Smart Access Management (SAM) Support (formerly LobbyTrac) (pre 2023)

Turning the Smart Access Management tablet on or off

Signing in to the Smart Access Management web portal

Obtaining your credentials for integrating Smart Access Management with Microsoft Entra ID

Maintaining staff contacts from Microsoft Entra

Creating an Evacuation Order

Viewing the Access Queue on the PB Companion mobile app

Signing in as staff to the Smart Access Management kiosk using the PB Companion mobile app

Signing in as a pre-registered visitor to the Smart Access Management kiosk using a QR code

Viewing staff and visitors signed in using the PB Companion mobile app

Adding a contact

Adding a role

Editing a role

Deleting a user

Editing a user

Exporting users

Creating an evacuation order using the PB Companion mobile app

Configuring the data retention policy

Enabling or disabling email and SMS notifications for evacuation orders

Creating custom email and SMS notifications

Importing contacts

Importing users

Viewing the Access Queue

Adding a user

Configuring pre-registration and manual sign in workflow

Pre-registering a visitor using the PB Companion mobile app

Adding a Webhook Integration

Customizing a Kiosk layout

Deleting a contact

Editing a contact

Editing custom email and SMS notifications

Exporting staff activity

Using the dashboard

Viewing staff activity

Viewing users

Viewing visitor activity

Viewing your profile on the PB Companion mobile app

Signing in and out of the PB Companion mobile app

Selecting a site in the PB Companion mobile app

Setting up Tenant Onboarding

Enabling the reception bell

Adding a Kiosk Workflow

Pre-registering a visitor

Exporting visitor activity

Signing in a visitor

Exporting contacts

Exporting contacts automatically on a schedule

Loading the label roll

Refreshing the Smart Access Management app

Installing the QL-820NWB label printer

Downloading the PB Companion mobile app

Adding a division

Adding a location

Deleting a division

Deleting a location

Deleting a role

Editing a division

Editing a location

Installing a thermometer

Installing the Smart Access Management Desktop

Setting up your own tablet