Managing guest managers in UAM

Because it is hard for the IMC administrator to centrally manage guests and the guests are received by the enterprise staff, guest management is authorized to the enterprise staff. In other words, it is the enterprise staff that manages the guests. The specific implementation is as follows:

In UAM, specify an access user (typically corresponding to an enterprise staff) as a guest manager. A guest manager can manage the guests.

1. Click the User tab.

2. From the navigation tree, select Guest > Guest Manager. The Guest Manager page opens by default.

   Guest manager list contents

   • Account Name—Account name of the access user. The account name is used to log in to the self-service center. Click the name to display the access user details page. For more information, see "Viewing ordinary access user details."

   • User Name—Name of the platform user to whom the access user is attached.

   • User Group—User group to which the platform user belongs.

   • Guest Manager Type—Value can be Guest Manager or Super Guest Manager. A guest manager can manage only part of the guests. A super guest manager can manage all guests.

   • Guest Maximum Validity Time—Maximum validity period that the guest manager can set for a guest during registration. For information about guest preregistration, see "Registering a single preregistered guest" and "Bulk registering preregistered guests." If you do not set the parameter, the guest manager can specify the expiration time for managed guests without limitation.

   • Managed Guest Group—User group to which guests approved by the guest manager are automatically assigned. When the guest manager approves a guest on the registration page, the name of the guest group is auto-populated in the User Group field and cannot be modified. If the managed guest group is not specified, the guest manager can assign a guest to any group when approving the guest.

   • Send Approval Notification via SMS—Whether or not to send an SMS message to notify the guest of the registration.

   • Send Approval Notification via Email—Whether or not to send an email to notify the guest of the registration.

   • Default Guest Manager—Whether or not the account is the default guest manager for guests that are automatically registered. The value can be Yes or No. Only one guest manager can be configured as the default guest manager. Click Yes to cancel the default guest manager. Click No to set the guest manager as the default guest manager and cancel the previous default guest manager. This column is displayed only when guest auto-registration is enabled.

   	NOTE: The Default Guest Manager column does not change immediately after the guest auto-registration setting is modified. To view the latest guest manager list, log in to IMC again.

1. Access the guest manager list page.

2. In the query area, specify one or more of the following query criteria:

   • Account Name—Enter a partial or complete account name of an access user. The access user uses the account name to log in to the self-service center. For example, if you enter x, all account names that contain x are matched.

   • User Name—Enter a partial or complete platform user name. For example, if you enter y, all platform user names that contain y are matched.

   • User Group—Click the Select User Group icon to select a group from the user group tree in the Select User Group window. You can select only one user group for query.

   • Guest Manager Type—Select Guest Manager or Super Guest Manager from the list.

   The query ignores empty fields.

3. Click Query. The list shows all guest managers that match the query criteria.

4. Click Reset to clear the query criteria. The list shows all guest managers in UAM.

1. Access the guest manager list page.

2. Click the account name of the guest manager whose detailed information you want to view.

   The access user details page opens. For more information, see "Viewing ordinary access user details."

1. Access the guest manager list page.

2. Click Add.

   The Add Guest Manager page opens.

3. Select the guest manager type from the list: Guest Manager or Super Guest Manager.

   A guest manager can manage only the guests that the guest manager has privileges to. A super guest manager can manage all guests.

4. Click the Select User Group icon next to the Managed Guest Group field. In the Select User Group window, select a group to which guests approved by the guest manager are assigned, and then click OK.

   The selected user group is displayed in the Managed Guest Group field. All guests approved by the guest manager are automatically assigned to the group and cannot be changed. To remove the configuration, click the Delete icon .

   If you do not specify a managed guest group, the guest manager can assign a guest to any group when approving the guest.

5. Enter a time value in the Guest Maximum Validity Time field, and then select the measurement unit. This parameter determines the validity period for all guests managed by the guest manager and affects the following settings:

   • Limits the value ranges when the guest manager sets the validity time and expiration time for a guest, for example:

     • Registering a preregistered guest in the PC-version self-service center.

     • Adding guests in batches to UAM.

   • Determines the validity period of guests for whom the guest manager cannot manually set the validity time and expiration time, for example:

     • Guests automatically registered after being preregistered on the self-service center.

     • Guests registered through SMS messages.

     • Guests created by the guest manager in the touch-version self-service center.

     The validity period of the previous guests is also affected by the Default validity period of guests parameter of the guest policy assigned to them. If the two parameters use different values, the parameter with the smaller value applies to the guests.

6. Select Send Approval Notification via SMS, Send Approval Notification via Email, or both as Approval Notification Types.

7. Select the access users you want to configure as guest managers.

   1. Click Select in the Selected Access Users area.

      The Select Access User page opens.

   2. In the Query Access Users area, specify one or more of the following query criteria:

      • Account Name—Enter a partial or complete account name of an access user. The access user uses the account name to log in to the self-service center. For example, if you enter x, all account names that contain x are matched.

      • User Name—Enter a partial or complete platform user name. For example, if you enter y, all platform user names that contain y are matched.

      • User Group—Click the Select User Group icon to select a group in the Select User Group window. You can select only one user group for query.

   3. Click Query.

      The list includes all access users matching the query criteria.

   4. Select one or more account names.

   5. Click OK.

      The Select Access User page closes. On the Add Guest Manager page, the Selected Access Users area is automatically populated with the selected account names.

8. Click OK.

   The Operation Result page opens, showing the number of guest managers successfully added and the number of failures. If failures exist, you can click Download to download or view the failure reasons in the operation log.

9. Click Back to return to the guest manager list page.

1. Access the guest manager list page.

2. Select one or more guest managers you want to modify.

   Make sure the Guest Manager Type field is Guest Manager. Super guest managers cannot be modified.

3. Click Modify.

4. Select the guest manager type from the list: Guest Manager and Super Guest Manager.

   A guest manager can manage only the guests that the guest manager has privileges to. A super guest manager can manage all guests.

5. Click the Select User Group icon next to the Managed Guest Group field. In the Select User Group window, select a group to which guests approved by the guest manager are assigned, and then click OK.

   The selected user group is displayed in the Managed Guest Group field. All guests approved by the guest manager are automatically assigned to the group and cannot be changed. To remove the configuration, click the Delete icon .

   If you do not specify a managed guest group, the guest manager can assign a guest to any group when approving the guest.

6. Modify the value and measurement unit of the Guest Maximum Validity Time parameter. This parameter determines the validity period for all guests managed by the guest manager and affects the following settings:

   • Limits the value ranges when the guest manager sets the validity time and expiration time for a guest, for example:

     • Registering a preregistered guest in the PC-version self-service center.

     • Adding guests in batches to UAM.

   • Determines the validity period of guests for whom the guest manager cannot manually set the validity time and expiration time, for example:

     • Guests automatically registered after being preregistered on the self-service center.

     • Guests registered through SMS messages.

     • Guests created by the guest manager in the touch-version self-service center.

     The validity period of the previous guests is also affected by the Default validity period of guests parameter of the guest policy assigned to them. If the two parameters use different values, the parameter with the smaller value applies to the guests.

7. Select Send Approval Notification via SMS, Send Approval Notification via Email, or both for Approval Notification Types.

8. Click OK.

   The Operation Result page opens, showing the number of guest managers successfully modified and the number of failures. If failures exist, click Download to download or view the failure reasons in the operation log.

9. Click Back to return to the guest manager list page.

Deleting a guest manager does not delete the access user corresponding to the guest manager.

Deleting a guest manager does not delete the guests that are managed by the guest manager.

To delete one or more guest managers:

1. Access the guest manager list page.

2. Select one or more guest managers you want to delete.

3. Click Delete.

   A confirmation dialog box opens.

4. Click OK.

   The Operation Result page opens, showing the number of guest managers successfully deleted and the number of failures. If failures exist, click Download to download or view the failure reasons in the operation log.

5. Click Back to return to the guest manager list page.

When guest auto-registration is enabled, UAM automatically uses the default guest manager to manage all guest accounts that are automatically registered.

On the guest manager list, click No in the Default Guest Manager column to configure a guest manager as the default guest manager. This operation also cancels the previous default guest manager at the same time.

The Default Guest Manager column is displayed only when guest auto-registration is enabled. The column does not change immediately after the guest auto-registration setting is modified. To view the latest guest manager list, log in to IMC again.

1. Click the User tab.

2. From the navigation tree, select Guest > Guest Manager.

3. Click the Guest Manager Group tab.

   The list includes all guest manager groups.

   Guest manager group list contents

   • User Group—User group of the platform user associated with the guest manager.

   • Guest Manager Type—Value can be Guest Manager or Super Guest Manager. A guest manager can manage only part of the guests. A super guest manager can manage all guests.

   • Guest Maximum Validity Time—Maximum validity period that the guest manager can set for a guest during registration. For information about guest preregistration, see "Registering a single preregistered guest" and "Bulk registering preregistered guests." If you do not set the parameter, the guest manager can specify the expiration time for managed guests without limitation.

   • Send Approval Notification via SMS—Whether or not to send an SMS message to notify the guest of the registration.

   • Send Approval Notification via Email—Whether or not to send an email to notify the guest of the registration.

   • Modify—Click the Modify icon to modify a guest manager group.

   • Delete—Click the Delete icon to delete a guest manager group.

1. Access the guest manager group list page.

2. Click Add.

   The Add Guest Manager Group page opens.

3. Select the guest manager type from the list: Guest Manager or Super Guest Manager.

   A guest manager can manage only the guests that the guest manager has privileges to. A super guest manager can manage all guests.

4. Enter a time value in the Guest Maximum Validity Time field, and then select the measurement unit. This parameter determines the validity period for all guests managed by the guest manager and affects the following settings:

   • Limits the value ranges when the guest manager sets the validity time and expiration time for a guest, for example:

     • Registering a preregistered guest in the PC-version self-service center.

     • Adding guests in batches to UAM.

   • Determines the validity period of guests for whom the guest manager cannot manually set the validity time and expiration time, for example:

     • Guests automatically registered after being preregistered on the self-service center.

     • Guests registered through SMS messages.

     • Guests created by the guest manager in the touch-version self-service center.

     The validity period of the previous guests is also affected by the Default validity period of guests parameter of the guest policy assigned to them. If the two parameters use different values, the parameter with the smaller value applies to the guests.

5. Select SMS, Email, or both for the Send Approval Notification by field.

6. Select user groups.

7. Click OK.

   Access users in the selected user groups are all assigned as guest managers.

1. Access the guest manager group list page.

2. Click the Modify icon for a group.

3. Modify the guest manager type, guest maximum validity period, and approval notification method. For more information, see "Adding a guest manager group."

4. Click OK.

Deleting a guest manager group will cancel the guest manager role for all access users in the group.

To delete a guest manager group:

1. Access the guest manager group list page.

2. Click the Delete icon for a group.

   A confirmation dialog box opens.

3. Click OK.