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Open A Door

Portals Screen​

Screen Overview​

The Portals screen provides a live, operator-focused view of doors/portals grouped by facility. Each portal appears as a card showing its name and current access mode (e.g., Card Only). From this screen, authorized users can issue real-time commands such as momentary release, unlock/lock, lockdown, temporary timers, and mode or schedule changes.

Field Definitions​

Field LabelDefinitionNotes
Portals (Page Title)Identifies the current module and view.Read-only. Appears at the top left.
Facility ContextBreadcrumb showing the active facility (e.g., #FacilityName).Helps scope which portals are displayed.
Filter ToggleFunnel icon next to the title to expose filtering options (if configured).Availability depends on system configuration.
Facility Group HeaderCollapsible header that groups portal cards for the selected facility.Displays the facility name; groups can be expanded/collapsed.
Group Expand/Collapse ArrowChevron on the facility header to show or hide all portals in that group.Affects visibility only; no impact on portal state.
Portal Card – NameThe user-friendly name of the portal (e.g., Door 1, Door 2).Click to select a portal for commands.
Portal Card – Access Mode LabelText describing the current access mode (e.g., Card Only).Reflects commanded mode, not the door’s physical open/closed state.
Portal Card – Mode IconPadlock or similar icon next to the mode label indicating lock/mode state.Iconography varies by mode and theme.
Workspace CanvasMain area where portal cards are displayed.Supports single or multi-portal selection (where enabled).
Command Bar (Footer)Docked toolbar containing operational commands (Unlock, Release, Schedule, Lockdown, Timer, Credential, Mode, Expand all, Collapse all).Buttons enable/disable based on selection, configuration, and permissions.

Screen Actions and Functions​

  • Select portal(s) – Click one or more portal cards to target commands.
  • Unlock – Sets selected portal(s) to unlocked until changed or superseded by policy/schedule.
  • Release – Issues a momentary door release (pulse) using the controller’s configured duration.
  • Schedule – Opens a dialog to assign or change the portal’s schedule (e.g., unlock/lock windows).
  • Lockdown – Applies or clears lockdown for the selected portal(s)/facility as permitted.
  • Timer – Temporarily changes state (e.g., unlock) for a specified duration; auto-reverts when the timer ends.
  • Credential – Opens a dialog to view or manage credentials relevant to the selected portal(s) (e.g., grant/issue as allowed by configuration).
  • Mode – Changes the access mode (e.g., Card Only, Card+PIN, PIN Only, Unlocked, Locked Out). Available options depend on hardware and setup.
  • Expand all – Expands all facility groups to show all portal cards.
  • Collapse all – Collapses all facility groups to reduce visual clutter.
  • Global navigation – Access Favorites, Requests, Administration, Setup, Control, and Intelligence from the top nav bar.

Usage Instructions & Examples​

How to Momentarily Release a Door

  1. Expand the relevant facility group.
  2. Click the target portal card (e.g., Door 1).
  3. Click Release on the footer command bar.
  4. Confirm if prompted. The door energizes for the controller’s configured pulse time.

How to Place a Portal in Lockdown and Clear It

  1. Select one or more portal cards.
  2. Click Lockdown.
  3. Choose Apply Lockdown and confirm.
  4. To clear, reselect the same portals, click Lockdown, and choose Clear Lockdown.

How to Change a Portal to Card Only Mode

  1. Select the portal card.
  2. Click Mode.
  3. Choose Card Only and confirm. The portal card updates to show Card Only.

How to Schedule an Unlock Period

  1. Select the portal.
  2. Click Schedule.
  3. Pick an existing schedule or create a new one per policy.
  4. Save. The portal will follow the defined schedule going forward.

How to Temporarily Unlock Using a Timer

  1. Select the portal.
  2. Click Timer.
  3. Enter the duration (e.g., 30 minutes) and desired temporary state (e.g., Unlocked).
  4. Start the timer. The portal reverts automatically when the timer ends.

System Behaviors and Edge Cases​

  • Command precedence: Lockdown overrides schedules, modes, and timers. Clearing lockdown restores the prior state if still valid.
  • Manual vs schedule: A manual mode change may hold until the next scheduled event or until the operator changes it, depending on site configuration.
  • Timer reversion: When a timer expires, the portal returns to the previously active state (mode/schedule), if still applicable.
  • Controller connectivity: If a controller is offline, commands are queued or rejected based on configuration; success status may be delayed.
  • Permissions gating: Buttons are hidden or disabled if the user lacks rights for the selected action.
  • Partial success: When issuing commands to multiple portals, the system reports per-portal results if some succeed and others fail.
  • Visual updates: The access mode label/icon reflects the commanded mode, not live door position (door open/closed sensors are not shown on this view).
  • Hardware limits: Release or mode changes may be unavailable for portals lacking compatible hardware or wiring.
  • Expand/Collapse actions only affect visibility; they do not change portal behavior.

Permissions​

  • View Portals – Required to access the Portals screen.
  • Control Portals – Required for Release and Unlock actions.
  • Change Portal Mode – Required to modify access modes.
  • Manage Portal Schedules – Required to create/assign schedules.
  • Execute Lockdown – Required to apply or clear lockdown.
  • Manage Credentials (Portal Context) – Required to open/use the Credential action.
  • Permissions are typically granted to roles such as Global Administrator, Tenant Administrator, and Security Operator per site policy.

Linked Workflows​

  • People > Credentials – Issue or manage credentials that grant access through selected portals.
  • Setup > Schedules – Create or edit schedules used by the Schedule action.
  • Control > Events/Alarms – Monitor command results, door-related events, and lockdown activity.
  • Setup > Modes/Rules – Configure available access modes and site policies.
  • Intelligence/Reports – Audit portal commands and state changes.

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