IDVisor Sync Console Top 10 Tips

IDVisor Sync Console Top 10 Tips

IDVisor Sync Console Top 10 Tips

Description: Below the most frequently asked questions about using IDVisor Sync. It covers common tasks such as creating user accounts, renaming scanners, importing tag lists, resetting passwords, exporting data, and managing settings like time zones and scan counters. 


Tips

Tap the dropdown arrow next to the Tip to view the instructions.
Tip 1: Creating additional User Accounts in IDVisor Sync

Tip 1: Creating additional User Accounts in the IDVisor Sync Console


Tip Description: Creating additional User accounts allows you to add employees, managers, IT, and Security that you would like to have access to the scanned data. There are various access levels that you can set for each user. You can create as many users as you would like. To request more activation keys please contact Tokenworks Support.


Step 1: Select File in the IDVisor Sync Console. On the File drop down menu select Accounts.


 

Step 2: In the Accounts window select Add New.



Step 3: Once selecting Add New, the Add Account window will open.
Create a Username and Password for the user you are creating the account for.
Using the Access Level drop down box, select an access level for the user (default: Admin).
Enter an Email and/or Phone for the user. This is mandatory as the software requires a 2 Factor key when at log in.

Optional: If any Groups are made and you would like to assign the created user to a group, highlight the group you would like the user to be assigned to.
After entering the credentials select Save.
The newly created account should now show on the Accounts window.  

 After confirming the Account was created, provide the user with the created account information.  




If the User would like to use a different password, the user is able to click on the password reset option.
Once the reset password option is selected, restart the software.

Once the software has restarted log in by entering the Username and Site Name only. Do not enter a Password.
Select Login and then the user will be prompted to enter a new password. Once the new password is entered the user will then have to log back in using the new password.



Tip 2: Creating/Changing Scanner names

Tip 2: Creating/Changing Scanner names

Tip Description: Creating/Changing Scanner names allows you to create and connect a new scanner to your Sync Server. You can also use this feature to rename pre-added scanners to the desired name of your choice.

NOTE: Once the scanner is named/renamed in the Sync Console, it must be done on the device as well. Please click here to see how to connect the scanner to IDVisor Sync.


Step 1: Select File then Scanners.



Step 2: In Scanners menu select Add New.



Step 3: In the Add New option, create a Username and Password for this scanner.
You can also add a Location, Description, and/or add the scanner to an existing Scan Count Group.
After adding the additional information select Save.  



After selecting Save, your scanner will be added to your list of Scanners on the network.

NOTE: Once the scanner is named/renamed in the Sync Console, it must be done on the device as well. Please click here to see how to connect the scanner to IDVisor Sync.
Tip 3: Importing a Tag list

Tip 3: Importing a Tag list


Tip Description: If you have a list of known names you would like to ban or add as a member, you can import them as a tag list to the Sync Console. Once imported, the scanners will detect the tagged patrons once they are scanned and come up as a tag match on the device.  


Step 1: Creating a Tag List

To begin creating the Tag List open your spreadsheet program and review the import instructions above to begin creating the Tag List.

Sample Tag List.

The column format should be as followed: Last Name, First Name, ID Number, Date of Birth (MMDDYYYY), Notes to add (any notes for particular customer), Expiration Date (YYYYMMDD), and Tag Code (for list of Tag Codes go to Tags > Edit Tags in the Sync Console).

The tag list should NOT include column headers. All fields are not necessary except Last Name, First Name, and Tag Code. Please be aware the more fields filled in will provide more accurate result.

Save the created Tag List in a csv (Comma Delimited) format.



Step 2: Importing the Tag List in IDVisor Sync

Once the Tag List has successfully been created, we will now import to Tag List into the IDVisor Sync Admin Console.

 Open the Sync Console, the select Tags > Tag Users.



Step 3: When the Tag Users option is selected the Tag List screen will show.
NOTE: If there were no Tags imported then this screen will appear with no customer information.

Select Import. 


 After Import is selected the Import instructions will pop up. Click OK once it does.



Step 4: After clicking OK, look for and highlight the saved csv Tag List.

Select Open once highlighted. This will begin the import process.


The time to import varies on how many customers will be added.

NOTE: If any names or the list is rejected please review Step 1 and the Tag list for any errors.
Tip 4: Resetting Password

Tip 4: Resetting Password

Tip Description: If you forgot your password or having issues logging in, you can reset your password using the following steps below.



Step 1: Click on “Click here to request a password reset”.




Step 2: Enter your Username.

Select the Phone or Email option to receive the 2 Factor Authentication code.


 Once entered the Loading window will pop up.


 Enter the 2 Factor Authentication code received.



Once entered you will receive the Password reset confirmation.

Note: It may take up to 5 minutes to receive this confirmation.



Step 3: Enter your Username and ensure the Site Name is correct.

Leave the Password box blank.

Click Login.


 Create your New Password and click Submit.


You will receive the Password Updated confirmation once complete. Click OK.


You can now use your Username and New Password then Login.
Tip 5: Creating Groups

Tip 5: Creating Groups

Tip Description: Creating Groups allows users to organize scanner and also assign sync console users to different groups.


Step 1: Click on Settings then select Groups.



Step 2: On the Groups window select Add.



Step 3: On the Add screen add the name of the Group.

You can provide a description for the group, and also send reports to emails you would like to notify on this group. 


 

NOTE: Be sure to go back to File > Scanners to assign your scanners to the preferred group.
Tip 6: Exporting Data

Tip 6: Exporting Data

Tip Description: Exporting Data exports the scanned data as a csv file which can be viewed in excel, Google Sheets, etc.

NOTE: This will not show if any Tags are applied to a customer. To export Tags go to Tags > View Tagged Scans > Export (follows same procedure).


Step 1: Go to Data then hover over Export.

From here you can select if you would like to export Customers (list of customers scanned) and/or Scans (list of real time scans).


  

Step 2: On the Export screen you will set the time frame of data you would like to export. You can also export by specified time, group, and/or scanner.

Once the desired export is set, click Export.  



Step 3: Once you click Export, you will be asked to save the file to a location on your PC.

Once you select your desired location, click Save.  
Tip 7: Tag Matching

Tip 7: Tag Matching

Tip Description: Tag Matching is a useful feature that allows you how tag alerts are triggered on the scanners. This helps eliminate false positives on tags for customers with the same name.


Step 1: Click on Settings then Preferences.



Step 2: Click on Edit Tag Matching.



Step 3: On the Tag Preferences window you can select how the tag alert will be triggered when scanned. Once you set the tag matching click Save.  
Tip 8: Set correct Time Zone

Tip 8: Set correct Time Zone

Tip Description: Setting the correct Time Zone in the Sync Console helps avoid any time mismatches of scans.
NOTE: The correct Time Zone should also be set on the device to avoid any time mismatches of scans.



Step 1: Go to Settings then click Preferences.



Step 2: Tap the drop down box under Time Zone For Adjustment.

Select your time Time Zone if not Eastern Time.

Once set click Save. 
Tip 9: Setting up Auto Delete for Local Data on Scanners

Tip 9: Setting up Auto Delete for Local Data on Scanners

Tip Description: Enabling the option to delete local data on the device will allow you to enable the auto deletion option on scanners connected to Sync. This will help save storage locally on the devices, since the data will be stored on the Sync Console as well.  


Step 1: Go to Settings then click Preferences.


Step 2: Next to Scanner Auto Delete, set the amount of days you would like to delete on the device.
Note: Be sure to set up the Auto Deletion feature on the device as well.

Once set, click Save. 
Tip 10: Auto Clear Scan Counter

Tip 10: Auto Clear Scan Counter

Tip Description: Resetting the counter helps with keeping an accurate occupancy count. You also will have the ability to auto clear the scan count daily at a certain time to avoid manually clearing the count every day.  


Step 1: Go to Settings then click Preferences.



Step 2: Look for Counter. Next to Counter you will be able clear the entire Scan Count or Clear Individual Scanners.

You can also set the Sync Console to Auto Clear the Scan Count Daily at a specified time. Check the Auto Clear Scan Count Daily option then set the time you would like it to take place.

Click Save once done.  
 

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