Viewing the Access Queue on the PB Companion mobile app for Smart Access Management
You can use the Access Queue to upload and check submitted documents and also set expiration dates for pending sign in requests.
Products Affected: Smart Access Management®
You can use the Access Queue to upload and check submitted documents and also set expiration dates for pending sign in requests.
This helps when a visitor needs to submit documentation before they access your premises. An admin or a host can verify the documents on the mobile app.
- If necessary, sign in to the PB Companion mobile app.
- Tap Access Queue. You see a list of visitors who have either not yet uploaded their documentation or have done so and are waiting to have their documents verified.
Document Verification
- Tap Document Verification to view documents already uploaded by a visitor.
- Tap Verify.
- Tap the name of the document you wish to view. A preview appears.
- Tap Expiration Date and set a value.
- If necessary, you can add a comment.
- If approving a document, tap Approve and then tap Save and Close to return to the Access Queue.
- If denying a document, tap Deny to activate the Request New Document Upload. If the visitor provided an email address when signing in, they will receive another email requesting another document. Tap Save and Close to return to the Access Queue.
Document Upload
- Tap Document Upload to upload required documents.
- Tap Verify & Upload.
- Tap the name of the document you wish to upload. Tap Upload Document in the preview window. Only the displayed file types are supported.
- Tap Upload Document.
- You can use the camera or file icons.
- Select the file you want to upload.
- Tap Expiration Date and set a value.
- If necessary, you can add a comment.
- If approving a document, tap Approve and then tap Save and Close to return to the Access Queue.
- If denying a document, tap Deny to activate the Request New Document Upload. If the visitor provided an email address when signing in, they will receive another email requesting another document. Tap Save and Close to return to the Access Queue.
UPDATED: 14 February 2024