Issue a mobile credential

Add a mobile credential to an employee's user record so they can use the Anavio mobile app. This is an administrator task; the employee follows Set up and use mobile access to install the app and use it.

Before you start

You'll need permission to manage credentials: Full Access, Manager, or Supervisor. The employee must already have a user record with the correct email address.

• Assign the intended access group or schedule. Use Add and manage users to place the employee in an existing group; create a new group or schedule only if the required access does not exist.
• Make sure the intended reader has a Mobile option in its Identification Workflow. A mobile credential alone does not configure the reader. See Configure a door reader for that task.
• Check the employee's phone number if they will receive account-setup messages by text.

Portal Access is not required just to issue a mobile credential. Leave it off unless the employee also needs portal administration permissions.

Issue the credential

1. Open the main menu and select People → Users.
2. Select the employee and open User Info.
3. In Credentials, open the Mobile Credentials menu and select Add.
4. In Add Mobile Credentials, select Add to confirm.
5. Wait for the activation confirmation. The Mobile Credentials menu then offers Refresh in place of Add.

Anavio sends the employee an email with links to the iOS and Android apps. A user without portal access also receives an invitation to set a password for the mobile app. Have the employee follow that invitation, then Set up and use mobile access.

If the invitation is missing, have the employee check their spam folder and confirm their registered email address with you. See Create your account and sign in for password recovery.

Doorbell calls require separate directory setup. Use Set up the intercom directory and doorbell notifications for that task; issuing a mobile credential does not add someone to the Directory.