BF TECHNOLOGY SOLUTIONS

Avigilon Alta Access Administrator Training

A practical training center for managing staff access, mobile credentials, key fobs, schedules, activity records and administrative audits.

People Credentials Schedules Audit
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TRAINING MODULE

What You’ll Learn

This training focuses on the four administrative functions used most often when managing employee access.

01
PEOPLE

Manage Staff

Add employees, update user records, suspend access and properly remove former staff.

→
02
CREDENTIALS

Issue Credentials

Manage mobile credentials, physical cards and key fobs throughout the employee credential lifecycle.

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03
SCHEDULES

Control Access Times

Configure approved work hours, temporary access windows, holiday exceptions and expiration dates.

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04
ACTIVITY & AUDIT

Review Access Activity

Locate credential events, investigate denied access and review administrative changes.

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✓
Training Objective

Administrators should be able to add or remove staff, issue the correct credential, apply an approved schedule and locate the corresponding activity record.

01 · PEOPLE

Add a Staff User

Start with a clean employee record. Use the employee’s correct business email so access changes remain associated with the correct individual.

1

Open Users

Navigate to the user-management area and begin the process for adding a staff member.

2

Enter Identity Information

Enter the employee’s name, company email address and any required employee information.

3

Assign Approved Access

Apply only the permissions and working-hours schedule approved for the employee’s role.

4

Issue Credentials

Determine whether the employee needs a mobile credential, physical fob/card or both.

5

Save and Review

Save the record and verify the administrative change in the activity history.

02 · CREDENTIALS

Mobile Credentialing

Standardize mobile enrollment so administrators and employees know what to expect.

◎
⌁
Mobile Credential Ready for Access
1

Select the Employee

Open the staff user’s record and locate the credential-management area.

2

Issue the Mobile Credential

Add the mobile credential to the appropriate staff record.

3

Complete Employee Activation

The employee follows the enrollment instructions and installs Alta Open as required.

4

Prepare the Mobile Device

Verify required smartphone permissions and Bluetooth settings when applicable.

5

Present the Device to the Reader

Hold the device near the access reader and review the associated activity event afterward.

New or Replacement Phone?

Review the previous mobile credential before provisioning the replacement device. Old credentials should not remain active unintentionally.

VIDEO DEMONSTRATION

Mobile Credential at the Reader

Use this during the Teams training session to demonstrate how a mobile credential is presented for access.

PHYSICAL CREDENTIALS

Add a Key Fob or Access Card

Each physical credential should be associated with the correct employee and managed throughout issuance, replacement and offboarding.

1

Open the Employee Credential Record

Select the staff member receiving the physical credential.

2

Capture Credential Information

Use the supported enrollment process to associate the credential with the employee.

3

Document Ownership

Use company asset or issuance records so the credential remains traceable.

4

Assign Approved Access

Apply the permissions and working-hours schedule approved for the employee.

5

Present the Credential to the Reader

Hold the fob or card near the reader and review the resulting activity event.

A
A
Physical Credential Fob • Card
Credential Compatibility

Before migrating an existing badge or fob, verify the physical credential is compatible with the installed reader and the organization’s credential configuration.

03 · SCHEDULES

Set Staff Access Schedules

Schedule access around approved business requirements instead of giving users unnecessary all-hours access.

◷
STANDARD HOURS

Regular Staff Schedule

MON – FRI Approved Business Hours

Use recurring schedules when employees should have consistent access during normal working hours.

⌛
LIMITED ACCESS

Special or Temporary Schedule

DEFINED WINDOW Start • End • Expiration

Contractors, temporary personnel or after-hours staff should receive only the approved access window.

1

Create and Name

Use a clear schedule name administrators can recognize.

2

Define Hours

Configure approved days, times and recurrence.

3

Add Exceptions

Account for holidays or approved temporary changes.

4

Apply and Verify

Confirm the employee receives the intended schedule.

Before Publishing a Schedule

01Purpose
02Employee
03Days & Times
04Exceptions
05Expiration
06Verification
ACCESS LIFECYCLE

Remove or Suspend Staff Access

Treat offboarding and role changes as deliberate security events, not routine administrative cleanup.

01

Temporary Leave

Suspend or deactivate access as required while preserving the employee record when appropriate.

02

Role Change

Remove permissions that are no longer required before applying newly approved access.

03

Separation

Deactivate applicable credentials and recover physical cards or fobs according to company procedure.

✓

Review and deactivate mobile credentials

✓

Deactivate returned, lost or retired fobs/cards

✓

Remove unnecessary administrative permissions

✓

Review the associated administrative activity

04 · ACTIVITY & AUDIT

Review Access Activity

Begin with a specific security or administrative question, then narrow the activity records accordingly.

Activity LIVE
✓
Access Granted Mobile Credential
×
Access Denied Credential Event
✓
Credential Updated User Activity
1

Select the Relevant Reader

Start with the access reader associated with the reported activity.

2

Narrow the Time Period

Focus the review around the reported event or administrative change.

3

Review Event Type

Review access, credential, user or schedule events relevant to the question.

4

Validate the Record

Compare the user, credential, reader, timestamp and event result.

5

Preserve Authorized Evidence

Follow company procedures when documenting or exporting activity information.

EXAMPLE AUDIT QUESTION

“Which credential was presented to the reader during the reported period, and what does the associated activity show?”

TROUBLESHOOTING

Mobile Credential Troubleshooting

Review the available activity record before making configuration changes.

01

No Invitation or Cannot Activate

Confirm the email associated with the user record and verify the intended credential was assigned.

02

Application Opens but No Credential

Review credential assignment, user status and the employee’s enrollment information.

03

Works at One Reader but Not Another

Compare the employee’s assigned access and schedule against the reported reader.

04

Intermittent Mobile Access

Review relevant device settings and activity before changing the employee’s access.

05

Replacement Phone

Review the previous device credential before provisioning the replacement mobile credential.

06

Access Denied at Certain Times

Compare the event timestamp with the employee’s assigned access schedule.

Document Before Escalating
User email Reader Timestamp Credential type Event result Screenshots
ADMINISTRATOR SECURITY

Protect Access Administration

01

Least Privilege

Provide only the access and administrative permissions required for the user’s role.

02

Unique Accounts

Maintain individual administrator identities instead of shared administrative accounts.

03

No Shared Credentials

A mobile credential, card or fob should correspond with the individual to whom it was issued.

04

Document Changes

Maintain appropriate records of authorization and significant access changes.

05

Periodic Review

Review inactive users, temporary access and credentials that should no longer remain active.

06

Protect Activity Data

Access and share security activity only for an authorized business or security purpose.

TRAINING LIBRARY

Video & Reference Center

Keep these resources available during administrator training and future refresher sessions.

VIDEO

Mobile Credential Demonstration

Visual demonstration of a mobile credential being used with Avigilon Alta Access.

▶
VIDEO

Access Schedule Training

Supplementary administrator training for access schedules and related configuration.

Open Training Video →
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Visit Our YouTube Training Channel

Continue learning with BF Technology Solutions. Visit our YouTube channel for technology demonstrations, training, security solutions and support resources.

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GUIDE Alta Access Administrator Guide Official Avigilon reference ↗ GUIDE Alta Access Foundations Guide Official Avigilon resource ↗ RESOURCE Alta Access Getting Started End-user reference guide ↗
TRAINING COMPLETION

Administrator Checklist

Use this checklist at the end of the Teams training session.

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Access should be intentional.

Before completing an administrative change, make sure the user, credential, approved access and schedule match the intended business requirement.

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Need Assistance With Avigilon Alta?

Contact BF Technology Solutions for access control support, credential administration and system assistance.

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