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How to set up Access Groups, Entry Schedules, and Routing Profiles for the Video Intercom Reader Pro

Owned by Chad Fay
Last updated: Sept 16, 2024
4 min read

Setting up Access Groups, Entry Schedules and Routing Profiles are the three main prerequisites for using the Video Intercom Reader Pro. If you have not read the Video Intercom Reader Pro FAQs, please start with that.

Note: If you are setting up a Unit Connect routing profile you will need to set up Building Management first.

In this article, we will walk through the steps of setting up:

Access Groups

  1. Go to Users > Access Groups

  • Create your access groups, and give them access. (set up Building Management first If you are going to link to the units)

  • When creating an access group you have to save the group before you see Link Access Group to Unit.

A. Click the plus + on the top right of the page to create a new access group and give it a name. If you have users in the system you can add them on this page or add them as you add users.

Create Access Groups:

Access:

B. Scroll down to Access and click the arrow on the left to expand the site, then toggle the zone access you want this group to have.

Link Access Group to Unit:

Note: Optional. Only needed if you are setting up a Unit Connect routing profile. Building Management must be set up first.

C. Scroll down to LINK GROUP TO UNIT(S). Choose the building, the Floor, and the Unit you want to be associated with this group.

Entry Schedules

  1. Go to Entry Schedules (Sites > Entry Schedules).

Note: The Entry Schedule is just used to define when the routing profile is active/inactive. We recommend giving them an identifying name and NOT tying them to an entry.

A. Click the plus + at the top right of your page and give the schedule an identifying name.

B. You will be brought to the Edit Entry Schedule page once you click enter. Set up your event (i.e. when the routing profile is active/inactive).

C. Click Save.

Routing Profiles

  1. Go to Devices > Video intercom readers and select the video intercom reader you want to update.

    • Routing Profile Tab: Click the Routing Profile tab at the top of the page and then click the plus (+) icon to create a new profile.

  2. Profile Setup:
    A. Name: Give the profile a meaningful name.
    B. Profile Type: Choose one of the following profile types:
    - Direct Connect: Allows guests to call individual users by stating their names to the Voice Assistant.
    - Unit Connect: Allows guests to call a group of users by asking for the unit name/number those users are associated with under the Building Management configurations.
    - Front Desk Connect: Forward the intercom call to a configured user/access group.
    - Visual Voicemail: Records a visual voicemail of the guest and notifies all users added to the profile.

    C. Profile Schedule: Set the time frame for when this intercom profile will be active. This helps avoid interruptions from intercom calls outside of business hours or other pre-set timeframes. The profile schedule uses the entry schedules you created earlier.

    D. Fallback Only (optional): If you select either Visual Voicemail or Front Desk Connect, you can toggle Fallback Only. When enabled, this profile won't be available as an option for guests during an intercom session. Instead, it will act as a fallback if no one can be reached through the initial profile. For example, if the first intercom profile is Direct Connect and a guest cannot find a user within that group, the fallback profile could be a Front Desk profile.

    E. Recipient Groups: Assign one or more access groups that this intercom profile can reach. Configure the access group beforehand. If you use the Visual Voicemail profile type, choose the notification types (Mobile app, Email, or Alta Access). For remote unlocking from the intercom via the Mobile app, you need a Cloud Key for Alta Access unlocks.

    F. Backup Configuration: Set up the behavior for ending or transitioning sessions with this intercom profile.
    - Timeout Until Fallback Profile: Specify the time the intercom will wait before switching to a farewell message or another intercom profile.
    - Fallback Profile: Choose between having the intercom play a farewell message or moving to a fallback intercom profile if the initial profile is unavailable. For example, if a guest asks for a user not found in the Direct Connect profile, the fallback could be a Front Desk profile.

By following these steps, you can configure your video intercom reader with the appropriate routing profiles to ensure smooth and effective communication.

 

Related:

How to set up Building Management for the Video Intercom Reader Pro

Advanced Video Intercom Reader Pro Information

Video Intercom Reader Pro FAQs