Access in portierX means that a person or a people group may enter certain spaces, and that a key or card opens their doors. Access is given by an Organisation Admin, an Access Manager or a Credential Manager.
Also called: permission, entitlement, access right. Spaces are also rooms.
An example: Anna Brandt needs access to the server room at Werk Nord, Nordwerk Industries.
Part | Question | What you choose |
|---|---|---|
Who | Who gets the access? | A person, or a people group. With a group, every member gets the access, including anyone who joins later. |
Where | Which spaces? | Single spaces, or a space group. Never both in one assignment. |
With what | Which key, which card? | portierX proposes, as Best Option, the keys that open the spaces with as little extra access as possible. You can choose other keys. No key can cover a space without a door. |
Review | When, with whose yes, handed over how? | When access starts and ends, the details of a request where approval is needed, and how the hand-over runs. |
Result | What happened? | What the locking system took, what is left to hand over at the desk, and who is waiting. |
The steps for a person are on Give a person access, for a group on Give a people group access.
When you confirm, Anna is entitled at once. What can be done electronically, portierX does on its own: a card Anna already carries gets the doors added and is sent to the locking system. Sent means the locking system took the change; an offline key picks it up when it next docks.
A mechanical key needs a hand-over. portierX puts a free copy aside for Anna, and the desk hands it over against a confirmation of receipt (Hand over a key or card and confirm receipt). With no free copy, Anna waits until one is ordered and cut.
When a key opens a space whose protection need is Very high, its hand-over needs approval. The entitlement stands all the same; only the hand-over waits until the person responsible says yes. Who says yes, and the other cases, are on When access needs approval.
portierX has people groups and space groups.
A people group gathers people, a team or a shift for example. Whoever joins it gets its access; whoever leaves it loses that access, unless they hold it another way.
A space group is a named set of spaces you give together, all plant rooms of a site for example.
There is no third kind of group. Groupings from a connected system, such as access profiles or zones, are mapped onto these two kinds. An Interflex access profile becomes a people group with all its holders when it is first read; from then on the group is portierX's, and a later change in Interflex is recorded but not applied.
Access is always to spaces. A door that belongs to no space is given to nobody.
An assignment covers spaces or a space group, never both.
The entitlement is immediate. Only the hand-over of a mechanical key waits for a person, and for a yes where approval is needed.
Only a free copy is handed out.
What you give in portierX does not change a grouping in the connected system by itself.
