Unifi Access User Guide

Unifi Access App Download

iOS - https://apps.apple.com/us/app/unifi-access/id1578429007
Android - https://play.google.com/store/apps/details?id=com.ui.access.app

Users in UniFi

Users are the people who interact with UniFi devices. Admins can create Users in order to assign them custom permissions. UniFi offers a simple and flexible system for managing interactions with UniFi, whether it be Admins who are signing in and monitoring the platform, or Users who are unlocking doors and connecting to WiFi.

Admins

An Admin is anyone that has the ability to access a UniFi site, in order to monitor and/or make configuration changes. The Owner is the account that originally set up a UniFi Console. Owners can invite additional Admins, with custom permissions, so that the site will be accessible via their Site Manager. By default, Admins are granted Full Management permissions, but you can create custom roles, such as:

View Only: View applications without making changes.
None: No access to an application.
Hotspot Operator (Network): Manage guest WiFi hotspots.
Site Admin (Network): Configure settings for specific sites (available on multi-site UniFi Consoles).
Device Specific (Protect): View or edit selected Protect devices (cameras, doorbells, etc.).
Door Attendant (Access): Open doors and communicate with visitors.

Users

Users interact with UniFi devices in their daily operations. For example, an office building might have a few Admins but hundreds of Users. Users may need permissions from Admins for tasks such as:

Door Access: Unlocking doors and gaining building entry.
Talk: Making calls with UniFi Talk phones.
Connect: Adjusting room lighting or even charging their EV.

Managing Users in Identity Endpoint

Admins can manage Users more effectively through Identity Endpoint, a free service that simplifies user permissions and access management. While permissions can be assigned directly in each application (Access, Talk, Protect, etc.), Identity Endpoint provides a streamlined management experience.

Organizations can use Identity Endpoint to manage permissions for all UniFi applications from a single platform. This makes connecting to WiFi, unlocking doors, and accessing resources effortless for users.

Adding Users

UniFi has several methods of adding users, to provide flexible and efficient management based on your needs.

Creating a New User Manually

Go to Settings > Admins & Users > Users.
Click Create New User, and select Create New User.
Enter the User’s Name and Email.
Click Create.

Importing Users from a CSV File

Go to Settings > Admins & Users > Users.
Click Create New User, and select Import Users from CSV File.
Follow these steps:
- Download the provided CSV template.
- Fill out the template with user information.
- Export the updated template as a CSV file.
- Upload the file in the dialogue box.
- Click Import.

Creating User Groups

UniFi offers configurable User Groups, for more organized and scalable policy management, especially for those using Identity Endpoint.

To create a user group:

Go to Settings > Admins & Users > Users.
Select Manage Groups to open the Manage Groups panel.
Click Add Group to create a new group.

Managing Users

Now that Users are added, you can manage their permissions directly within applications like UniFi Access, Talk, or Protect to tailor access for each User.

Configuring Access Policies and Schedules in UniFi Access

UniFi makes it easy to create tailored door access policies that seamlessly align with each user's schedule—whether for shifts, holidays, or weekends.

Creating Access Policies

Customize access times, locations, schedules, and user permissions.

Navigate to Access application > Settings > Policies & Schedules > Policies and click Create New.
Specify the Locations (i.e., the door, gate, or elevator) that the policy will apply to.
Assign the policy to All or a Custom group of users.
Configure any Predefined or Custom schedules.
Click Create.

Example 1 – Daily Routines

For employees with daily routines, grant all users at the New York Office access to all locations from Monday to Friday, between 9:00 AM and 5:00 PM.

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Example 2 – For Work Shifts

For employees working shifts, grant specific users and user groups access to specific locations on Monday, Wednesday, and Friday from 8:00 AM to 12:00 PM and 7:00 PM to 11:59 PM.

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Example 3 – For Holidays

Grant all users access to all locations from Monday to Friday, between 9:00 AM and 5:00 PM. However, on January 7 and May 7, only allow access from 10:00 AM to 12:00 PM.

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Creating Access Schedules

Create a predefined access schedule and apply it to access policies or other schedules for easy setup.

Navigate to Access application > Settings > Policies & Schedules > Schedules and click Create New.
Specify the following:
- Name
- Recurring Schedule
- Holidays: Turn it On to create holidays and set custom access times.

Configuring Visitor Schedules in UniFi Access

UniFi Access makes it easy for admins to manage guests and visitors by scheduling visits with access to specific locations at set times. Kiosk Mode also allows visitors to check in, print a badge, and unlock doors—all on their own, without needing staff assistance.

Creating New Visitors

Navigate to Access application > Settings > Visitors > Create New Visitor.
Specify the Visitor Name.
Specify the Schedule, whether this is a One-Time, or Recurring visit.
Assign the Visit Locations (i.e., the door, gate, or elevator).
Enable Require Check-In at the Kiosk to ensure visitors complete self-service check-in before they can unlock any doors.
Assign Credentials for unlocking doors.
Click Create.
Click to Send an invitation email or SMS to the visitor.

Configuring Kiosk Mode for Self-Service Check-In (OPTIONAL)

Requirements

Install and open the UniFi Access app on your iPad and navigate to Settings > Kiosk Mode.
Select a badge printer:
- Connect the printer to your network (2.4 GHz Wi-Fi or Ethernet).
- The iPad and printer must be on the same VLAN to be detected.
Customize the Logo, Heading, and Background displayed on the iPad.
Configure Security Options:
- Require ID Card: Visitors must scan an ID card to verify their identity.
- Require Photo Capture: Visitors must take a face photo using the iPad's camera. The photo will be shown in Access application > Settings > Visitors.
- Require Admin Remote Approval: Admins must approve the visitor check-in remotely via a push notification on their Access web application or mobile app. They can approve or reject the check-in request and talk to the visitor.
Configure Badge Printer by tapping Set Up Printer (optional) and tapping Badge Print Settingsto choose which details to show on the visitor badge:
- Logo
- Person to Visit
- Company
- Remark
Tap Enable Kiosk Mode.
(Optional) To exit the mode or modify the settings, tap the upper-right Quit Kiosk Mode and then re-enter your UI Account credentials.

Changing/Viewing Visitor Status

You can manually change or view a visitor's status by navigating to Access application > Settings > Visitors > select a visitor > Overview.

Mark as Arrived: Visitor has arrived and accessed a designated location.
Mark as Complete: Visit has ended.
Cancel Visit: Visit canceled, and visitor's access credentials revoked.
Check-In Time: Visitor has checked in at the self-service kiosk. ID card and face photo are also displayed if these options are enabled in Security Options.

Unlocking Doors with Assigned Credentials

Once invited, visitors will receive an email with the visit details, including their access methods.

QR Code: Scan a QR code at the reader to unlock a door.
NFC Card: Tap an NFC card against a reader to unlock a door.
PIN: Enter a PIN on a reader to unlock a door.
License Plate: Position a vehicle within the detection zone of the nearby UniFi surveillance camera to unlock a gate or garage door.