Salto Integration: Setup and Use

Salto KS is a simple to use cloud-based door access system. The SaltoDeskworks integration triggers Salto to send an email with credentials to new members allowing specific doors to be opened based on their Membership Plan. The integration can also be used to allow members or non-members to receive credentials for a reservation, allowing specific doors to be opened for reservations. Reservation credentials are sent 1/4 hour before the reservation and removed 1/4 hour after the Reservation. 

Start by working with Salto to set up an account with them. They will connect you with a local provider who will be your main point of contact for sales, service and support. They will assist you in the initial setup from the Salto side, including setting up your sites, locks and access groups in your Salto KS account.

To integrate with Deskworks, open a ticket and request the Salto integration. Salto requires that each client (you) is separately authorized to integrate between Salto and Deskworks, so it may take a few days for them to approve and whitelist. We handle this for you.

We will then return the Salto integration to you. To complete setup:

• Go to SETUP > INTEGRATIONS SETUP.
  • Click CONNECT.
  • Select your "No access policy" from the dropdown.
    • No access policy: Suspend Salto user account - automatically suspends users in Salto KS if they don't have any access groups. They remain users in Salto KS.
      
    • No access policy: Delete Salto user account - automatically deletes users in Salto KS if they don't have any access groups.
  • 
  • From the next dropdown, select the Salto KS Site that you want to connect to each of your locations.
• Go to INVENTORY > PRODUCTS
  • Click the EDIT button next to each Membership Product that should have a Salto KS Access Group assigned to it.
  • On the EDIT PRODUCT page, under the SALTO KS ACCESS GROUPS dropdown, select the correct access group for this Membership and click SAVE. (The integration allows Deskworks to read, display and select Salto KS access groups.)
  • 
•  Go to INVENTORY > RESERVATION UNITS
  • Click the EDIT button next to each Reservation Unit that requires Salto access for a reservation, i.e. for which you want Salto Keys sent to enable people to open doors just prior to a reservation.
  • In the SALTO KS ACCESS GROUPS dropdown, select the correct group for opening the necessary doors for a reservation for this room.

WORKFLOWS

NOTES FOR MEMBER DAILY ACCESS:

• Once all relevant Membership Products have a Salto KS Access Group assigned, you are ready to create New Members.
• NEVER CREATE A MEMBER OR ASSIGN AN ACCESS GROUP IN SALTO KS. THEY SHOULD ALWAYS BE CREATED IN DESKWORKS, which will push them to Salto KS. 
• As soon as a Recurring Billing is created for a new member, they will be assigned to the appropriate access group and will be made active. If they have multiple Recurring Billings, they will be activated in all appropriate access groups.
• When a member is inactivated, or their Recurring Billing is inactivated, their access is removed in Salto.

• The email from Salto giving people access to a door or doors for a reservation is triggered a half hour before the reservation and removed a half hour after the end of the reservation. They will receive a confirmation of their reservation from Deskworks at the time the reservation is made, but their credentials to open a door is sent just prior to the reservation. This enables recurring reservations to be created.