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 Smart Access Management Desktop for the first time, follow these instructions.
If you are installing the QL-820NWB label printer for the very first time, follow these instructions.
Start the Smart Access Management app to begin the process of tracking visitors.
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 role, you can delete it.
If you need to change a role, you can edit it.
If you no longer need a location, you can delete it.
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 no longer need a division, you can delete it.
You can change the name of a division if needed.
You can create different roles to define the tasks that users are allowed to perform. Each user is assigned a role.
Divisions are subsets of your enterprise, which is the topmost level of your organization. Each division can contain multiple locations within it.
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.
Follow these instructions to sign in a visitor to your premises.
You can configure the data retention policy to suit your companies policy in Smart Access Management.
You can view all of the users in the system or search for individual users or groups of users.
You can add users to the system as needed.
You can import a CSV file of your users.
If a user account is no longer needed, you can delete it.
You can edit users if you need to change their name, role, or permissions.
You need to sign into the Smart Access Management web portal order to use the system.
Customize a Kiosk layout to apply your preferences for kiosk screens.
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 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.
You can view the Access Queue to check submitted documents and set expiration dates for pending sign in requests.
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
If you no longer need a contact in the system, you can delete it.
You can edit contact information as needed.
You can import new contacts to the system as needed.
You can add new contacts to the system as needed.
You can maintain staff contacts from Microsoft Entra.
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
If you make any changes to the Smart Access Management web portal that affect your tablet, you need to refresh the Smart Access Management app.
Follow these instructions to load a label roll into the QL-820NWB label printer.
Reporting, History & Accounting
You can view staff activity to see a record of staff sign in history.
You can record staff activity by exporting a .csv file.
You can export a .csv file of your users.
Add Webhook Integrations to send data from Smart Access Management to an external application.
You can record visitor activity by exporting a .csv file.
You can view visitor activity to see a record of visitor sign in history.
Create an evacuation order to notify all signed in visitors and staff members to evacuate immediately. An active evacuation list will be created.