Add value to your Brivo Onair setup by automatically creating new records in Brivo when visitors sign in through Envoy.
How does this integration work?
The Envoy + Brivo integration streamlines the process of logging and distributing access to visitors. With additional customization options, including issuing permission based on either invites or guest sign-in, Envoy will create user records in Brivo and assign permission groups based on your configuration.
Enabling the Envoy + Brivo integration
Note: You willl need administrative access on your Brivo Onair ACS to complete this integration. Additionally, visitors must utilize the email field in order for records to be stored in Brivo.
Ensure you have administrative access or work with a local administrator before proceeding with the following steps:
- Begin by creating a new “Envoy Bot” Senior Administrators account.To the right of the “Senior Administrators” section in Brivo (click “Setup > Account > Administrators”), click “New.”Complete the Account details (e.g., Administrator ID, Password, etc) and click “Save”.In the subsequent page titled, “View Administrator, ensure the new Senior Administrator user has edit permissions for sites and all relevant groups.Note: If the administrator does not have access to a group the group will not be available to Envoy.
- After creating a Senior Administrator account in brivo for Envoy, go to Integrations > All integrations in the Envoy dashboard.
- Under Building security, find Brivo, then click “Install.”
- In the API step, enter administrative account credentials created in the first steps and click “Save” to continue.
- On the Groups step, select the desired visitor to permission group mapping.The drop down menu on this step is automatically populated based on the visitor flows on the location as well as the groups available to the administrative account defined in Step 2. If you do not see your intended groups than you must revisit your permissions within Brivo.The drop down menu allows multiple groups per visitor type, as well as additional visitor to group mappings with the “add another” button.
- On the Customization step, you can select several options of customization, including:ONLY ALLOW INVITED GUESTS: Toggling this setting will switch to “Sign In” only user creation and group mapping issuance when disabled, and “Invite” based user creation and group mapping when enabled.ADVANCE ACCESS: This is the length of time the Brivo user’s “Effective Date” will last before the invited date and time (e.g., An invite may be for 8PM on April 13th, but 15 minutes or even 12 hours prior to the meeting can be added to enable to the user early).ACCESS DURATION: This is the length of time the Brivo user’s “Effective Date” will work for.SIGN OUT ACCESS: When this checkbox is checked, users will have their permission groups removed from Brivo during sign-out from Envoy.
How Envoy Visitors entries look in Brivo
In the example below, individual visitors are listed. This list can be found in Brivo under the Users > Users menu.
Note: Envoy creates a custom field, “Envoy Email” which is used to create unique users in Brivo and prevent duplication of users. If this field is emptied on a user or removed from the custom fields the integration will experience unexpected behavior.
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