Add or edit a visitor¶
Use the Visitor form to schedule a new visitor or update an existing record. Sites can show different fields and tabs, so complete every field marked as required in your portal.
Add a visitor¶
- Open Visitor Management and select Add New.
- Enter the required visitor first and last name.
- Select the visitor Type and Status.
- Select the destination and enter any additional destination information.
- Associate the correct host, host property, vendor, or other destination information shown for your site.
- Review the schedule and expiration values.
- Enter vehicle, contact, credential, safety, or custom information required by the site.
- Choose the appropriate save or processing action.
Identity and driver-license information¶
Authorized users may scan a driver's license to populate supported identity fields. Review every populated value before saving. Protected driver-license values may be concealed until you select Show.
Profile pictures, documents, images, and signatures appear only when permitted and enabled. Collect only information required by your organization's policy.
Destination and host¶
Use the host and property selectors to direct the visitor to the correct person and address. When multiple properties are available, verify the full address and lot number. An ePass requires an associated host.
Schedule and expiration¶
The visitor type can set a default expiration. Permanent visitor types may not require an expiration. Confirm that the schedule and expiration match the intended visit before sending a pass or admitting the visitor.
Save actions¶
| Action | Result |
|---|---|
| Save | Saves without admitting or printing |
| Save and Print | Saves and creates the configured printed pass |
| Save and Send E-Pass | Saves and sends an electronic pass when enabled |
| Admit | Saves and admits the visitor now |
| Admit and Print | Admits and prints in one operation |
| Depart | Records the visitor's departure |
| Deny | Marks the visitor denied without admitting |
The available buttons depend on the visitor state, role, pass type, and site configuration.
If the form will not save¶
Review required fields, dates, email and phone formats, visitor type, status, and site-defined custom fields. E-Pass delivery requires an email address or phone number as well as an associated host.