Assigning User Credentials

Assignment of a credential connects a credential to a user to identify the user in ENGAGE Audits and in the ENGAGE devices for granting access.

HINT: To successfully assign a credential and grant access, you must have commissioned locks, added Users into ENGAGE, and created any property Schedules.

WARNING: New credential assignments require all devices that the User has assigned access to, to be programmed before the credential is honored. Device programming can be immediate with the No Tour process or provided via syncing (Door File Updates) at the door or overnight WiFi connection when available.

• Open the ENGAGE Web Application.

• Select USERS tab and a user to be assigned a credential. In this case we chose User, New. Notice this user has no credentials assigned.

NOTE: You must add a new user if the user is not already entered. See Adding a User if needed.

• Select Add Credential button.

• Select the Credential to be used from the Select Existing Credential tab. In this case credential #1965 has been selected.

NOTE: If no credential is available, you must Enroll a Credential now.

• Select Credential Function from the Pull-Down menu (Normal is default).

WARNING: When working with Schlage Control™ devices, a Toggle credential function acts as a Normal credential function.

• Select SAVE.

VERIFY SUCCESS

• The selected Credential 1965 is now listed under Credentials for the selected User.

NEXT STEPS:

This process assigns a credential to the User. The Administrator needs to ensure the affected property doors are programmed before the credential access is honored at the door. Administrators need to follow these steps to complete the device programming process.

• Provide Access and Schedule Assignments for the new credential; see Assigning Lock Access and User Schedules.
• Perform User Credential programming for No Tour device updates; see No Tour Credential Programming.
• Perform device syncing with each device the User has been granted Access; see Sync – Updating a Door File.

NOTE: ENGAGE displays device Update ICONs indicating the Devices and credentials that need programming.

Adding New Devices

NOTE: To add a new device into the ENGAGE database, you must use the ENGAGE Mobile Application commissioning process.

See Device Commissioning for information on how to add a new ENGAGE compatible device into your account.