Edit Access and Onboarding rules

Access and Onboarding rules allow you to configure who can access your site, and what information they need to provide, respectively.

For example:

• You may want Contractors to enter only if they have provided you with a valid driver's license, while Staff and Deliveries sign in with just their faces.

• You may want to collect Visitor's names and emails, but also collect phone numbers from Contractors.

• You may want to enforce temperature or BAC checks for everyone.

Onboarding and Access rules are defined per label - that is, per group of identities. If you want to create a rule for a new label, you need to create the label first. Learn more.

Onboarding rules

Create an onboarding rule for every type of visitor you expect, using labels. First-time visitors will be enrolled and categorised based on the option they select.

For each entry, decide what data to collect: name (or any other identifier), email, phone number or all three. Additionally, define if face collection is required, optional (this will allow people checking in to opt-in to submit a face) or disabled altogether.

Onboarding information will be stored as Identity metadata. Learn more.

Onboarding options appear in Doorkeeper’s standby screen - this is the first screen new visitors will see when they start their enrolment process.

Template rules were created for you at the time of purchase, but they can all be edited to suit your use case. You can create, edit and delete an onboarding rule in the Nirovision Web App 🖥️.

❗ Before you start, make sure a label has been created prior to creating the onboarding rule for the label.

1. Create a new onboarding rule

1. On the Nirovision Web App 🖥️, click on your company name on the top right corner and navigate to Settings > Location (select the desired location from the drop-down) and look for the Onboarding tab.

2. Click on the Add Option button on the right-hand corner of the screen.

   1. Give the option a name, that'll be visible on Doorkeeper's welcome screen.

   2. Select a label that applies to this option.

   3. Select the information you want to collect: name, phone number, email address, address or a combination of them.

   4. Define if a face is required, optional or disabled.

3. Click the Create button when you're ready. Your new onboarding rule will appear on the list.
   

2. Edit an onboarding rule

1. On the Nirovision Web App 🖥️, click on your company name on the top right corner and navigate to Settings > Location (select the desired location from the drop-down) and look for the Onboarding tab.

2. Click on the Edit button next to the onboarding option you would like to edit.

3. Make your changes, and click the Create button when you're ready.
   

3. Delete an onboarding rule

1. On the Nirovision Web App 🖥️, click on your company name on the top right corner and navigate to Settings > Location (select the desired location from the drop-down) and look for the Onboarding tab.

2. Click on the Edit button next to the onboarding option you would like to delete.

3. Click on the Delete button on the bottom left of the popup. A prompt will appear asking you to confirm your decision.
   

Access rules

Decide which groups of Identities (defined by labels) have access to this location, based on a set of entry requirements.

Different labels can have different access requirements.

Template rules were created for you at the time of purchase, but they can all be edited to suit your use case.

• ⚠️ Labels not included in this list will be stopped at Doorkeeper points of entry. Make sure you have at least one rule per label.

• ⚠️ Every access rule needs a corresponding onboarding rule. If you'd like to create a new access rule, you need to create an onboarding rule first.

• While some information needs to be collected on-site (like temperature and BAC checks), documents and surveys can be provided in advance via pre-registration.

You can create, edit and delete access rules on the Nirovision Web App 🖥️.

1. Create an access rule

1. On the Nirovision Web App 🖥️, click on your company name on the top right corner and navigate to Settings > Locations (select the desired location from the drop-down) and look for the Access Rules tab.

2. To add a new Access Rule, click on the Add rule button on the right-hand corner of the screen.

   1. Click on the + button and select the Label you would like to use for this rule (you can only select one label).

   2. Under Access, using the drop-down menu, select whether or not to allow access for identities with the selected label from step 1a.

   3. (optional) Tick the Allow breaks to enable breaks for identities with the selected label.

   4. (optional) If you intend to record or use Blood Alcohol Concentration (BAC), then tick the box next to Require BAC. ⚠️ BAC has to be enabled in the General Config tab first.

   5. (optional) Select the survey you would like to use to collect these other responses. ⚠️ A survey template needs to be created first.

   6. (optional) If you intend to collect documents, select which documents you would like the identities with the selected labels to upload. ⚠️ A document template needs to be created first.

   7. Nominate one or more labels for hosts.

3. Once you are happy with your selections, click Create. An Access rule for the selected label will be added to the list, and changes will be automatically applied by Doorkeeper.
   

2. Edit an Access Rule

1. On the Nirovision Web App 🖥️, click on your company name on the top right corner and navigate to Settings > Locations (select the desired location from the drop-down), and look for the Access Rules tab.

2. To edit an Access Rule, click on the Edit button that is located on the right side of the Access Rule you would like to change.

3. Once you are happy with your changes, click Save.
   

3. Delete an Access Rule

1. On the Nirovision Web App 🖥️, click on your company name on the top right corner and navigate to Settings > Locations (select the desired location from the drop-down), and look for the Access Rules tab.

2. To delete an Access Rule, click on the Edit button that is located on the right side of the Access Rule you would like to delete.

3. In the prompt, on the bottom left corner, click on the Delete button. A confirmation screen will appear warning you that this action cannot be undone. If sure, click on the red Delete button.
   

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