The following steps will help you set up OfficeR&D and Kisi integration.
1. Go to the ‘Settings’ tab, click on ‘Integrations’ (left-hand side of the panel) and look for ‘KISI’.
2. Make sure your Kisi account is activated and then click ‘Configure.' If you're configuring your OfficeR&D <> Kisi integration for the first time you will need to input a token that is provided by Kisi.
3. You can find the token by going into your Kisi account, expanding the menu at the top-right of the screen and selecting “Manage devices”. After that, search for “My API tokens” section and click “Generate API token” in case you don’t have one already generated. Copy the token and paste it into OfficeR&D.
4. After you click 'Authenticate' the following window will pop up.
5. This window presents you with five tabs each one allowing you to map different OfficeR&D entities to Groups in Kisi. 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 OfficeR&D to a security group in Kisi. Once you create such mapping you are basically telling OfficeR&D: "Every time someone is assigned a membership with this plan give him access to the following security 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.
b) The second tab lets you map locations (you can manage locations by going to Space -> Locations) to Kisi groups. Locations mappings work a lot like floors mappings. Whenever you assign a membership to a desk in a mapped location the member will get access to the security groups mapped.
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 Kisi.
Note: If the membership does not have member assigned, access will be granted for the whole team.
c) The third tab allows you to map floors (you can manage floors by going to Space -> Locations) to security groups. Mappings here works like this: assigning a membership to a desk on a certain floor will grant access to all mapped groups. To make things more clear here is an example.
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 Kisi.
Note: If the membership does not have member assigned, access will be granted to the whole team.
d) The fourth tab allows you to map Meeting rooms (you can manage meeting rooms by going to Space -> Meeting Rooms) to Kisi groups. Settings here take effect whenever someone creates a booking for a mapped meeting room.
Example: John books a meeting room through OfficeR&D 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 security groups mapped to that room. When the booking is over the access for John is revoked.
e) The fifth 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 have day passes will get access to the security groups mapped in this tab. The access is revoked once all day passes are used up or when their validity ends.
f) The seventh tab displays a guide on how you can set up the KISI integration's automatic checkins feature - all of its steps should take place in your KISI account.
6. After clicking ‘Done’ you are all set up to start using OfficeR&D and Kisi together. All the different configuration options above give you great control over who has access to where. This means you don’t have to worry about adding or removing people manually from a Kisi group anymore, OfficeR&D will do that for you!
Once you map a Kisi group to an entity in OfficeR&D the Kisi group becomes solely manageable by OfficeR&D. This means that even if you go to your Kisi dashboard (getkisi.com) and add a member manually it will still get removed if they are not supposed to have access according to OfficeR&D configuration. This is why we recommend prefixing the names of your Kisi groups managed by OfficeR&D with "OFFICERND_". This way it would be more obvious to people that this group is connected to OfficeR&D.
Providing access to members that are not present in OfficeR&D
Sometimes you want to provide access to members that are not in your OfficeR&D organisation. That would probably be cleaners, important guests and so on. If you add those people to some of the groups managed by OfficeR&D 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 OfficeR&D (Settings/Integrations/Kisi) access for this member won't be revoked.