unlocked). 

NOTE: When the credential is accepted and the touch App is installed, the user’s phone type/model is listed under the Credentials heading in the Person screen. With touch App selected in the Add Credentials screen, touch App is displayed under the name of the user’s phone. When Bluetooth is checked in the Add Credentials screen, Bluetooth is displayed under the user’s phone. 

To momentarily open (unlock) the door, press and hold on a door name. After several seconds, the door will return to its locked status. 

Favorites 

“Favorite” doors, those used most often, can be tagged by tapping on the gray star to the right of the door name in the list of doors. When selected, the star color changes from gray to yellow. Favorite doors selections can be toggled on and off.

Doors tagged as favorites are accessed from the Favorites list. Tap the back arrow at the top of the screen to access your list of Favorites. 

Doors can be removed from the Favorites list by tapping on the yellow star. The star turns from yellow to gray. The next time the Favorites list is accessed, the removed door will not be listed. The door will, however, remain in the user's list of available doors.

Delete Credentials 

To delete a listed credential under the Credentials heading, hover the cursor over the listed credential to be deleted and click the trash icon.