Staff Portal

Description

Staff Portal is a dedicated dashboard where staff members can:

• Search for assets by name, MAC address, or location

• Search for colleagues (other staff members with BLE badges)

• View asset locations on interactive maps (if Smart Track is enabled) or PNG-based floor plans

• Access real-time tracking data for assets and people

Access Control:

• Only users with "staff" or "Staff" segment tag can access this portal

• Login requires email + portal secret key, then password entry

• If email not verified, system sends verification email with temporary password

When to Use

• Customer wants staff to search for equipment or colleagues

• Customer needs a simple portal for staff without full admin access

• Customer wants staff to view asset locations without accessing admin panel

• Hospital/office environment where staff need to locate equipment or people

Dependencies & Requirements

• Staff Segment: Users must have "staff" or "Staff" tag assigned

• Portal Settings:

  • Portal secret key must be configured per tenant

  • Allowed email domains must be configured

• Email Verification: Staff email must be verified (or verification email sent)

• Mapping Platform: Smart Track (if using interactive maps) OR PNG floor plans

Configuration Steps

Step 1: Configure Portal Settings

1. Navigate to Settings > Portal Settings

2. Configure Portal Secret Key:

   • Enter a shared secret key (e.g., "hospital2024")

   • This key will be required for all staff portal logins

   • Save the setting

3. Configure Allowed Email Domains:

   • Enter corporate email domains (comma-separated)

   • Example: "Domain Details Page , clinic.com "

   • Only emails from these domains can access the portal

   • Save the setting

Step 2: Assign Staff Tags to Users

1. Navigate to Guests > [Select Guest]

2. Go to Tags/Segments section

3. Add tag: "staff" or "Staff" (case-sensitive, check existing tags)

4. Save the guest record

5. Repeat for all staff members who need portal access

Step 3: Verify Email Verification

1. Check if staff email is verified:

   • Navigate to Guests > [Select Guest]

   • Check "Email Verified At" field

2. If not verified:

   • System will automatically send verification email on first login attempt

   • Guest will receive email with temporary password

Login Process for Staff

1. Staff visits portal login page: https://engage.iperawifi.com/portal/login

2. Enters corporate email address (must match allowed domains)

3. Enters Portal Secret Key (configured in Step 1)

4. If email not verified:

   • System sends verification email with temporary password

   • Staff checks email and clicks verification link

   • Staff logs in with temporary password

5. If email verified:

   • System redirects to password entry page

   • Staff enters password

   • Staff is logged in and redirected to portal dashboard

Troubleshooting

Issue: Staff cannot access portal

• Check: Guest has "staff" or "Staff" tag assigned

• Check: Email domain is in allowed domains list

• Check: Portal secret key matches what staff is entering

• Check: Email is verified (or verification email was sent)

Issue: "Invalid email domain" error

• Check: Email domain is added to "Allowed Email Domains" setting

• Check: Domain is spelled correctly (case-sensitive)

• Check: Multiple domains are comma-separated

Issue: Portal secret key not working

• Check: Portal secret key setting matches what user is entering

• Check: No extra spaces before/after the key

• Check: Key is configured for correct tenant

Use Cases

1. Asset Search: Hospital staff searching for medical equipment (IV pumps, wheelchairs, etc.)

2. Colleague Locator: Finding team members in large facilities

3. Real-time Monitoring: Viewing current locations of critical assets

4. Location History: Checking where assets were last seen