CellGate Portal CellGate Portal User Portal Guide

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CellGate PortalUser Portal GuideThe Single Tenant portal offers you many options to help you manage your security. This guide willwalk through all the options on the portal.Navigation BarThe navigation bar displays at the top of every page. You use the navigation bar to access options onthe portal. The definitions of the entires on the navigation bar are below.DashboardThe Dashboard is the first page you see whenyou log in. The dashboard allows access to otherareas and common tasks.Manage CallgroupYou’ll use Manage Callgroup to manage thecallgroups you’ve created.UsersThe Users section shows you the users inyour system. You can add users and edit userpermissions.LogsThe Logs page show the recent logs. The logsrecord activity by device. From this page youcan determine how you’ll see the logs, trackthe information about who has accessed yourproperty, when they access it, and how theygained access.My AccountThe My Account tab opens the My Account page.This page holds information about your account,including your username and address.BillingThe Billing page allows you to edit your billinginformation and allows you to review your pastinvoices.cell-gate.com 1855.694-2837

CellGate Portal1724 5 63DashboardThe Dashboard is the first page you see when you log in. The dashboard offers you access to otherareas and an easy way to perform common tasks.1. Filter: if you have multiple install locations, you can filter to a specific install location.2.3.4. Edit5. Logs: sends a signal to open the gate: takes picture from the device at the gate: edit install information: shows logs for this device6. Schedule7. Notifications: create or edit the schedule for open and close for this gate or door.: allows you to set up notificationscell-gate.com 2855.694-2837

CellGate PortalManage CallgroupDepending on your account, you can manage voiceor video callgroups.A callgroup is the group of people who are calledsimultaneously when a guest arrives at the gate.12345678CallgroupsYou can find the callgroups in the portal.From this location you access callgroups and callgroup functionality. The Filter section lets you selecthow you want to view the information.1. Display Name: enter the name of your callgroup.2. Address: enter the callgroup description you want to search.3. Phone Number: enter the phone number associated with the callgroup you want to display.4. Select Device: select the device associated with the callgroup you want to search for from thedropdown menu.5. Click6. Click7. Click8. Clickto filter the callgroups according to your entries.to remove the a selected callgroup.to add a new callgroup.to edit the callgroup.When you receive a call, press * to open the gate.cell-gate.com 3855.694-2837

CellGate PortalUsersA user is anyone who uses the CellGate service. Users are divided into types and roles.User Types are categories of users with the same permissions and restrictions.Users can be administrators, who access the online portal; residents (or employees), who can enterthe property and can open the gate when contacted by the Cellgate device; or guests, who can onlyaccess your property with an assigned code.A User Role creates more specific restrictions within a the User Type. A role give specific informationabout the individual user. For example, an Account Admin can access the CellGate portal andmanage their account. A Vendor Code denotes someone who only enters the property at certaintimes using a code, like a lawn service.The users page shows the users in your account, and allows you to manage those users.12345671. Select the options for the way in which you want to view the user. You can choose Name, Code/Credential, Phone Number, Property/Location, or Role.2. In the Filter menu, w3. Clickto filter the users with the terms.4. Clickto clear your search results. You can then start your search again.5. Clickto add a code only user.6. Clickto add a new user.7. Click on a user’s name to select the user you want to edit.cell-gate.com 4855.694-2837

CellGate PortalCreate Users1. Click Users icon from the navigation bar.2. Click.3. Enter Name, Email, Phone Number,Timezone, and click.4. Select User Type and User Role fromdropdown; click.5. Create user restrictions. See theRestrictions section for more information.6. Enter information about how you wantthe user to access the system. You mightchoose to have the user enter a gatecode, use an RFID/Card/Clicker, or a WebSmartphone login. Click.7. Click.cell-gate.com 5855.694-2837

CellGate PortalRestrictions123The restrictions page has three parts.1. Property, Location Access2. Create Restrictions (top half of page)3. Review (bottom half of page)1. Property, Location AccessA. Select checkboxes for property,devices, and gates to which youwant to add restrictions.B. If you only want to createrestrictions for the property theuser can access, click.ABcell-gate.com 6855.694-2837

CellGate Portal2. Create RestrictionsAA. Shows the device to which therestriction applies.BB. If you have preset template/exiting restriction, select it.CC. For date range, clickand choose the start and enddates for restrictions to apply.DD. For days of the week to allowaccess, click. Choosethe days to allow access.EE. For timeframe, clickand select the times to allowproperty access, such as From9:00 AM To 5:00 PM.FF. For how many times, clickand enter the numberof times to allow access to theproperty.G. ClickG.3. PreviewYou’ll see a preview of your restrictions.A. The Start and End Dates for theschedule display.ABCB. “How many times?” is the numberof entries allowed.C. The schedule preview displays ingreen.D. Click Save to save the restriction.E. If you’ve created new restrictions,enter the Preset Name. Click.F. ClickDE.Fcell-gate.com 7855.694-2837

CellGate PortalEdit a User1. Click the User tab.2. Click the user you want toedit.The Edit User screen has 3sections:1. User Information12. Access Methods, UserGroup and User Role3. Restrictions23cell-gate.com 8855.694-2837

CellGate Portal1. UserInformationAIn this section youcan update thefollowing:BCA. NameDEB. EmailC. PasswordD. PhoneNumberE. TimezoneFF. LoginexpirationGG. NotesHH. When you’redone, click.2. Access, UserGroup, UserRoleA. Migrate allmethodsACDBB. DeletecredentialC. Edit useraccessD. Migrate to auserEFGE. Add accessmethodF. Change UserTypesG. Change UserRoleHH. When you’redone, click.3. Edit the RestrictionsEdit the user’s restrictions and click. For more information, see the Restrictions section.cell-gate.com 9855.694-2837

CellGate PortalLogsTo see the logs for your CellGate devices,click Logs on the navigation bar.The Log Filter allows you to specify how your information displays in the portal. The Logs options areexplained below.1234561. Install location is the gate or door where the device is located.2. Code or credentials searches for information according to the user’s credentials.3. Zap Open Number searches by the Zap Open Number. Some accounts do not have access to thisfeature.4. Phone Number displays results associated with the phone number.5. Callgroup Name allows you to see activity according to the name that displays on the Cellgatedevice.6. For Log Types, select the checkbox for the type of logs you want to display, including Images,Devices, Alarms, Device Actions, and Access.cell-gate.com 10855.694-2837

CellGate Portal1234567The Log Filter allows you to specify how your information displays in the portal. Fill out theinformation for the item you want to search.1. The selection for Dates displays the dates for which you want to view logs.2. These times specify that you only want to see the activity between certain times, for example from8 to 10 pm.3. Timezone specifies the timezone of the device.4. Responses lets you specify whether access was successful, failed, or pending. Failed indicates atransaction that was not successful.5. Filter by Schedule lets you view data by the schedule name, so you see all results for oneschedule, but only for that schedule.6. Click7. Clickto filter according to the options you’ve selected.to export logs to a spreadsheet. The export function exports up to 500 transactions.cell-gate.com 11855.694-2837

CellGate PortalMy AccountTo see your account information, click My Account on the Navigation Bar.1231. Your primary account contact displays.2. Click3. Clickto add another contact.to update contact information.cell-gate.com 12855.694-2837

CellGate PortalBillingTo view your billing information, click Billing on the navigation bar.121. The screen shows your MonthlyRecurring Bill.2. Clickto update your creditcard information, which opens theEdit Payment screen. You can updateyour contact information, includingthe billing address and email, andwhere invoices and receipts are sent.3. Click3.cell-gate.com 13855.694-2837

CellGate PortalGlossary: Group TermsAdminsAccount Admin: Account owner; has full Admin privileges in entire portal and app, and can createcodes from the CellGate app.Billing Admin: Can input and update Billing information, including credit card info. Has no apppermissions and can’t see the rest of the web portal.Site Admin: Role that can create and edit users and perform most duties of the Account Admin, butcan’t access Billing information. Has full access to the app, but can’t add codes.Read Only Admin: Can view all portal tabs except Billing, but can’t add or edit information. Has noCellGate app access.Residents/EmployeesVideo Callgroup User with Remote Access: Role that can’t access the portal. Can access app tosend Momentary Open commands, but can’t add codes or take pictures.Voice Callgroup User with Remote Access: Role that can’t access the portal. Can access app tosend Momentary Open commands, but can’t add codes or take pictures.Video Callgroup User: Role that can’t access the portal. Role can access app, but can’t sendremote commands, take pictures, or add codes. Voice Callgroup UserVoice Callgroup User: Role that can’t access the portal. Role can access app, but can’t sendremote commands, take pictures, or add codes.Credential Only User: Role can’t access the portal or app. You can assign a code or credential tothis user, and you can add their phone number to a voice callgroup.VisitorGuest Code: Role with no access to portal or app. You can use this role to assign codes orcredentials.Vendor Code: Role with no access to portal or app. You can use this role to assign codes orcredentials to vendors.No AccessNo Access: Role with no access to the portal or app. Any credentials a user has when moved to thisRole are invalidated, so codes and credentials assigned to users under this Role will not work.cell-gate.com 14855.694-2837

CellGate Portal CellGate Portal 2. Create Restrictions A. Shows the device to which the restriction applies. B. If you have preset template/ exiting restriction, select it. C. For date range, click and choose the start and end dates for restrictions to apply. D. For days of the week to allow access, click . Choose the days to allow access. E.

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