What this video covers
- Why the email address is the one field worth slowing down for
- Reaching the Manage Users screen from the dashboard
- Entering a name, a unique email address, and an optional phone number
- The three resident employee roles, and what level of access each one grants
- Adding a gate code, an RFID card, or a clicker
- Naming the directory entry, and the five to fifteen character limit
- What to check once the resident is saved
Before you start
The TrueCloud Connect platform is CellGate’s back-end architecture, managing the data that moves between solution hardware, wired internet, cellular LTE networks, landline phones, the CellGate app, and the administrative portal. Adding a resident here is what gives that person a place in every one of those paths at once.
Have the resident’s correct email address in hand before you begin. It has to be unique in the system, and it is the address the welcome notification goes to, which means it is what lets the resident download the CellGate app and set a password. A typo here does not surface as an error on this screen. It surfaces a week later as a resident who cannot get in.
Reaching the Manage Users screen
- Sign in to the portal with your administrator credentials.
- Click Users in the main menu across the top of the screen.
- Click Manage Users to see everyone currently on the property, then click Add User.
1) The identity: name, email, and phone
First name, last name, and a unique email address are required. The phone number is optional on this screen, but leaving it blank has a consequence worth knowing: a resident with no phone number on file can only be reached through the CellGate app, so a visitor call goes unanswered whenever the app does not pick up. Adding the number now saves a support call later.
Click Next to move on.
2) The role and the access: user type, group, and credentials
Choose the user type, which for a resident or an on-site employee is Resident/Employee. Then choose the group, and this is the decision that sets what the person can actually do:
- Video Call Group Manager with Remote Access for someone who administers the call group as well as using it.
- Video Call Group User with Remote Access for a resident who answers visitor calls and opens the gate from anywhere.
- Video Call Group User for a resident who answers calls without remote gate control.
Property access defaults to yes on the next screen, which is almost always what you want. Then add the access credential: a gate code, which the portal checks for uniqueness as you type, and optionally an RFID card or a clicker from inventory. Click Add Access Method to save it.
3) The directory entry: call group and display name
Create a new call group for the resident or add them to one that already exists. Then enter the display name, which is the text a visitor scrolls past at the entry point. It has to run between five and fifteen characters, so decide on a convention for the whole property before you add the first resident rather than after the fiftieth.
Click Save, then Next to finish.
What to check once the resident is saved
- The resident appears in Manage Users with the group you assigned, not a default one.
- The gate code saved. A code the portal rejected as a duplicate does not always announce itself on the way out.
- The display name reads correctly at the entry point, in the order a visitor would look for it.
- The welcome notification went out, so the resident can set a password and start using the CellGate app.
If something does not look right
Most problems with a new resident record trace back to the group assignment or a missing phone number rather than to the record itself. Multifamily, HOA, and commercial properties can reach Gold Key Service to review the setup. Related walkthroughs cover editing a resident, adding codes, and adding restrictions.