Quick Start Guide
This article describes how to get the basics configured in the VOLO website.
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You can download a flowchart diagram of this Quick Start Guide, here.
Before you start​
In order to complete this process, you will need your VOLO controllers to be wired up, switched on and online. If you need help with this part of the process, please review the installation instructions for the VOLO Master and Expansion controllers, respectively.
Getting Started​
Step 1 - Logging In​
Navigate to the VOLO Portal and log in using the credentials supplied by KMC.
Step 2 - Creating a Customer​
From the Home page, click Manage Customers
, then from the Customers page New
, enter the details for the new
Customer & click Save & Close
.
Step 3 - Creating a Site​
After creating your Customer, click on the Sites
link in the main navigation menu and then click New
.
Enter a Site code, Site name and geographical time zone then click Save & Close
.
Step 4 - Adding a Master Controller​
After creating your site, click on the Sites
link again.
Click on the Controller icon from within your new site record.
Click New
on the Controllers page and complete the necessary details, you will need the following for a Master
controller:
- Type (Master Controller)
- Name (any name of your choice)
- Serial Number (found on a label on the controller)
- Activation Code (also found on a label on the controller)
- Controller Licence (you must select an available licence from the dropdown list)
- SIM Licence (optionally select an available licence from the dropdown list)
- Notes (optional)
Click Save & Close
when you are complete.
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You must have an available Controller Licence for each Master Controller you use in VOLO. This should have been sold to you when purchasing the hardware.
SIM Licences are optional. They are only required if you wish to make use of a VOLO modem as a primary or secondary communication channel
Next, you will be asked to enter a name for each of the two doors that are managed through your new controller.
Click Save & Close
when you are done.
Step 5 - Adding Expansion Controllers​
If you are adding expansion controllers, you simply follow the same process as in Step 4, above. The only differences will be:
- You must set the Type as
Expansion Controller
- You must select the Master Controller that your Expansion Controller(s) are connected to
- You do not need to select any licences
Step 6 - Configure your Doors​
We have created 2 doors with each Controller that we have added to the system. By default, these doors will be configured as Paxton Proximity Readers.
If you are using a different type of reader, you will need to update each door using the following steps:
- Navigate to the Sites page
- Click on the
Doors
icon alongside your new Site Record to navigate to theDoors
page - Click on one of the
Door
icons - Click the
Edit
button - Select the type of Reader you will be using on this door
- Click
Save & Close
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There is a short list of preconfigured Reader Types available in VOLO. If none of these are suitable, you may also create your own Reader Types with custom Wiegand formats. This process is explained in detail on the Custom Reader wiki page.
Step 7 - Create your Timezones​
You will need to create weekly repeating Timezones
in order to define when the doors within your system can be
accessed by users.
- Click
Timezones
in the navigation bar at the top of the page - Click
New
, in the left panel - Give your new
Timezone
a Name/Description - Add any number of timeslots to your new
Timezone
during which you would like the doors to be accessible - Click
Save & Close
when you are done
Step 8 - Create your Access Levels​
- Click
Access Levels
in the navigation bar at the top of the page - Click
New
, in the left panel - Give your new Access Level a name
- Select a Timezone from the dropdown menu alongside each door that should be included in this Access Level
- Click
Save & Close
Step 9 - Create your Users​
- Click
Users
in the navigation bar at the top of the page - Click
New
in the left panel - Enter the User's details, select an Access Level and input a Token Value
- Click
Save & Close
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When you assign an Access Level and a compatible Token to a User, their details will automatically be distributed to any Doors where that User should have access.