Before you start
Before working through this checklist, make sure you have reviewed the Situations that need extra planning section of the Avigilon Alta help center article. It covers employee access, participants without emails, time-based restrictions, and multipasses. Some of these may affect whether Avigilon Alta is the right fit for your organization and will require decisions before configuration begins.
📌Prologik primary contact: Dominic Vigneault — dvigneault@prologiksecurite.ca
1. Before setup
Confirm prerequisites are in place before any software configuration begins.
# | Step | Owner |
1 | Confirm your organization has purchased the Avigilon Alta Premium package. Required for the webhook and check-in overview. | Your administrator |
2 | Confirm Prologik has installed the hardware (readers, turnstiles, doors) on-site. Software setup cannot begin until hardware is live. | Prologik |
3 | Choose a dedicated generic email for the Avigilon Alta admin account (e.g., access@myorg.com). This email must not be tied to any SmartRec client, participant, or employee account. | Your administrator |
⚠️ Critical: The admin account email and any employee email used in the Avigilon Alta Controller must never appear in SmartRec with an active purchase. If they do, the nightly sync will deactivate those accounts and break the integration.
✅ Phase 1 is complete when the Premium package is confirmed, hardware is installed, and a generic admin email has been chosen.
2. Avigilon Alta back-office setup
Configure your site, entries, schedules, and groups in the Avigilon Alta Controller. Done with Prologik support.
# | Step | Owner |
4 | Create the Avigilon Alta account using the dedicated generic email from Step 3. Log in to the Avigilon Alta Controller to confirm access. This admin must have portal access and be assigned the Super Admin role. How to create a user in Avigilon Alta Access | Your administrator |
5 | Note the Organization ID from the Controller URL bar (e.g., 10277). You will need this in Step 11. | Your administrator |
6 | Decide whether you will allow remote unlock for your users. Remote unlock is enabled by default for all new users in Avigilon Alta and must be configured before the integration goes live. See Additional settings in Avigilon Alta in the help center article for instructions. | Your administrator |
7 | Create your site in the Avigilon Alta Controller. A site is a physical location with a real postal address. You need at least one site before you can add entries. Typically one site per building. The postal address enables geolocation in the Avigilon Alta app. | Your administrator / Prologik |
8 | Create your entries (doors, turnstiles, gates) within your site. Name them clearly. Participants see these names in the Avigilon Alta app. | Your administrator / Prologik |
9 | Create your schedules. A schedule defines the time window during which a group can unlock an entry. Do this before creating groups. Having the schedule ready means each group is fully configured in one step. Example: Monday to Saturday, 7:00 AM to 9:00 PM for swim class participants. How to create user/access group schedules | Your administrator / Prologik |
10 | Create one access group per distinct access rule. Assign the schedule and link the group to the relevant entry at this step. Example: create a group "Swim class participants," assign the 7:00 AM to 9:00 PM schedule, and link it to "Aquatic centre door." Each group will be linked to one SmartRec access point in Phase 4. | Your administrator / Prologik |
✅ Phase 2 is complete when your site, entries, schedules, and groups are configured in the Avigilon Alta Controller and the Organization ID is noted.
3. SmartRec setup
Turn on the Avigilon Alta app in SmartRec and confirm email settings.
# | Step | Owner |
11 | Activate the Avigilon Alta app in SmartRec: Apps tab > search Avigilon Alta > Configure > enter the Org ID from Step 5 and Controller credentials. | Your administrator |
12 | Make the email field mandatory on all registration forms for eligible access items (activities and memberships). Every participant needs a unique email to have a user record created in Avigilon Alta. | Your administrator |
✅ Phase 3 is complete when the Avigilon Alta app is active in SmartRec and email is mandatory on all eligible registration forms.
3.1 Webhook setup (optional)
Install the webhook to display Avigilon Alta scans in SmartRec's check-in overview. Required only if scan visibility in SmartRec is needed.
# | Step | Owner |
13 | In the Avigilon Alta Controller, go to Configuration > Rules and create a new rule with Trigger: Entry Unlocked and Action: Webhook POST to the Amilia URL. | Your administrator |
14 | Enable "Use JSON editor" in the Trigger section, paste the JSON configuration from the Amilia Help Center article, and save. The full JSON is in Step 3 of the How to activate Avigilon Alta section. Amilia Help Center: webhook setup | Your administrator |
15 | Verify the webhook rule appears in the Actions column of the rules list. If not visible, repeat Steps 13 and 14 or contact Amilia support. | Your administrator |
ℹ️ Note: If you skip this phase, scans will not be visible in SmartRec. The access control itself will still function.
4 . Access point and group mapping
Link SmartRec access points to Avigilon Alta groups. This step makes the integration live.
# | Step | Owner |
16 | In SmartRec, go to Access Management and create one Avigilon Alta access point per group: select eligible activities and/or memberships, link the matching Avigilon Alta group, and add the physical entry point(s). | Your administrator |
17 | Confirm the group mapping: each SmartRec access point maps to exactly one Avigilon Alta group, matching the door mapping completed during scoping. | Your administrator |
⚠️ Important: One access point = one group. If a membership needs to grant access to multiple doors or time windows, you need multiple access points and multiple groups. Plan this mapping carefully before saving.
🔴 The integration is live the moment an access point is saved. Once an access point is saved and linked to an Avigilon Alta group, the first participant with an active eligible purchase will be synced automatically. All mapping must be finalized and confirmed before completing this phase.
✅ Phase 4 is complete when all access points are created in SmartRec, linked to the correct Avigilon Alta groups, and entry points are added
5. Pre-launch verification
Verify the setup is correct before the first participant arrives. You cannot do a test scan without a real eligible purchase.
# | Step | Owner |
18 | Confirm the Avigilon Alta admin account email does not appear anywhere in SmartRec as a participant, or employee. | Your administrator |
19 | Confirm that a participant who registered for an eligible activity or membership has received the Avigilon Alta app download email. Same-day registrations trigger the email immediately. Future registrations send it the night before. If no participant has registered yet, this step can be verified on day one. | Your administrator |
20 | Check the Avigilon Alta Controller to confirm the participant's user record exists and is assigned to the correct group. | Your administrator |
21 | Confirm the participant's group schedule matches the expected access window. If the schedule is wrong, correct it in the Avigilon Alta Controller before participants arrive. | Your administrator / Prologik |
22 | Confirm the entry point(s) are online and responding in the Avigilon Alta Controller Device Dashboard. | Your administrator / Prologik |
ℹ️ Note: The first real scan will happen when the first eligible participant arrives and waves their phone or RFID at the reader. Confirm it appears in SmartRec's check-in overview under "Avigilon Alta". If not, check the webhook configuration in Phase 3b. The Avigilon Alta app may appear branded as "OpenPath". This is expected.
✅ Phase 5 is complete when at least one user record is confirmed in Avigilon Alta and all entry points are showing as online.
6. Employee training and go-live sign-off
Brief your team and confirm everything is ready for go-live.
# | Step | Owner |
23 | Brief your staff: explain how Avigilon Alta entries appear in the check-in overview, and how to manually check in participants who do not have a credential using Visitor Check-in in Access Management. | Your administrator |
24 | Confirm employee access is configured and decide how you will remove access when needed. Option A: cancel the SmartRec membership. Option B: deactivate the user in the Avigilon Alta Controller. | Your administrator |
25 | Confirm escalation contacts are documented and shared with the team. See the Who to contact for what table in the help center article. | Your administrator |
26 | All phases complete, user records confirmed, employees briefed. Ready for go-live. | Your administrator |
📌 Reminder: Keep this checklist on file. If the integration stops working after go-live, use it to verify each phase is still correctly configured, particularly the admin email (Steps 3 and 18), the webhook (Phase 3b), and the access point mapping (Steps 16 and 17).
