How can I share groups and access lists between VeriScan accounts?

How to interpret alerts from groups and alert lists on other Enterprise accounts linked under a VeriScan Cloud Membership.

Applies to: VeriScan Enterprise*

*Requires additional setup: reach out to your sales rep to learn more about VeriScan Memberships.

What is a VeriScan Membership?

A VeriScan Membership is a special relationship where two or more VeriScan Enterprise accounts can share their groups and alert lists with one another. Each account manages its own groups and alerts separately: at the time of a scan alerts appear if your visitor would get an alert from another account in the same membership.

This feature is not enabled by default and requires a setup. If you'd like to link one or more of your accounts in this way and learn more about memberships, reach out to your sales rep.

How do I get started?

First, you must identify the accounts you wish to create a membership with. Your sales rep can determine how the membership will work for you and get the accounts linked on the backend. This process can take a few days to complete.

Once the accounts are linked, you can set them account up as normal.

You will not be able to access the groups or alerts from other accounts from the portal. At the time of a scan, VeriScan will check other accounts and alert you if the visitor was found in another group or alert list.

Shared Groups

In the VeriScan Cloud portal, navigate to Settings > Groups to see your current groups.

To share a group with your other accounts, open the group properties menu by clicking the blue Pencil icon next to your group's name. Enable the Shared Group checkbox for your group.

Click the OK button to save your changes.

Repeat this process for each group you want to share with your membership.

You can tell which accounts are shared by checking the Private column in the groups list. If the group is private, the group will only appear on the account that owns the alert list.

In this example, the Banned group will be shared with your membership accounts. The Tresspassed and VIP groups will only appear for devices linked directly to this account:

Shared Alerts

To share alerts, simply add a visitor's information to your alert list and set their group as one of your shared groups. This is done in the alerts settings found at Settings > Alerts > Alerts

Much like with group alerts, the alert list will only trigger if the group is marked as shared. If the group is private, the alert will only appear on the account that owns the alert list.

You can always double check which groups are shared by navigating to Settings > Groups

How does it work?

Make sure that group alerts and alert list popups are enabled on your device, if applicable. Once your groups and alert list are configured in the portal and the app, you can scan visitors normally.

For example, we'll take a look at the VeriScan app for Android.

After a scan, VeriScan will check all accounts in the membership for assigned groups and alerts. Alerts will appear on your device in the standard alert window. Each alert will appear individually:

  • Membership Alert List
  • Account Alert List
  • Membership Groups
  • Account Groups
  • Other alerts (multiscan, expired, barcode security, etc.)

SMS and Email alerts will also trigger for applicable shared groups. The alerts will only go out on the local account, not all accounts in the membership.

Example Membership Alerts

After a scan, you can tell the difference between the two types of alerts by the format. On the left, you can see a Membership Group alert from an account called "Universal Banned List." On the right, you can see a local group, which has been set on the account the device is tied to.

Membership Group Alerts Account Group Alerts