Pitney Bowes Smart Access Management® (SAM)
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Install & Setup
Using Your Product
Fixing & Maintenance
Reporting, History & Accounting
Installation, Setting Up & Drivers
To turn the Smart Access Management tablet on or off, follow these instructions.
If you are installing the QL-820NWB label printer for the very first time, follow these instructions.
If you are installing a Smart Access Management Desktop for the first time, follow these instructions.
To download the PB Companion mobile app from the App Store, search pb companion.
Network & Connectivity
You can connect to a Wi-Fi network on the Smart Access Management tablet.
Pair your QL-820NWB label printer via Bluetooth with the Smart Access Management tablet to begin the visitor badge printing process.
Features & Settings
If you no longer need a division, you can delete it.
You can change the name of a division if needed.
You can change the name of a location if needed.
Locations are subsets of divisions, which are subdivisions of your enterprise. Each division can contain multiple locations.
If you need to change a role, you can edit it.
You can import a CSV file of your users.
If you no longer need a location, you can delete it.
You need to sign into the Smart Access Management web portal order to use the system.
You can configure Smart Access Management to integrate with Microsoft Entra ID. This was previously known as Azure Active Directory.
You can send customized email and SMS notifications to inform users when certain events occur.
You can pre-register a visitor to speed up the sign in process or if you need them to supply certification before they arrive at your premises.
If you have received a pre-registration email, you can sign into the Smart Access Management kiosk using the QR code that was sent within the email.
You can use the Access Queue to upload and check submitted documents and also set expiration dates for pending sign in requests.
You can view the number of visitors and staff signed in at different sites and locations using the PB Companion mobile app.
You can use the PB Companion mobile app on your mobile phone to quickly sign in.
If a user account is no longer needed, you can delete it.
Divisions are subsets of your enterprise, which is the topmost level of your organization. Each division can contain multiple locations within it.
You can create different roles to define the tasks that users are allowed to perform. Each user is assigned a role.
You can edit users if you need to change their name, role, or permissions.
You can export a .csv file of your users.
You can configure the data retention policy to suit your companies policy in Smart Access Management.
You can enable or disable customized notifications to inform signed in visitors and staff when an evacuation order has begun.
You can send customized email and SMS notifications to inform users when certain events occur.
You can view the Access Queue to check submitted documents and set expiration dates for pending sign in requests.
You can view all of the users in the system or search for individual users or groups of users.
If you no longer need a role, you can delete it.
You can add users to the system as needed.
Follow these instructions to sign in a visitor to your premises.
You can add Visitor Types so that different types of visitors and staff can sign in and follow a unique workflow for their visitor type.
If you need to pre-register or manually sign in visitors, you can configure this in the following workflow.
A staff member can pre-registor a visitor using the PB Companion mobile app. This helps if they cannot access the Smart Access Management website at that time.
If you make any changes to the Smart Access Management web portal that affect your tablet, you need to refresh the Kiosk app.
Customize a Kiosk layout to apply your preferences for kiosk screens.
View your profile to view your photo, status (signed in or out), contact details and visit duration.
You need to sign in in order to use the app. Sign out if you need to sign in with a different account.
If you have multiple sites, you can select the site that you want to use the PB Companion mobile app with.
The dashboard is the starting point for viewing visitor and staff sign-in and sign-out data for all your locations.
Release Notes for Smart Access Management
You can maintain staff contacts from Microsoft Entra.
You can edit contact information as needed.
You can import contacts into the system automatically on a fixed schedule from an SFTP server.
If you no longer need a contact in the address book, you can delete it.
You can add new contacts to the system as needed.
You can import new contacts to the Smart Access Management Address Book.
Network & Connectivity
You can connect to a Wi-Fi network on the Smart Access Management tablet.
Pair your QL-820NWB label printer via Bluetooth with the Smart Access Management tablet to begin the visitor badge printing process.
Maintenance
Follow these instructions to load a label roll into the QL-820NWB label printer.
If you make any changes to the Smart Access Management web portal that affect your tablet, you need to refresh the Kiosk app.
Reporting, History & Accounting
Create an evacuation order to notify all signed in visitors and staff members to evacuate immediately. An active evacuation list will be created.
You can create an evacuation order to send an email, SMS message or both to staff and visitors to evacuate your premises.
Add Webhook Integrations to send data from Smart Access Management to an external application.
You can record staff activity by exporting a .csv file.
You can record visitor activity by exporting a .csv file.
You can view staff activity to see a record of staff sign in history.
You can view visitor activity to see a record of visitor sign in history.