Set Up Integration with SaltoKS

The following steps will help you set up the OfficeRnD integration with SaltoKS.

Procedure

1. Go to the ‘Settings’ tab, click on ‘Integrations’ (left-hand side of the panel) and look for ‘SaltoKS’.

2. Make sure your Salto KS account is activated and then click ‘Connect.' You will be presented with the following dialogue that will allow you to enter your credentials in order to authenticate OfficeRnD to communicate with your Salto KS account.

3. After you click 'Authenticate' a following window will pop up.

4. This window presents you with six tabs, each one allowing you to map different OfficeRnD entities to Groups in Salto KS. Each different entity mapping serves a certain purpose.

a) The first tab allows you to map a Plan (you can manage plans by going to Billing -> Plans) in OfficeRnD to an access group in Salto KS. Once you create such mapping, you are basically telling OfficeRnD: "Every time someone is assigned a membership with this plan give him access to the following access groups".
Access will be automatically granted or revoked depending on when a membership starts or ends. Plan mappings are most often used with the so-called "Hot desk" plans, to grant members access to a common area where those desks reside, however, smaller spaces use them to map "Dedicated desk" plans as well.
Note that members will only be added to SaltoKS once their membership becomes active. They will not appear in SaltoKS or receive an invitation before that.

b) The second tab lets you map Locations (you can manage locations by going to Space -> Locations) to Salto KS access groups. Location mappings work a lot like floor mappings. Whenever you assign a membership to a desk in a mapped location the member will get access to the access groups mapped.

Example: On the screenshot below London is mapped to "General building access group". This means that if we go and assign a membership belonging to Joe to a desk on any floor in "London", we will grant Joe access to "General building access group" in Salto KS.

Note: If the membership does not have a member assigned, access will be granted to the whole team.

c) The "Floors" tab allows you to map floors (you can manage floors by going to Space -> Locations) to access groups. Mappings here work like this: assigning a membership to a desk on a certain floor will grant access to all mapped groups. To make things clearer here is an example.

Example: On the screenshot below, Floor 1 in London is mapped to "First floor access group". This means that if we go and assign a membership belonging to Joe to a desk on "Floor 1" in "London", we will grant Joe access to "First floor access group" in Salto KS.

Note: If the membership does not have a member assigned, access will be granted to the whole team.

d) The fourth tab, "Offices", allows you to map private offices (you can manage private offices by going to Space/Private offices) to access levels. Mappings here works like this: assigning a membership to a private office will grant access to all mapped access levels.

Note: If the membership does not have a member assigned, access will be granted to the whole team.

е) The fifth tab allows you to map Meeting rooms (you can manage meeting rooms by going to Space -> Meeting Rooms) to SaltoKS groups. Settings here take effect whenever someone creates a booking for a mapped meeting room.

Example: John books a meeting room through OfficeRnD Members portal, or an admin creates a booking on behalf of John through the Admin portal (by going to "Calendar" view and clicking on an empty slot) for the "Elephant" meeting room. When the time of the booking approaches John is granted access to the access groups mapped to that room. When the booking ends the access for John is revoked.

f) The last tab allows you to indicate what access users with Day Passes will get (you can configure day passes by going to Billing -> Plans -> Add plan -> Advanced). Every member or team that has day passes will get access to the access groups mapped in this tab. The access is revoked once all the day passes are used up or when their validity ends.

5. After clicking ‘Done’ you are all set up to start using the OfficeRnD and SaltoKS integration. All the different configuration options above give you great control over who has access to which location. This means you don’t have to worry about adding or removing people manually from a Salto KS access-group anymore, OfficeRnD will do that for you!

 IMPORTANT

Once you map a Salto KS access group to an entity in OfficeRnD, the SaltoKS access-group becomes solely manageable by OfficeRnD. This means that even if you go to your Salto KS dashboard and add a member manually, they will be removed if they are not supposed to have access according to OfficeRnD configuration. This is why we recommend prefixing the names of your Salto KS access groups managed by OfficeRnD with "OFFICERND_". This way it will be more obvious for you, that this group is connected to OfficeRnD.
Please note that OfficeRnD does not delete any member accounts in SaltoKS - we do revoke their access once their membership ends or they no longer have any day passes left, but the account of the customer does not get removed in SaltoKS. 

Granting access to members that are not present in OfficeRnD

Sometimes you want to grant access to members that are not in your OfficeRnD organization. That would probably be cleaners, important guests and so on. If you add those people to some of the groups managed by OfficeRnD they will get removed right away (as described above). That's why we recommend creating a new group (without a prefix) that grants the appropriate permissions and adding the member there. As this group will not be included in the configuration of the integration in OfficeRnD (Settings/Integrations/SaltoKS), access for this member won't be revoked.