Estate Onboarding Guide

Welcome to ClearAccess! This guide will help you set up your estate for digital access management in four simple steps.

Step 1: Create Your Organization

The first person to sign up for the estate should be the Owner.

1. Go to the Sign Up page.
2. Choose your organization name (usually the name of your estate).
3. Select a Pricing Plan that fits your estate size.

Step 2: Configure Your Gate

Set up your physical entry points (Gates).

1. Navigate to Settings > Gates.
2. Add a new gate (e.g., "Main Gate", "Pedestrian Gate").
3. Invite your security team as Security roles and assign them to these gates.

Step 3: Import Your Residents

A digital estate is only as good as its directory.

1. Go to the Members section.
2. You can add residents one-by-one or use the Bulk Upload feature to import a CSV of all residents.
3. Once added, residents will receive a welcome SMS/Email with instructions on how to start generating passes.

Step 4: Go Live!

Once your guards have their devices and your residents are onboarded, you are ready to start scanning.

• Announcement: Send a broadcast to your residents informing them of the "Go Live" date.
• Support: Ensure your guards know how to handle visitors without codes during the first week of transition.

Need Help?

Our onboarding specialists are available to help you with data migration and guard training. Schedule an onboarding session.