Configuration Guide

Table Of Contents
Creating anOnboarding Template
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Before you begin
Login to the Guest and IoT Manager application and ensure that it is connected
with the Access Control Engine. For more information, see Configuring Engine
Details.
Procedure
1. In the navigation pane, click Onboarding Templates > Add.
2. In the Common tab, configure the name and common details for the Onboarding
Template. For more information, see Configuring the Common Details.
3. In the Guest Users tab, configure the Guest User Account Details For more
information, see Configuring the Guest User Account Details, Configuring Guest
User Provisioning Using Outlook Add-in, , Configuring Guest User Provisioning
Using Vouchers,Configuring Guest User and Device Provisioning Using CSV, and
Configuring Zero Touch Guest User Provisioning,.
4. In the Sponsor tab, configure Sponsor approval, if Self-Service Guest Users must be
approved by a Sponsor before they are granted access. For more information, see
Configuring Sponsor Approval.
5. In the Devices tab, configure User Device details for this Onboarding Template. For
more information, see Configuring the Devices Record Details.
Important:
If Sponsor Approval is configured, Provisioners belonging to this
Onboarding Template cannot manage Devices.
6. In the Device Type Groups tab, configure the Device Type(s) and Group(s) for the
particular Onboarding Template. For more information, see Configuring Device Type
Groups.
7. In the Notification tab, configure the notification templates used for sending account
details to Guest User / Sponsor. For more information, see Configuring the Account
Notification Templates.
8. In the Advanced tab, configure the advanced details for this Onboarding Template if
required. For more information, see Configuring Advanced Details.
9. Check your entries and click Save to save the configuration.
Guest and IoT Manager creates the Onboarding Template.
Note: