In this article, we will review the steps required to integrate your Salto account with Archie. Before starting these steps, we strongly suggest that you have already created an account in Salto.
Step 1. On your Salto Account
Log into your Salto account
Create the Salto API key under Account > API and copy the key generated (copy this key in a safe place, you won't see it anymore)
Archie tip: You can proceed to create different groups and associate the doors needed in the Salto portal; this will allow you to set the accesses in your plans in an easier way.
Step 2. Integrating your Salto account with Archie
Go to "Settings / Integrations / App marketplace"
Locate the Salto app and click "View Integration"
Click "Connect Salto account"
Choose whether you want to unlock the doors using the Salto KS app or the Archie app. Please note that this selection is permanent and cannot be changed later.
Log into your account
Enter your API key generated in the first step and select the place
Click Connect
You will be redirected back to the Salto integration
You are now ready to start using this app
Archie tip: If you change your Salto password, you will need to create a new key and associate it again to Archie.
Step 3. Configuring your Salto account in Archie
Go to "Settings / Integrations / App marketplace"
Locate the Salto app and click "View Integration"
Click the "Configuration" tab
You can enable the "Enable seamless access control with tap to unlock" feature. This will enable:
Tap to unlock: allowing users to open a door only by holding their mobile device up to a SaltoReader
Tap in-app: allowing users to unlock doors by tapping within their app.
Select if you want to enable Remote opening
Step 4. Setting a door access to your plans, services, or day passes
In this step, we will be working with plans already created, for more information about creating a plan, you can refer to this article.
Go to "Billing & products / Plans, products, passes / Plans tab", hover your cursor over the plan desired, click the 3 dots button, and click Edit
Click the Integrations tab
Navigate to the Door access configuration field
Click the Add door access button
Select the Groups and/or Doors desired for this plan
Click Confirm
Click Save & Close
Same steps can be used to add access to your services and day passes
Archie tip: When a plan with a door access configuration is acquired, Archie will automatically link a Salto account to the user.
Archie tip 2: When a plan is bought from a business account, by default all beneficiaries will be part of the plan, if this option is used, Archie will automatically link a Salto account to all members of the business account. If specific beneficiaries were selected when buying the plan
Step 5. Setting a door access to your elements (room, office, desk)
In this step, we will be working with elements already created, for more information about creating an element, you can refer to this article.
Go to "Settings / Inventory / Workspaces".
On the right side, under inventory, locate the element that you would like to modify, click the 3 dots button, and click edit.
Click the Integrations tab
Navigate to the Door access configuration field
Click the Add door access button
Select the Doors desired for this element
Click Save & Continue and click Finish
Step 6. Manually assign a Salto account to a User
On the main page, go to "Accounts" and then select "Personal" or "Teams".
Find the account you want to edit, click the three dots next to the status and click "Open."
Archie tip: You can also find an account by going to the search bar in the upper left part of the main menu and typing the name of the account
Under the General tab and click the Door access sub tab
Click the Add account button
Select if you want to create the account with or without a tag. Note that the "create account with tag" option is only available if you have available tags in Salto.
Select the Groups and/or Doors that you want to assign to this user
Set the Start date and time when you want the access to be effective
Specify whether you want the access to be indefinite or if you prefer to set an end date.
Click Confirm
Step 7. Modifying an existent Salto account associated with a user
Find the account you want to edit, click the three dots next to the status and click "Open."
Under the General tab and click the Door access sub tab
Locate the Salto account number and click the 3 dots button
Select:
Temporarily disable: To put the Salto account on hold in Archie, all setting will remain as they were, but the accesses set won't work for the user
Disconnect from Archie: Disconnect the the Salto account from this user, this won't delete the User in Salto
Delete Salto user: Delete the user from Salto
Step 8. Setting a door access for your visitors
On the main page, go to "Settings/General/Visitor policies"
Scroll down to the Visits configuration section
Click Create visits configuration
Enable "Create a link to the door access"
Click "Add door access configuration"
Select the Group desired
Click Confirm
Quick Troubleshooting Guide
Before starting any of the troubleshooting described below, make sure that the following steps are completed:
Confirm the user has the latest versions of Salto and Archie from the app store.
Enable location services for both apps, the location setting can be set to "while using" if desired.
Ensure Bluetooth is turned on for both apps.
Check that background app refresh is enabled. We've noticed that in some cases, when background app refresh is off (often triggered by low battery power save mode), it affects app functionality.
Restart the apps after making these changes.
if the access for a user is not working as expected you can fix this by:
Navigate to the account.
Click on the "Subscription" tab
Locate the desired subscription and click the three dots button.
Select "Edit Beneficiaries"
Delete the user experiencing issues and click "Confirm"
Click the "General" tab, and then click the "Door access tab"
Click the 3 dots button next to the Salto account, and click Delete Salto user
Go back to the "Subscriptions" tab, Click the three dots button next to the subscription, and select "Edit Beneficiaries"
Add the user back and click "Confirm"
Forgotten pin
It could happen that a User has lost his/her PIN, and therefore is no longer able to perform Remote Openings with the Mobile App. To reset the pin, you can refer to this Salto article.