Interlogix TruPortal - Manual (Page 78)

Managing Access
66 TruPortal Software User Guide
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Add any necessary user-defined fields that can be used to enter personal data about personnel,
such as vehicle license plate number or home telephone number. See
Configuring User-Defined
Fields on page 47.
There are several ways to add person records:
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By using the Access Management > Persons page, as described next.
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By using the adding Add Person Wizard available on the Home page.
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By using the Import/Export Wizard provided on the Utilities disc to import person records and
credential data that already exists in CSV format (for example, if such data was exported from
another access control system or employee database). Refer to the Import/Export Wizard User
Guide for details.
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By using the optional Learn-In Reader. See Using an Enrollment Reader on page 68.
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By using the link in an event generated when an unknown person attempts access.
To add person records on the Access Management > Persons page:
1. Click Access Management > Persons.
2. Click [Add].
3. Type a First Name and a Last Name.
4. Click the Details tab.
5. Type the requested information in the user-defined fields.
6. If the person will use the System software, click the User Account tab and create the account.
See
Add a User Account on page 70.
7. Click [Accept Changes].
8. If the person requires a credential for access to the physical facility, see Add a Credential on page
68 .
Remove a Person
The System can store up to 10,000 person records. However, persons no longer requiring access to a
site or to the System should be removed from the database.
Note: To remove a number of persons in one batch, use the Import/Export Wizard provided on
the Utilities disc.
1. Click Access Management > Persons.
2. Select the Person from the list of persons.
3. Click [Remove].
The Remove Item dialog box appears.
4. Click [Remove].
Upload a Person ID Photo
Persons can have an identification photo associated with their records. A thumbnail of this photo will
appear whenever an access event occurs involving that person’s credential.
Note the following details about uploading photos:
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Supported file formats include GIF, JPG, and PNG.
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Photos up to 200 KB in size can be uploaded, but will be automatically resized to 10 KB or less,
in JPG format.