What this video covers
Who belongs here
Residents and on-site employees, the people who live or work on the property and should appear in the entry directory. In the TrueCloud Connect platform, click Groups in the main menu and open the Resident/Employee group, or work through Manage Call Groups, which is where their directory entry and call routing are assigned.
1) Add one resident: name, contact, display name
For a single addition, the flow matches adding a resident: enter their name and a unique email, add a phone number so the call has somewhere to fall back to, assign them to a call group, and give them a directory display name of five to fifteen characters. Save, and they appear at the gate.
2) Import a whole roster: the efficient path for a property
Adding residents one by one does not scale to a full building. To bring in many at once, use Import Voice/Video Call Group and load a spreadsheet of the roster. The portal validates the file and flags any rows to fix. Once everyone is in, send notifications so each resident sets up the app.
Give the right level of access
When you assign a resident to a call group, the group you choose sets what they can do: a Video Call Group User answers visitor calls, a Video Call Group User with Remote Access can also open the gate from the app while away, and a Video Call Group Manager with Remote Access administers the group as well. Pick the level that matches the person’s role, and change it any time in editing the resident. You can also issue a credential-only role, such as a code for a housekeeper, which opens the gate but has no portal or app access.