Administrator: How to set up CrowdBlink Protect for the first time?

A step-by-step guide for setting up CrowdBlink Protect and conducting screenings at your company.

You just signed up to use CrowdBlink Protect for your company, and want to get up and running with visitor and employee screenings. We put together a guide that will have you up and running quickly.

This guide is intended for administrators, assumes that you have already purchased a license of CrowdBlink. If you haven't done that yet, you can sign up for CrowdBlink through here.

Quick Set Up and Quick Settings Explainer

Looking for a quick overview of what each setting does, and how to configure the system for a particular scenario? Here are some quick useful links:

Example set ups:

Step 1: Configure Your Location(s)

Everything in the CrowdBlink Protect platform is organized by locations. You were asked to create at least one during sign up, and should have at minimum one location in your administrative console.

It is very important to set up your location correctly, otherwise you risk missing assessments in your reports!

Here's what to do:

  1. From the left-hand sidebar, select your Locations menu.
  2. You will see at least one location listed here. Click the three dots on the right, and choose Edit.
    CrowdBlink Protect - Edit Location Button
  3. Here you will find two important settings. Depending on how you are going to use the CrowdBlink Protect system, they need to be configured accordingly.
    Location Editing

Setting a) Result Retention Policies

This controls how long an assessment remains in a "PASS" or "FAIL" state after being completed.

Example: if you set it to 4 hours, and an employee completes their assessment at 6am, by the time it is 10:01am, the assessment will turn back to an orange SCREENING REQUIRED status.

Setting b) Self-assessment Reporting


This setting controls how and when the results show up in your reports.

If both toggles are turned OFF, then each self-assessment will be added to your reports immediately.

If either toggle is turned ON, then that self-assessment only gets added to your report if a screener scans it (i.e.: the employee "checks in" to your location).

How to set this up:

Using tablets or security personnel to scan people into your building?

- Turn on the pass toggle, and your reports will only show assessments of people who have been scanned before entering.

Using only self-reporting done by employees and verifying it through reports?

- Leave both settings turned OFF, so that every self-assessment shows up in reports.

Step 2: Configure Your Questionnaire and Steps

Questionnaires can be edited to reflect your organization's screening needs. You can turn off steps (like the temperature check) and edit the questions.

To do this:

  1. Open up the Questionnaires menu.
  2. Choose your location, select the three dots on the right-hand side, and click Edit.
  3. Note❗ Each location has its own unique set of steps and questions. If you have multiple locations, make sure to edit them all.
  4. To change any of the settings, and get detailed information about each, please follow our guide on How to Customize The Assessment Questionnaire.

Step 3: Add Emails to Notification List

Whenever someone fail an assessment, you will be immediately notified by email. First, you must set this up. To do so:

  1. Open up the Settings menu.
  2. Select the Notifications tab.
  3. Add any emails you want to receive notifications here.
  4. You can split up the notifications on a location-only basis, or notifications about any failures throughout the whole company.

Step 4: Set Up Screeners (Optional)

If you are using screeners to scan people's self-assessments as they arrive at your location, you will need to first assign screener codes to your locations in the administrative console.

To do so:

  1. Open up the Screeners menu.
  2.  Choose your location from the right-hand dropdown menu.
  3. Click Assign Codes.
  4. This will generate a unique code tied to that location.

Important ❗

Use this code on any smartphone or tablet that you want to use a screening device — i.e.: a place for individuals to "scan in" or enter their assessment manually. This code should be entered on the Authorization screen in the app. You will need to first log into the app (on your smartphone or tablet) using an account, and then enter the numeric screener code.

For more information about screener codes, refer to this guide: What is a Screener Code?

Step 5: Notify Your Employees and Give Them The Location Code

Once you are done setting up, you will want to instruct your employees about the new process, and have them download and sign up on the app. There is no function to "upload" employees on the administrative console (unless you are using physical employee badges) — they are automatically populated in the Self-Assessors menu after they sign up using your organization's code.

To provide employees/self-assessors with the code:

  1. Open up the Locations menu.
  2. Choose relevant location.
  3. Copy the 6 letters that are found under the Code tab.
  4. Tell your employees to sign up with the app (through their smartphones, not through the web portal) and use that code during the Authorization step.

For more information about how employee sign ups work, you can refer to our guide here:

How do I register for CrowdBlink Protect?

You're Set!

That's it, you're good to go. You can find your reports and generate them on a daily basis by going to the Reports menu. You have access to three types of reports: Overall Assessments (who passed and who failed), Detailed Assessment Results (how each question was answered), and Failures report (just the failures).

If you're allowing employees to assess the night before with a longer result-retention policy period, remember to generate the report by picking 2 days in the date range, rather than just one.

More on information about reports can be found here: How to track screenings using Reports.