Update a host’s email address
REQUIRED ACCESSAdmin, Host DIFFICULTYBasic ESTIMATED TIME1 minute APPLIES TO MODULESDashboard, Hosts PREREQUISITESYou are logged in to the VisitUs dashboard.You have the necessary permissions to manage hosts. STEPS HEADINGUpdate a host's email address SUMMARY This guide explains how to update the email address for a host or staff member in the VisitUs dashboard. STEPS 1. Go to Hosts in the
Add a disclaimer at the top of the sign-in form
REQUIRED ACCESS Admin DIFFICULTY Easy ESTIMATED TIME 2 minutes APPLIES TO MODULES iPad App, Smartphone App PREREQUISITES • You are logged in to the VisitUs dashboard. STEPS HEADING Add Sign-in Disclaimer SUMMARY Display a custom text message or disclaimer at the very top of the sign-in form to inform visitors before they enter their details. STEPS 1. Go to Sign-in Types in the left sidebar. 2.
Add a new location/site
REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME1 minute APPLIES TO MODULESDashboard PREREQUISITESYou are logged in to the VisitUs dashboard. STEPS HEADINGAdd a new location SUMMARY How to create a new location in your VisitUs dashboard. STEPS 1. Log in to the VisitUs dashboard. 2. In the top navigation bar, locate the Location dropdown (top left). 3. Click the + (Plus) button immediately to
Add a host manually
REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME2 minutes APPLIES TO MODULESDashboard, iPad App PREREQUISITES• You are logged in to the VisitUs dashboard. STEPS HEADINGAdd a Single Host SUMMARY Manually add a single host or employee to the system. STEPS 1. Go to Hosts / Employees in the sidebar. 2. Click on the Add Host button in the top right corner. 3.
Add a new sign in type
REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME2 minutes APPLIES TO MODULESDashboard, iPad App PREREQUISITES• You are logged in to the VisitUs dashboard. STEPS HEADINGCreate a new type SUMMARY Create a new visitor or employee sign-in type (e.g., Contractor, Volunteer, Staff). STEPS 1. Go to Go to Sign-in Types in the left navigation sidebar. 2. Expand the Sign-in Types menu. 3.
Add an induction to your sign-in process
REQUIRED ACCESSAdmin DIFFICULTYIntermediate ESTIMATED TIME5 minutes APPLIES TO MODULESiPad App PREREQUISITES• You are logged in to the VisitUs dashboard. STEPS HEADINGSetup Induction SUMMARY Require visitors to complete a health and safety induction or view a declaration before signing in. STEPS 1. Go to Sign-in Types in the left sidebar. 2. Select the Visitor sign-in type (or relevant sign-in
Add a PDF to your sign-in process
REQUIRED ACCESSAdmin DIFFICULTYIntermediate ESTIMATED TIME5 minutes APPLIES TO MODULESiPad App PREREQUISITES• You are logged in to the VisitUs dashboard.• You have a PDF document (5 pages max recommended). STEPS HEADINGUpload PDF SUMMARY Display a PDF document (such as an NDA or site access agreement) that visitors must view and agree to before signing in. STEPS 1. Go to
Add or remove your organisations logo
REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME1 minute APPLIES TO MODULESiPad App PREREQUISITES• You are logged in to the VisitUs dashboard. STEPS HEADINGToggle Details SUMMARY Toggle whether your company logo is displayed on the main menu of the iPad app. STEPS 1. Go to User Interface in the left sidebar. 2. Select the Branding tab. 3. Click on the Logo
Add hosts to the evacuation checklist
REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME2 minutes APPLIES TO MODULESEvacuations, Hosts / Staff PREREQUISITES* Evacuation Mode is enabled for your plan. STEPS HEADINGHow to Add hosts to the evacuation checklist SUMMARY Ensure all staff members are accounted for during an emergency by automatically including them in the evacuation checklist, regardless of whether they have formally signed in. STEPS 1. Log
Ask a question on sign-out
REQUIRED ACCESSAdmin DIFFICULTYIntermediate ESTIMATED TIME3 minutes APPLIES TO MODULESiPad App PREREQUISITES• You are logged in to the VisitUs dashboard. STEPS HEADINGAdd Sign-Out Question SUMMARY Prompt visitors or employees with a question when they sign out, key for data collection or safety checks. STEPS 1. Go to Sign-in Types in the left sidebar. 2. Select the Visitor (or relevant)