Scopes - Management of ordinances
Coverage
To register a scope:
- Access Technology > Administration > Authorization > Paper management;
- In the Roles section, search for the role you want and clickTo edit. If you need to register a role, clickNew role;
- In the Settings section, on the Filters tab, search forsam;
- Click the arrow next tosam/lobby and then inNew;
- Fill in the fields of the desired scope;
- click inTo save.
The scope can be applied to role, group, physical location, company, branch, cost center, position, organizational chart, other companies and contract.
Below are the screens, sections and fields applying this scope in the Ordinance Management module.
Ordinances
Until thenOrdinances will only display ordinances whose physical location is in accordance with the scope defined for the current user. If there is no scope configured, all ordinances will be displayed on the screen.
The same will occur when adding or editing an ordinance: in the fieldPhysical Location, only physical locations will be shown according to the scope defined for the current user. If there is no scope configured, all physical locations will be displayed.
Type of visit
Until thenType of visit will only display visit types whose role matches the scope defined for the current user. If there is no scope configured, all types of visits will be displayed.
Visitor reception and scheduling
The screensFront desk It isVisitor schedules present the same behavior and the same rules regarding the application of scope.
For its correct operation, it is necessary to consider the scope hierarchically: physical location, role used in the type of visit and role associated with those visited.
Note
Although there is this hierarchy that the system considers for displaying visits, it is possible to register only the physical or paper location. However, if there is a need to use both coverage configurations, this hierarchy must be taken into account.
In the selection optionsconcierge, only those whosephysical location is in accordance with the scope defined for the current user. If there is no scope configured, all ordinances will be listed.
Furthermore, onlythe visits that respect, firstly, the scope ofphysical location (concierge selection) andpaper, defined in the visit type. Then, it is necessary that at least onevisited have apaper that is part of the scope defined for the current user. If none of these types of coverage are configured, all visits will be displayed.
When adding or editing a visit, in Visit Data, in the fieldsLocal,Ordinance It isType of visit, only the physical locations, entrances and types of visits will be presented according to the scope defined for the current user. If there is no scope configured, all physical locations and all registered entrances will be displayed.
The same will happen in the case of provisional credentials. On the Provisional Credentials tab, Active Provisional Credentials section, the fieldOrdinance will only display ordinances whose physical location is in accordance with the scope defined for the current user. If there is no scope configured, all ordinances will be displayed.
The fieldSearch people will return the people, roles and groups that are associated with the roles and groups according to the defined scope.
Self-service terminals
When adding or editing a newself-service terminal, in the fieldOrdinance, only those ordinances whose physical location is in accordance with the scope defined for the current user will be displayed. If there is no scope configured, all ordinances will be displayed.
