UniFi Access - Users, Groups, and Visitors

In the Access application > USERS session, you can manage users, user groups, and visitors.

  • Users: Allow admins to add new users, view their access activities, and grant them access methods, user groups, and access policies.
  • User Groups: Allow admins to create user groups and give access controls to those groups rather than having to do it individually for each user.
  • Visitors: Allow admins to manage visitors centrally, schedule a visit, and designate accessible locations and access methods.

Note: If your UniFi Identity Enterprise is activated, your users and groups should be managed in Identity Enterprise Manager > Organizations > Members. 

Manage Users

This allows admins to add new users, view their access activities, and grant them access methods, user groups, and access policies.

Add New Users

  1. Open the Access application and click USERS.
  2. In the Users or Groups tab, click the "+" icon.
  3. Specify the user's information in the prompted panel.
  4. Click Add.

Deactivate and Delete a User

Notes:

  • Deactivated users will still be displayed in the uses list but cannot access doors unless they are reactivated.
  • Only users in the Active stage can access designated doors with authorized credentials.
  • Only deactivated users can be deleted.
  • To activate, deactivate, or delete a user, your admin role must have higher-level permission.
  1. Open the Access application and click USERS.
  2. In the Users tab, select an active user.
  3. In the Overview tab of the prompted panel, select "Deactivate" from the Active dropdown menu.
  4. Click Confirm.
  5. To delete the user, select "Delete" from the Deactivated dropdown menu.
  6. Click Confirm.

Manage Groups

This allows admins to create user groups and give access controls to those groups rather than having to do it individually for each user.

Notes:

  • Access policies assigned to a group will also apply to its sub-group.
  • When a sub-group is moved from a group, access policies assigned to the group will be removed from the sub-group.
  1. Open the Access application and click USERS.
  2. Perform the following actions according to your task:
Tasks Actions
Create a group 1. Click the Add Group icon.
2. Specify the group name.
3. Select and add access policies.
4. Click Assign User, select users, and click Add.
5. Click Add.
Remove users or access policies from a group 1. Click a door.
2. In the Users tab of the prompted panel, click the Trash icon to delete users.
3. In the Settings > Policy field of the prompted panel, click "X" to delete access policies.
4. Click Apply Changes.
Delete a group 1. Click a door.
2. Click Settings > Delete Group > Delete in the prompted panel.
Move a group 1. Click a door.
2. Click Settings > Move Group in the prompted panel.
3. Select a group and click Apply Changes. The group will be a sub-group of the selected group.
Add sub-group 1. Click a door.
2. Click Settings > Add Sub-Group in the prompted panel.
3. Specify the sub-group name and click Add.

Manage Visitors

This feature allows you to schedule one-time or recurring visits and assign visitors door access easily. When UniFi Identity Enterprise is activated, you can add and manage visitors either in your Access application or Identity Enterprise Manager. 

Add Visitors

UniFi Access

  1. Go to your Access application > Visitors.
  2. Click the Add Visitor icon in the upper-right corner.
  3. Specify the required information.
  4. Schedule the visit:
    • One-Time Visit: Specify the visit time.
    • Recurring Visit: Specify the visit time and dates.
  5. Assign visit locations:
    1. Click Add Location.
    2. Select location hubs or door groups.
    3. Click Add Location.
  6. Click Add Card or Add PIN to assign door access methods.
    • Add Card: Select a reader to register new NFC cards with and follow the on-screen instructions to add new cards, or click Select Existing Card.
    • Add PIN: Enter a PIN or click Generate a Random PIN and click Add.
  7. Click Add.

UniFi Identity Enterprise

  1. Go to your Identity Enterprise Manager > Lab > Visitors.
  2. Click the Add Visitor icon in the upper-right corner.
  3. Specify the required information.
  4. Tick the Send invitation email checkbox if necessary. 
  5. Assign locations:
    1. Click Add Location.
    2. Select location hubs or door groups.
    3. Click Add.
  6. Click NFC Card or PIN to assign a door access method.
    • Add Card: Select a registered card or click Add New Card to register a new one.
    • Add PIN: Enter a PIN or click Auto Generate.
  7. Schedule the visit:
    • One-Time Visit: Specify the visit time.
    • Recurring Visit: Specify the visit time and dates.
  8. Click Add.

Status Overview

Visitor Status Description
Upcoming The visit schedule is upcoming and the visitor has not yet arrived.
Expecting Arrival The current time falls within the scheduled visit time, but the visitor has not arrived yet.
Complete The visitor has accessed either of the designated doors during the visit time, and the visit time ends. Or the visit has been marked as complete by an admin. 
Arrived The visitor has accessed either of the designated doors during the visit time, and the visit time has not ended yet.
Or
An admin has marked a visitor status as arrived. Once marked, the visitor’s visit schedule starts immediately and they can access the designated doors using the access method assigned to them.
No Show The visit time has ended, but the visitor has neither accessed the designated doors nor been marked as complete by admins.
Canceled The visit has been canceled, and the visitor’s access method has been revoked.

Manage Visitor Status

UniFi Access

  1. Go to your Access application > Visitor.
  2. Select a visitor and do either of the following:
    • On the Overview tab of the prompted panel, select an action from the drop-down menu of status.
    • On the Settings tab in the prompted panel, scroll down to Manage, and select an action.

Identity Enterprise

  1. Go to your Identity Enterprise Manager > Lab > Visitors.
  2. Select a visitor and do either of the following:
    1. On the Overview tab of the prompted panel, select an action from the drop-down menu of status.
    2. On the Settings tab in the prompted panel, scroll down to Manage, and select an action.
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