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2. PHASE 4
2
• Go to www.getkisi.com.
• Select ‘Sign In’ in the top right corner of the screen.
• Enter your the email address and password
associated with your Kisi account.
• Login to your Kisi account.
• Select your Place.
The Name of your Place can be found here.
To Begin ...
Places
Add Place
Red Antler Front Door (87)
Nexudus Test (5)
Office (0)
3. PHASE 4
3
Groups allow you to more easily manage your team.
Changes in access can be made in mass quantities by
using Groups as opposed to having only individual users.
Admin Panel - Create a Group
4. PHASE 4
4
1. Select the “Groups” tab
2. Select “Add Group”
How to Create a Group
Groups
Add Group
Full-Time Staff
Nexudus Test (5)Guest Calendar
Part-Time Staff
Groups
5. PHASE 4
5
3. Name your Group and enter a description
4. The next steps are to add Doors, Users, and Restrictions (if any) to the Group.
Create a Group
New Group
Groups connect users with any number of locks
Name of group
Part-Time Staff
Description of the group
Front door only
6. PHASE 4
6
Create a Group - Add Doors
1. Head over to ‘Groups’, click on your group, and scroll down to ‘Doors’.
2. Check the box next to the Door you wish to add to your Group.
Here, I have only chosen ‘Front Door’.
Doors
Company Back Door
Company Front Door
7. PHASE 4
7
1. It is now time to add users. Scroll up to the ‘Users’ section and click ‘Add User’.
Create a Group - Add Users
Users
Add Users Users
Add Users
8. PHASE 4
8
2. Under email address, you can share access to multiple users at once.
Just separate each email with a line break, comma, and semi-colon.
Create a Group - Add Users
Share Access
You may enter multiple email addresses at once
joshua+1@getkisi.com; joshua+2@getkisi.com;
joshua+3@getkisi.com; joshua+4@getkisi.com
Email Address(es)
9. PHASE 4
9
3. Check the box next to the Group you wish to add Users to, and hit ‘Share Now’.
Create a Group - Add Users
Full-Time Staff
Part-Time Staff
Select what you wish to grant access to
Guest Calendars
10. PHASE 4
10
4. Once done, your keys will show up as being successfully shared.
Create a Group - Add Users
Granting access now - please wait!
Successfully shared
Sharing Part-time Staff with joshua+1@getkisi.com
Sharing Part-time Staff with joshua+2@getkisi.com
Successfully shared
Sharing Part-time Staff with joshua+3@getkisi.com
Sharing Part-time Staff with joshua+4@getkisi.com
Successfully shared
Successfully shared
11. PHASE 4
11
Restrictions allow you to place geographic, timing, or physical
device restraints on individual Doors, Groups, or an entire Place.
Admin Panel - Create a Restriction
12. PHASE 4
12
1.‘Select your Place, then click on ‘Preferences’ in the left-side menu.
You will see the four different type of Restrictions here
• Devices
• Geofences
• Readers
• Timings
Create a Restriction
For this training, we will be teaching you how to create a Restriction to an entire Group.
Preferences
Geofences
Devices
Timings
Readers
13. PHASE 4
13
2. Click on one or more of the restrictions, and enable
it by setting the toggle to the right as shown here.
Please see the next slide for a breakdown of all restriction types.
Create a Restriction
Devices
Kisi Office Test
Restrict Unlocks to Primary Devices
14. PHASE 4
14
Devices
Users can only unlock Doors with their primary mobile device.
They will not be able to use Kisi on another device.
Geofences
User must physically be within a geographical radius around
the Door to unlock it (eg: 700 ft).
Readers
User must physically be near a Kisi Reader with their
Bluetooth enabled to unlock the Door.
Timings
User is only allowed access during predetermined days of
the week and times of day.
Name of Restriction What it Does
Restrictions Defined
15. PHASE 4
15
3. Once enabled, the icon next to your restriction will turn red.
Please go to this article for specific instructions
on how to add each of the 4 Restrictions:
Create a Restriction
Devices
Kisi Office Test
Restrict Unlocks to Primary Devices
16. PHASE 4
16
There are a few ways in which Users can be shared access to a Door.
Here, we will teach you how to share access to a Group.
Sharing Access and Creating Admins
17. PHASE 4
17
1. Go to ‘Users’, hit ‘Add User’, and enter the email address/es
of the users you wish to share access to.
You can actually share access to more than
1 user at once. Just separate their emails
with a line break, a comma, or a semi colon.
Sharing Access
Share Access
You may enter multiple email addresses at once
joshua+1@getkisi.com; joshua+2@getkisi.com;
joshua+3@getkisi.com; joshua+4@getkisi.com
Email Address(es)
Doors
Add Door
18. PHASE 4
18
2. After you have keyed in the email addresses,
choose whether you wish to share access for a
Door (or Doors), a Group, or a Place.
* It is not necessary to share access to a Place, Door, and
Group. All you need to do is pick one of those options.
Sharing Access
Building icon = Place
2 people icon = Group
Lock icon = Door
Kisi Office Test
Company Back Door
Select what you wish to grant access to
Company Front Door
Full-Time Staff
Guest _Calendar
19. PHASE 4
19
3. It is time to review Permissions for your users.
Scroll up and click on ‘Share Settings’.
4. Under ‘select a role’ you will see 4 Roles to choose from:
Basic, Observer, Manager, Administrator.
Use the chart on the next slide to learn what each Role can do!
Sharing Access - Permissions
Basic: access to locks for group or place
Roles
Share Settings
Define settings that are applied to all New Shares
Observer: can see events and users for group or place
Manager: can add users to group of place
Administrator: can manage everything for groups or place
20. PHASE 4
20
5a. Use the chart here to determine which level
of access is appropriate for which Users.
Sharing Access - Permissions for Place Access
21. PHASE 4
21
5b. Use the chart here to determine which level
of access is appropriate for which Users.
Sharing Access - Permissions for Group Access
22. PHASE 4
22
6. Validity Dates (optional): if you wish to give someone temporary access,
you can set Validity Dates on their keys. When the "Valid From" date becomes
current, the user’s key will activate. When the "Valid Until" date passes, the
User’s key will deactivate. Great for Guests and short-term contracted Users!
Sharing Access - Permissions for Group Access
Here are the Validity Dates
Share Settings
Define settings that are applied to all New Shares
Valid Until: Date
Valid Until: Date
Select Role
Basic: access to locks for group or place
23. PHASE 4
23
7. Link Access (optional): if you check the box next to ‘Link Access’, Users
will not need to download the Kisi app and create an account. Instead,
they can unlock the door from a web browser. Great for Guests!
Sharing Access - Permissions
Web Link Access
Access Using the Kisi App
Direct Access Using Web Link
Follow this link to unlock doors now
(No sign in or sign up required)
24. PHASE 4
24
8. Once you have shared access, you will be able to see them under ‘Users’!
Sharing Access - Permissions
joshua+1@getkisi.com
joshua+2@getkisi.com
joshua+3@getkisi.com
joshua+4@getkisi.com
Users
Add Users
25. PHASE 4
25
If you have shared access to your users, they will now have to…
1. Download the Kisi app on their Android or iOS device.
2. Create a new account with the email address you shared them access to.
3. Log in to the Kisi App and start unlocking doors!
Whats Next
26. PHASE 4
26
Add this sticker to your door, to inform Guest about smart access in your space.
Door Sticker