Applies to: all identities of OnCAFE platform

Summary

The Identities module is used to register and manage users in the OnCAFE platform. You can classify identities as Regular or Visitor, and assign roles, access levels, and credentials to Regular Identities. This article walks through the process of creating a new identity.

Creating a New Identity

To create a new identity:

1. Log in to OnCAFE.
    
2. In the navigation bar on the left, click Identities > Identities.
   
   
    
3. Click Create Identity and select either Regular or Visitor from the drop-down menu.
   
   
   
   Regular – people with varying access in different locations over the long term
   Visitor – people with short and limited access
    
4. Fill in identity details. 
   
   Regular Identity Personal Information
   
   
   
   First Name – required 
   Last Name – required 
   Email Address – used for system login, notifications, mobile credentials, alarms, etc. (required) 
   Phone Number – used for record keeping or contact reference (optional) 
   Extended Unlock Time – extends Grant time on Entities (optional)it’s 
   User Role – based on the individual’s role in the system (required)           
             Cardholder Only – access only, no OnCAFE system access (visitor)           
             Operator – can manage system components (based on permissions)           
             Cardholder Manager – can manage other cardholders (role-configurable)           
             Administrator 
   Home Location – associated home location (required) 
   
   Visitor Identity Personal Information
   
   
   
   First Name – required 
   Last Name – required 
   Email Address – used for mobile credentials (optional) 
   Phone Number – used for record keeping or contact reference (optional) 
   Extended Unlock Time – extends Grant time on Entities (optional) 
   Home Location – location the identity belongs to (required)
    
5. Click Save Changes. 
   
   The identity is saved and listed in the Identities view.

Uploading an Identity Image (Optional)

You can personalize each Identity by uploading a photo or image for visual reference. This is helpful for recognition and visitor management. Assigning an image to an Identity can be done during the creation or after while editing the Identity.

To add or change an image:

1. Click the Upload icon beneath the profile placeholder.
   
   
   
   A file browser window appears.
    
2. Navigate to the image file you want to use and select it.
    

3. Click Open.
   
   The image is now displayed in place of the default identity icon.
   
   

   NOTE: After creating an identity, you can assign credentials, 
   add to access levels or cardholder groups, assign roles, and 
   monitor related event logs.