Knowledge Base

There are 4 ways to add staff record using the xPortal software. You may choose any option that you preferred. The 4 options are "Manual Add", "Batch Add", "Scan List" and "Import Staff". This article will show you the steps of using "Scan List".

Please complete the following steps in order to add staff record:

1. Run xPortal Client to start adding the staff record. 
2. Make sure the xPortal Server is already running and controller is up.
3. Open Staff Records. Go to Data Setup › Access Data Setting › Staff Records.
   
4. Click Scan List link to insert a new Staff Record. A form as below will be displayed.
1. Tick the card no you wish to install. 
2. Enter the information of the Staff.
   
   
5. After you have entered all the necessary fields, click Door Access Code button to assign the door access for the staff.
   


6. Click Load Door Accessibility Template and Select Door Access window will be shown.
7. Select  Door Accessibility to determine at which day and what time the staff can access particular door.
   


8. Click OK to confirm. The following window will be shown.
   


9. Click Yes to confirm load door access. Then Click OK to confirm select door accessibility.
10. Click OK to start install the unlisted user card.
11. The following window will be shown after card successfully added. 
12. Click Close to continue.
    


13. The software will automatically send user setting (install card) to all controllers. 
14. After downloading all the settings, it will display a report of data being sent. 
15. Click Close to return to Staff Detail Setup menu.
    


16. The newly added staff record will be listed in the Staff Detail Setup menu.
    
    


17. Enter ID Number/ flash card to the reader to verify it is already installed. 
18. The card will get "Valid Entry Access" if the staff is granted for access on the installed controller.
19. Finished.