SaltoKS is a cloud-based keyless access system that allows platforms like Coworks to integrate to take advantage of its keyless entry door lock access system.
The purpose of this integration is to automatically create users in Salto, with the appropriate access controls when adding new members to Coworks. This streamlines the member onboarding process and ensures that you and your staff only need to go to one place to add members and get them fully onboarded to your workspace.
Note: This integration currently supports Digital Key access using a Salto reader (wifi, bluetooth, NFC, etc.). Key fob and key code access integration is coming soon. Today, those users must be manually granted key access in Salto
Follow the steps below to integrate your Salto account to Coworks.
1. Sign up for a Salto Subscription
To get started with Salto & Coworks, make sure you have an active SaltoKS subscription. Please contact support if you need assistance.
2. Create Salto Access Groups
Create Salto access groups so you can organize your members properly. "Access groups" are a Salto term which allows you to group members together based on different levels of access that you define. A group consists of a set of doors/locks that the group will have access to (e.g. front door and back door) and when. We recommend creating groups that mirror your Coworks plans so you can stay organized:
Coworking - Day
Coworking - Nights & Weekends
Suites
Doing this will allow you to bulk change access permissions when you add new doors, or remove doors without having to go to every member and change permissions.
3. Activate Salto Integration
To activate the integration, navigate to our integrations page by clicking on the Community tab in the admin dashboard and then selecting the "Integrations" option from the top tabs. Once there, find the Salto KS integration and click "Connect."
This will then navigate you to Salto's login screen where you can authenticate by logging in with your Salto account information (username and password).
It will ask you to authenticate the Coworks app. Please accept those access controls and click "Yes, Allow" to complete the integration.
4. Sync your Salto Site
At this point, you need to associate your Salto Site to your Coworks campus. Sites are a physical association with a group of doors & locks that you can think of like a building.
When you connect your Salto account, it should prompt you to choose a campus to map. Choose a campus from the dropdown (your current campus is selected by default).
Then, map your Salto site to your Coworks campus.
Now your campus is fully connected! If the above modal did not appear, or if you'd like to chance your campus <> Place mapping, simply click the "Settings" option under the Salto integration.
To confirm your site is connected to your campus, you should see a "Door Access Place ID" saved in your campus settings page (click the gear icon in the top right header of your dashboard).
Under "Integrations," you should see the site id listed.
5. Adding a Coworks member to Salto
Note: If you would like us to "bulk" sync your Salto account based on plan allocations, please reach out. This is a manual process, but we're happy to do it for you!
Once you've activated Salto as an integration and connected your place to your campus, you're ready to start using the Salto integration in Coworks.
The Coworks <> Salto integration works by allowing you to automatically choose which Salto door groups to assign to members as you add them in Coworks. This way, you don't have to manage multiple platforms and can perform all of your access needs directly within Coworks.
Add New Member / Add Member to an Existing Team
When adding a member, you can toggle on the "Add to Door Access" option and choose which door groups to add them to (make sure those groups are created in Salto). You must also select a user role to assign.
Once added, the member will be automatically created in both Coworks and Salto. They should receive an email from Salto with details into downloading the Salto app and signing in to their Coworks email. After finishing the account setup process, they will automatically have access to the doors you assigned to them during the creation.
See below:
Updating an existing Member
You can also set Salto permissions for existing members by going to their profile page, turning on the "Add to Door Access" toggle, and clicking "Save." If they've already been synced, you will see a link to take you to their profile in Salto for edits, if needed.
Once a member is linked to Salto, you will see a link in their Coworks profile that says "Edit in Salto." Clicking this link will take you directly to that user in the Salto KS dashboard and allow you to troubleshoot/edit their access from there directly.
Adding Members who sign up via the public plan form
If you're using our public plans/signup feature, it allows members to sign up for Coworks all on their own. You can also indicate whether those members get auto-provisioned access to your space. You can also control different access groups for different plans.
To do this:
Go to the plan that is listed publicly.
Once the public signup toggle is enabled, you will be given a section for "Door Access Control."
From there, select "Enable automatic door access" to enable auto access permissions to people who sign up for this plan.
Finally, choose a role and door group to assign to the member who signs up for this plan.
Removing Coworks members from Salto
If you deactivate a member in Coworks, they will automatically lose their Salto access.
Please Note: Cancelling a membership will not automatically revoke that member's Salto access. You would need to either deactivate the member in Coworks, or manually edit their access within Salto.
If you have any questions on this integration, we're here for you! Let us know.
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Happy Coworking!